L3VLUP

SFD in the 13F filings

Smithfield Foods Inc · CUSIP 832248207

Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
29
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 5 listed it in both
Shares listed
13,588,909
combined, among listed positions
Reported value
$378m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 16 buyers (opened or added shares) and 16 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +8,963.

Managers listing SFD in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

29 of 29 holders

ActionFiling
Two Sigma Investments LP4,216,930$118m0.10%Added+2,814,67215 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)2,945,908$82munder 0.1%Added+191,31315 May 2026 (the filing on sec.gov)
Millennium Management LLC1,097,246$31munder 0.1%Trimmed-1,554,69415 May 2026 (the filing on sec.gov)
AQR Capital Management LLC1,116,313$31munder 0.1%Added+1,089,12015 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC564,891$16munder 0.1%Trimmed-524,37515 May 2026 (the filing on sec.gov)
Woodline Partners LP428,082$12munder 0.1%Trimmed-209,97315 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC424,484$12munder 0.1%Trimmed-112,89915 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC324,500$9.1munder 0.1%Added+112,20014 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.271,356$7.6munder 0.1%Trimmed-145,73615 May 2026 (the filing on sec.gov)
Invesco Ltd265,138$7.4munder 0.1%Added+45,68812 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP253,425$7.1m0.06%Added+69,28114 May 2026 (the filing on sec.gov)
Walleye Capital LLC213,849$6.0munder 0.1%Trimmed-531,11513 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC194,525$5.4munder 0.1%Added+113,04913 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC193,072$5.4munder 0.1%Trimmed-7,59615 May 2026 (the filing on sec.gov)
Holocene Advisors LP153,342$4.3munder 0.1%Trimmed-131,63715 May 2026 (the filing on sec.gov)
Point72 Asset Management LP144,033$4.0munder 0.1%Trimmed-481,66615 May 2026 (the filing on sec.gov)
AllianceBernstein LP178,689$4.0munder 0.1%Added+21,53515 May 2026 (the filing on sec.gov)
Bridgewater Associates LP93,092$2.6munder 0.1%Trimmed-234,40415 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP84,055$2.4munder 0.1%Newnew14 May 2026 (the filing on sec.gov)
Citadel Advisors LLC81,771$2.3munder 0.1%Trimmed-281,06715 May 2026 (the filing on sec.gov)
Jane Street Group LLC76,976$2.2munder 0.1%Added+36,49012 May 2026 (the filing on sec.gov)
PDT Partners LLC69,820$2.0m0.12%Trimmed-36,70815 May 2026 (the filing on sec.gov)
Verition Fund Management LLC58,076$1.6munder 0.1%Trimmed-71,04415 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC45,894$1.3munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Quantbot Technologies LP39,885$1.1munder 0.1%Added+6,81813 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, 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.

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 →