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SMPL

The Simply Good Foods Company · Consumer Defensive · Packaged Foods

10.95 -0.2% 市值 $968.43M 报价延迟(FMP) · 截至 Aug 25 22:08 UTC — 与下方申报数据相互独立

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
104被追踪持有人
+1Δ持有人
58.77M持有股份
$780.57M报告持仓市值
+13新建仓位
−11清仓
Stable 确信度评分 43/100 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 +1.0% · 股份流向 -0.1% · 净新建仓位 +1.9%公式
持股分散化 — 持有人增多,合计持仓比例缩小

所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q2 2026

持股变化趋势
季度持有人Δ股份报告持仓市值新增清仓
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
持有人数量
持有人 · Q2 2026
#管理人股份Δ股份价值其权重持有
1 BlackRock (被动) 13.62M +4.2% $180.91M 0.0% ▲ Add 5 SEC ↗
2 BlackRock (被动) 13.62M +4.2% $180.91M 0.0% ▲ Add 5 SEC ↗
3 BlackRock (被动) 13.62M +4.2% $180.91M 0.0% ▲ Add 5 SEC ↗
4 BlackRock (被动) 13.62M +4.2% $180.91M 0.0% ▲ Add 5 SEC ↗
5 BlackRock (被动) 13.62M +4.2% $180.91M 0.0% ▲ Add 5 SEC ↗
6 BlackRock (被动) 13.62M +4.2% $180.91M 0.0% ▲ Add 5 SEC ↗
7 BlackRock (被动) 13.62M +4.2% $180.91M 0.0% ▲ Add 5 SEC ↗
8 BlackRock (被动) 13.62M +4.2% $180.91M 0.0% ▲ Add 5 SEC ↗
9 BlackRock (被动) 13.62M +4.2% $180.91M 0.0% ▲ Add 5 SEC ↗
10 BlackRock (被动) 13.62M +4.2% $180.91M 0.0% ▲ Add 5 SEC ↗
11 BlackRock (被动) 13.62M +4.2% $180.91M 0.0% ▲ Add 5 SEC ↗
12 BlackRock (被动) 13.62M +4.2% $180.91M 0.0% ▲ Add 5 SEC ↗
13 BlackRock (被动) 13.62M +4.2% $180.91M 0.0% ▲ Add 5 SEC ↗
14 BlackRock (被动) 13.62M +4.2% $180.91M 0.0% ▲ Add 5 SEC ↗
15 BlackRock (被动) 13.62M +4.2% $180.91M 0.0% ▲ Add 5 SEC ↗
16 Vanguard Capital Management Llc 3.70M -1.9% $49.13M 0.0% ▼ Trim 2 SEC ↗
17 State Street Global Advisors (被动) 3.45M +2.5% $45.84M 0.0% ▲ Add 7 SEC ↗
18 Norges Bank (被动) 3.02M 新增 $40.12M 0.0% New 1 SEC ↗
19 Geode Capital Management (被动) 2.81M +27.5% $37.33M 0.0% ▲ Add 9 SEC ↗
20 Geode Capital Management (被动) 2.81M +27.5% $37.33M 0.0% ▲ Add 9 SEC ↗
21 Goldman Sachs Group 2.42M +164.0% $32.13M 0.0% ▲ Add 4 SEC ↗
22 Goldman Sachs Group 2.42M +164.0% $32.13M 0.0% ▲ Add 4 SEC ↗
23 Morgan Stanley 2.28M +45.8% $30.22M 0.0% ▲ Add 4 SEC ↗
24 Morgan Stanley 2.28M +45.8% $30.22M 0.0% ▲ Add 4 SEC ↗
25 Morgan Stanley 2.28M +45.8% $30.22M 0.0% ▲ Add 4 SEC ↗
26 Morgan Stanley 2.28M +45.8% $30.22M 0.0% ▲ Add 4 SEC ↗
27 Morgan Stanley 2.28M +45.8% $30.22M 0.0% ▲ Add 4 SEC ↗
28 Morgan Stanley 2.28M +45.8% $30.22M 0.0% ▲ Add 4 SEC ↗
29 Morgan Stanley 2.28M +45.8% $30.22M 0.0% ▲ Add 4 SEC ↗
30 Morgan Stanley 2.28M +45.8% $30.22M 0.0% ▲ Add 4 SEC ↗
31 Brown Advisory Inc 2.12M +83.0% $28.18M 0.0% ▲ Add 2 SEC ↗
32 Brown Advisory Inc 2.12M +83.0% $28.18M 0.0% ▲ Add 2 SEC ↗
