Polymer Capital Management (US) LLC

Position in SMPL — Simply Good Foods Co

CIK 1973324 NEW YORK, NY

Position in SMPL

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$304,176

New position

Shares Held

21,197

first reported quarter

Ownership

0.023%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

Polymer Capital Management (US) LLC holds $4,001,064 across 9 Packaged Foods names. SMPL ranks #6 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKC	Mccormick & Co Inc	15,710	$792,412
2	KHC	Kraft Heinz Co	28,215	$634,555
3	DAR	Darling Ingredients Inc.	9,136	$565,061
4	LW	Lamb Weston Holdings, Inc.	12,167	$514,177
5	SJM	J M SMUCKER Co	4,271	$411,895
6	SMPL	Simply Good Foods Co This page	21,197	$304,176
7	NATR	Natures Sunshine Products Inc	12,066	$289,463
8	JBSS	Sanfilippo John B & Son Inc	3,432	$272,260

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$304,176	21,197	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.