Position in USNA
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,533,723
+$1,007,037 QoQ
Shares Held
165,514
+14.4% QoQ
Ownership
0.896%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#16
of 137 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in USNA Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $1,453,550,423 across 34 Packaged Foods names. USNA ranks #26 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRL |
Hormel Foods Corp /De/
|
12,325,712 | $305,924,171 | |
| 2 | CPB |
CAMPBELL'S Co
|
8,046,417 | $179,193,706 | |
| 3 | CAG |
Conagra Brands Inc.
|
13,185,200 | $177,472,792 | |
| 4 | SJM |
J M SMUCKER Co
|
960,763 | $108,085,837 | |
| 5 | SFD |
Smithfield Foods Inc
|
4,238,865 | $102,834,864 | |
| 6 | INGR |
Ingredion Inc
|
840,120 | $79,567,765 | |
| 7 | BRBR |
Bellring Brands, Inc.
|
4,972,303 | $64,341,600 | |
| 8 | POST |
Post Holdings, Inc.
|
639,671 | $56,457,362 |
All Filings in USNA
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,533,723 | 165,514 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,526,686 | 144,630 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,974,542 | 100,588 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,433,704 | 160,933 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,092,210 | 35,775 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $364,283 | 7,511 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $969,624 | 18,090 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,729,874 | 29,515 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $838,873 | 13,307 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $945,261 | 15,028 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $776,507 | 14,596 | Shares | Sole | 2023-02-14 | |
| 2021-09-30 | $1,394,801 | 15,128 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,738,490 | 36,498 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,109,624 | 21,615 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,624,303 | 59,978 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,911,531 | 39,532 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,475,454 | 74,567 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,041,008 | 18,023 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||