SFD in the 13F filings

Smithfield Foods Inc · CUSIP 832248207

Quarter

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

Quarter end: 30 Jun 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 3 Aug 2026
Managers listing it: 22; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q1 2026 and Q2 2026; 5 listed it in both
Shares listed: 14,512,447; combined, among listed positions
Reported value: $353m; 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: 10 buyers (opened or added shares) and 18 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +923,538.

Managers listing SFD in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

22 of 22 holders

				Action		Filing
Two Sigma Investments LP	4,238,865	$103m	0.07%	Added	+21,935	14 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC	4,112,981	$100m	under 0.1%	Added	+2,996,668	14 Aug 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	2,906,527	$71m	under 0.1%	Trimmed	-39,381	13 Aug 2026 (the filing on sec.gov)
Millennium Management LLC	926,610	$22m	under 0.1%	Trimmed	-170,636	14 Aug 2026 (the filing on sec.gov)
Renaissance Technologies LLC	733,300	$18m	under 0.1%	Added	+408,800	13 Aug 2026 (the filing on sec.gov)
Invesco Ltd	274,299	$6.7m	under 0.1%	Added	+9,161	14 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP	218,089	$5.3m	under 0.1%	Added	+74,056	14 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP	185,605	$5.2m	under 0.1%	Added	+6,916	14 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.	194,401	$4.7m	under 0.1%	Trimmed	-76,955	14 Aug 2026 (the filing on sec.gov)
Voloridge Investment Management LLC	174,582	$4.2m	under 0.1%	Trimmed	-249,902	14 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC	112,413	$2.7m	under 0.1%	Added	+66,519	14 Aug 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	88,900	$2.2m	under 0.1%	Trimmed	-104,172	14 Aug 2026 (the filing on sec.gov)
Verition Fund Management LLC	85,000	$2.1m	under 0.1%	Added	+26,924	14 Aug 2026 (the filing on sec.gov)
PDT Partners LLC	69,820	$1.7m	0.09%	Held	0	14 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP	43,697	$1.1m	under 0.1%	Trimmed	-40,358	13 Aug 2026 (the filing on sec.gov)
Holocene Advisors LP	29,399	$713k	under 0.1%	Trimmed	-123,943	14 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	26,676	$647k	under 0.1%	Added	+17,813	27 Oct 2026 (the filing on sec.gov)
Acadian Asset Management LLC	22,904	$555k	under 0.1%	Trimmed	-171,621	13 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	22,688	$551k	under 0.1%	Trimmed	-561	14 Aug 2026 (the filing on sec.gov)
Quantbot Technologies LP	20,508	$498k	under 0.1%	Trimmed	-19,377	12 Aug 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP	14,813	$359k	under 0.1%	Added	+4,483	14 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP	10,370	$252k	under 0.1%	Trimmed	-745	14 Aug 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

AQR Capital Management LLCexisting position · 4,112,981 shares now+2,996,668
Renaissance Technologies LLCexisting position · 733,300 shares now+408,800
Point72 Asset Management LPexisting position · 218,089 shares now+74,056
Squarepoint Ops LLCexisting position · 112,413 shares now+66,519
Verition Fund Management LLCexisting position · 85,000 shares now+26,924

Reductions

Voloridge Investment Management LLCexisting position · 174,582 shares now-249,902
Acadian Asset Management LLCexisting position · 22,904 shares now-171,621
Millennium Management LLCexisting position · 926,610 shares now-170,636
Holocene Advisors LPexisting position · 29,399 shares now-123,943
Schonfeld Strategic Advisors LLCexisting position · 88,900 shares now-104,172

New positions and exits

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

New (0)

No new position among listed positions.

Exited (7)

Balyasny Asset Management LLCwas $16m
Woodline Partners LPwas $12m
ExodusPoint Capital Management LPwas $7.1m
Walleye Capital LLCwas $6.0m
Bridgewater Associates LPwas $2.6m
Citadel Advisors LLCwas $2.3m
Jane Street Group LLCwas $2.2m

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.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

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 →

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Quarter	Holders	Reported value	Buyers	Sellers
Q1 2025	4	$30m	4	0
Q2 2025	5	$40m	4	3
Q3 2025	11	$188m	10	1
Q4 2025	7	$96m	13	17
Q1 2026	7	$161m	16	16
Q2 2026	2	$105m	10	18