Position in SMPL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$134,260
+$90,393 QoQ
Shares Held
10,110
+230.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#214
of 298 holders
Holding Since
Dec 2024
6 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, 2026Bayforest Capital Ltd holds $1,237,099 across 12 Packaged Foods names. SMPL ranks #4 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAG |
Conagra Brands Inc.
|
18,264 | $245,833 | |
| 2 | KHC |
Kraft Heinz Co
|
8,778 | $207,336 | |
| 3 | POST |
Post Holdings, Inc.
|
1,651 | $145,717 | |
| 4 | SMPL |
Simply Good Foods Co
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|
10,110 | $134,260 | |
| 5 | GIS |
General Mills Inc
|
3,740 | $130,152 | |
| 6 | MZTI |
Marzetti Co
|
999 | $114,045 | |
| 7 | CPB |
CAMPBELL'S Co
|
4,219 | $93,957 | |
| 8 | INGR |
Ingredion Inc
|
448 | $42,430 |
All Filings in SMPL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,260 | 10,110 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $43,867 | 3,057 | Shares | Sole | 2026-04-15 | |
| 2025-09-30 | $204,070 | 8,222 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $6,886 | 218 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $158,619 | 4,599 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $157,557 | 4,042 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||