SMPL
The Simply Good Foods Company · Consumer Defensive · Packaged Foods
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -0.3% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 104 | +1 | 58.77M | $780.57M | +13 | −11 |
| Q1 2026 | 105 | +2 | 55.98M | $804.07M | +14 | −13 |
| Q4 2025 | 104 | 0 | 64.46M | $1.29B | +1 | — |
| Q3 2025 | 21 | +3 | 46.19M | $1.15B | +3 | −1 |
| Q2 2025 | 16 | 0 | 49.25M | $1.56B | +2 | −2 |
| Q1 2025 | 13 | -1 | 14.37M | $495.68M | +2 | −3 |
| Q4 2024 | 14 | -2 | 15.07M | $587.40M | — | −2 |
| Q3 2024 | 15 | +1 | 12.72M | $442.17M | +1 | — |
| Q2 2024 | 14 | — | 12.86M | $464.67M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 13.44M | — | $424.43M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 13.44M | — | $424.43M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 13.44M | — | $424.43M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 13.44M | — | $424.43M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 13.44M | — | $424.43M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 13.44M | — | $424.43M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 13.44M | — | $424.43M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 13.44M | — | $424.43M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 13.44M | — | $424.43M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 13.44M | — | $424.43M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 13.44M | — | $424.43M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 13.44M | — | $424.43M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 13.44M | — | $424.43M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 13.44M | — | $424.43M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 13.44M | — | $424.43M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 11.18M | — | $353.21M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 11.18M | — | $353.21M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 11.18M | — | $353.21M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 11.18M | — | $353.21M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 11.18M | — | $353.21M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | The Vanguard Group ✦ (pasivo) | 10.43M | — | $329.62M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | The Vanguard Group ✦ (pasivo) | 10.43M | — | $329.62M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | The Vanguard Group ✦ (pasivo) | 10.43M | — | $329.62M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | The Vanguard Group ✦ (pasivo) | 10.43M | — | $329.62M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | The Vanguard Group ✦ (pasivo) | 10.43M | — | $329.62M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wellington Management ✦ | 5.34M | +27.3% | $168.73M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Wellington Management ✦ | 5.34M | +27.3% | $168.73M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Wellington Management ✦ | 5.34M | +27.3% | $168.73M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | Wellington Management ✦ | 5.34M | +27.3% | $168.73M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Wellington Management ✦ | 5.34M | +27.3% | $168.73M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | State Street Global Advisors ✦ (pasivo) | 3.65M | +0.4% | $115.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Geode Capital Management ✦ (pasivo) | 2.31M | +2.5% | $73.01M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | Geode Capital Management ✦ (pasivo) | 2.31M | +2.5% | $73.01M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Norges Bank ✦ (pasivo) | 1.15M | +2.1% | $36.42M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | T. Rowe Price ✦ | 781.98K | +1.0% | $24.70M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 36 | T. Rowe Price ✦ | 781.98K | +1.0% | $24.70M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 474.77K | -78.1% | $15.00M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 38 | Citadel Advisors ✦ | 474.77K | -78.1% | $15.00M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 39 | Millennium Management ✦ | 213.88K | +238.8% | $6.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | Renaissance Technologies ✦ | 134.50K | Nuevo | $4.25M | 0.0% | New | 1 | SEC ↗ |
| 41 | D. E. Shaw & Co. ✦ | 90.67K | +14.8% | $2.86M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | GAMCO Investors ✦ | 23.12K | +3.4% | $730,361 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 43 | Arrowstreet Capital ✦ | 12.52K | -35.2% | $395,507 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Gotham Asset Management ✦ | 10.34K | Nuevo | $326,672 | 0.0% | New | 1 | SEC ↗ |
| 45 | Two Sigma Investments ✦ | 8.86K | +16.2% | $279,887 | 0.0% | ▲ Add | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Renaissance Technologies | $4.25M | 0.0% |
| Gotham Asset Management | $326,672 | 0.0% |
Posición cerrada
| AQR Capital Management | $655,931 | era 0.0% |
| Bridgewater Associates | $238,912 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 274 tenedores, 88.57M acciones, $1.18B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.