Polymer Capital Management (US) LLC

Position in SMPL — Simply Good Foods Co

CIK 1973324 NEW YORK, NY

Position in SMPL

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$187,221

-$116,955 QoQ

Shares Held

14,098

-33.5% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#192

of 298 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Polymer Capital Management (US) LLC holds $2,444,158 across 5 Packaged Foods names. SMPL ranks #4 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAG	Conagra Brands Inc.	98,626	$1,327,505
2	MKC	Mccormick & Co Inc	10,498	$529,309
3	SJM	J M SMUCKER Co	2,834	$318,825
4	SMPL	Simply Good Foods Co This page	14,098	$187,221
5	FLO	Flowers Foods Inc	10,291	$81,298

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$187,221	14,098	-33.5%	Shares	Sole	2026-08-14
2026-03-31	$304,176	21,197	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.