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SFD in the 13F filings

Smithfield Foods Inc · CUSIP 832248207

Sector · Consumer staples
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025
Quarter end
31 Dec 2025
the date the book describes
Filed
19 Feb 2026
latest of these filings; the earliest 10 Feb 2026
Managers listing it
28
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 9 listed it in both
Shares listed
15,610,946
combined, among listed positions
Reported value
$349m
combined, at the quarter end

Among the 92 comparable managers: 13 buyers (opened or added shares) and 17 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -3,096,339.

Managers listing SFD in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

28 of 28 holders

ActionFiling
Fidelity (FMR LLC)2,754,595$62munder 0.1%Added+20,38617 Feb 2026 (the filing on sec.gov)
Millennium Management LLC2,651,940$59munder 0.1%Trimmed-982,76917 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP2,031,000$45m0.09%Added+303,05617 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP1,402,258$31munder 0.1%Added+905,59617 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC1,089,266$24munder 0.1%Trimmed-575,31917 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC744,964$17m0.05%Trimmed-900,73913 Feb 2026 (the filing on sec.gov)
Woodline Partners LP638,055$14m0.06%Trimmed-44,30517 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP625,699$14munder 0.1%Added+525,21417 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC537,383$12munder 0.1%Added+179,90017 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.417,092$9.3munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC362,838$8.1munder 0.1%Trimmed-981,11617 Feb 2026 (the filing on sec.gov)
Bridgewater Associates LP327,496$7.3munder 0.1%Trimmed-30,08913 Feb 2026 (the filing on sec.gov)
Holocene Advisors LP284,979$6.4munder 0.1%Trimmed-538,90117 Feb 2026 (the filing on sec.gov)
Invesco Ltd219,450$4.9munder 0.1%Added+144,71419 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC212,300$4.7munder 0.1%Added+173,20012 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC200,668$4.5munder 0.1%Added+47,93517 Feb 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP184,144$4.1munder 0.1%Newnew17 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp161,854$3.6munder 0.1%Trimmed-39,82417 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP157,154$3.5munder 0.1%Trimmed-56,68917 Feb 2026 (the filing on sec.gov)
Freestone Grove Partners LP148,861$3.3munder 0.1%Trimmed-94,06317 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC129,120$2.9munder 0.1%Added+60,30813 Feb 2026 (the filing on sec.gov)
PDT Partners LLC106,528$2.4m0.15%Held017 Feb 2026 (the filing on sec.gov)
Acadian Asset Management LLC81,476$1.8munder 0.1%Trimmed-83,74110 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC40,486$904kunder 0.1%Trimmed-869,96812 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP33,067$738kunder 0.1%Trimmed-155,21710 Feb 2026 (the filing on sec.gov)
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Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
4 in Q1 2025 to 2 in Q2 2026

Tracked managers listing it, at least.

051015Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SFD by quarter
QuarterHoldersReported valueBuyersSellers
Q1 20254$30m40
Q2 20255$40m43
Q3 202511$188m101
Q4 20257$96m1317
Q1 20267$161m1616
Q2 20262$105m1018

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SFD and PM →SFD and KO →SFD and COST →Choose a stock to compare with SFD →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SFD, latest filings →Back to the 13F Explorer →