Position in UTZ
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$872,410
+$674,410 QoQ
Shares Held
113,300
+353.2% QoQ
Ownership
0.079%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#70
of 234 holders
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UTZ Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Jefferies Financial Group Inc. holds $8,413,343 across 12 Packaged Foods names. UTZ ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
28,252 | $1,424,465 | |
| 2 | SJM |
J M SMUCKER Co
|
10,380 | $1,167,750 | |
| 3 | GIS |
General Mills Inc
|
29,548 | $1,028,270 | |
| 4 | UTZ |
Utz Brands, Inc.
This page
|
113,300 | $872,410 | |
| 5 | CPB |
CAMPBELL'S Co
|
38,612 | $859,889 | |
| 6 | CAG |
Conagra Brands Inc.
|
56,824 | $764,851 | |
| 7 | LW |
Lamb Weston Holdings, Inc.
|
17,000 | $734,060 | |
| 8 | HRL |
Hormel Foods Corp /De/
|
22,500 | $558,450 |
All Filings in UTZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $872,410 | 113,300 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $198,000 | 25,000 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $2,336,112 | 225,059 | Shares | Defined | 2026-02-09 | |
| 2024-06-30 | $815,726 | 49,022 | Shares | Defined | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||