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Fulcrum Asset Management LLP

Position in SMPL — Simply Good Foods Co

CIK 1353395 LONDON, X0

Position in SMPL

as of Jun 30, 2026 · filed Aug 18, 2026
Position Value
$125,469
+$125,469 QoQ
Shares Held
9,448
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#217
of 298 holders
Holding Since
Mar 2025
2 quarters on record

Derivatives in SMPL

reported options exposure · as of Mar 31, 2025
CallValue
$0
CallShares
0
PutValue
$361,927
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Packaged Foods

Consumer Defensive · as of Jun 30, 2026

Fulcrum Asset Management LLP holds $4,792,895 across 19 Packaged Foods names. SMPL ranks #5 (2.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
5 SMPL
Simply Good Foods Co
This page
9,448 $125,469

All Filings in SMPL

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $125,469 9,448
2025-03-31 $361,927 0