Position in SMPL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,572,348
+$1,162,634 QoQ
Shares Held
570,207
+27.7% QoQ
Ownership
0.645%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#29
of 299 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMPL Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Edgestream Partners, L.P. holds $28,054,220 across 9 Packaged Foods names. SMPL ranks #1 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SMPL |
Simply Good Foods Co
This page
|
570,207 | $7,572,348 | |
| 2 | INGR |
Ingredion Inc
|
54,664 | $5,177,227 | |
| 3 | BRBR |
Bellring Brands, Inc.
|
304,380 | $3,938,677 | |
| 4 | LW |
Lamb Weston Holdings, Inc.
|
82,406 | $3,558,291 | |
| 5 | POST |
Post Holdings, Inc.
|
40,138 | $3,542,579 | |
| 6 | PPC |
Pilgrims Pride Corp
|
96,440 | $2,710,928 | |
| 7 | MZTI |
Marzetti Co
|
8,826 | $1,007,576 | |
| 8 | CAG |
Conagra Brands Inc.
|
20,626 | $277,625 |
All Filings in SMPL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,572,348 | 570,207 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $6,409,714 | 446,670 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,468,157 | 172,717 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $10,639,564 | 428,669 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,060,946 | 255,174 | Shares | Sole | 2025-08-13 | |
| 2024-09-30 | $2,368,149 | 68,109 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $623,565 | 18,324 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $540,134 | 15,647 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||