33 AQR Capital Management 1.90M +230.6% $25.18M 0.0% ▲ Add 4 SEC ↗
34 AQR Capital Management 1.90M +230.6% $25.18M 0.0% ▲ Add 4 SEC ↗
35 AQR Capital Management 1.90M +230.6% $25.18M 0.0% ▲ Add 4 SEC ↗
36 AQR Capital Management 1.90M +230.6% $25.18M 0.0% ▲ Add 4 SEC ↗
37 AQR Capital Management 1.90M +230.6% $25.18M 0.0% ▲ Add 4 SEC ↗
38 AQR Capital Management 1.90M +230.6% $25.18M 0.0% ▲ Add 4 SEC ↗
39 AQR Capital Management 1.90M +230.6% $25.18M 0.0% ▲ Add 4 SEC ↗
40 AQR Capital Management 1.90M +230.6% $25.18M 0.0% ▲ Add 4 SEC ↗
41 Charles Schwab Investment… 1.37M +12.8% $18.16M 0.0% ▲ Add 3 SEC ↗
42 Hotchkis & Wiley Capital Management… 1.20M +54.0% $15.99M 0.0% ▲ Add 2 SEC ↗
43 Oaktree Capital Management 1.20M +6.6% $15.99M 0.4% ▲ Add 2 SEC ↗
44 Federated Hermes, Inc. 1.10M +293.4% $14.60M 0.0% ▲ Add 2 SEC ↗
45 Federated Hermes, Inc. 1.10M +293.4% $14.60M 0.0% ▲ Add 2 SEC ↗
46 Dimensional Fund Advisors Lp 1.08M -63.9% $14.41M 0.0% ▼ Trim 3 SEC ↗
47 Dimensional Fund Advisors Lp 1.08M -63.9% $14.41M 0.0% ▼ Trim 3 SEC ↗
48 Dimensional Fund Advisors Lp 1.08M -63.9% $14.41M 0.0% ▼ Trim 3 SEC ↗
49 Dimensional Fund Advisors Lp 1.08M -63.9% $14.41M 0.0% ▼ Trim 3 SEC ↗
50 Dimensional Fund Advisors Lp 1.08M -63.9% $14.41M 0.0% ▼ Trim 3 SEC ↗
51 Balyasny Asset Management L.P. 1.06M +4233.7% $14.03M 0.0% ▲ Add 3 SEC ↗
52 Northern Trust Corp 926.42K +6.5% $12.30M 0.0% ▲ Add 3 SEC ↗
53 Northern Trust Corp 926.42K +6.5% $12.30M 0.0% ▲ Add 3 SEC ↗
54 Northern Trust Corp 926.42K +6.5% $12.30M 0.0% ▲ Add 3 SEC ↗
55 Northern Trust Corp 926.42K +6.5% $12.30M 0.0% ▲ Add 3 SEC ↗
56 Northern Trust Corp 926.42K +6.5% $12.30M 0.0% ▲ Add 3 SEC ↗
57 Northern Trust Corp 926.42K +6.5% $12.30M 0.0% ▲ Add 3 SEC ↗
58 Hrt Financial Lp 911.01K +128.5% $12.10M 0.0% ▲ Add 3 SEC ↗
59 UBS Group AG 910.57K +12.3% $12.09M 0.0% ▲ Add 3 SEC ↗
60 UBS Group AG 910.57K +12.3% $12.09M 0.0% ▲ Add 3 SEC ↗
61 UBS Group AG 910.57K +12.3% $12.09M 0.0% ▲ Add 3 SEC ↗
62 UBS Group AG 910.57K +12.3% $12.09M 0.0% ▲ Add 3 SEC ↗
63 Two Sigma Investments 795.48K 新增 $10.56M 0.0% New 1 SEC ↗
64 Fidelity (FMR) 600.20K -78.7% $7.97M 0.0% ▼ Trim 5 SEC ↗
65 Fidelity (FMR) 600.20K -78.7% $7.97M 0.0% ▼ Trim 5 SEC ↗
66 Fidelity (FMR) 600.20K -78.7% $7.97M 0.0% ▼ Trim 5 SEC ↗
67 JPMorgan Chase 572.10K +25.6% $7.57M 0.0% ▲ Add 4 SEC ↗
68 JPMorgan Chase 572.10K +25.6% $7.57M 0.0% ▲ Add 4 SEC ↗
69 JPMorgan Chase 572.10K +25.6% $7.57M 0.0% ▲ Add 4 SEC ↗
70 JPMorgan Chase 572.10K +25.6% $7.57M 0.0% ▲ Add 4 SEC ↗
71 JPMorgan Chase 572.10K +25.6% $7.57M 0.0% ▲ Add 4 SEC ↗
72 JPMorgan Chase 572.10K +25.6% $7.57M 0.0% ▲ Add 4 SEC ↗
73 Bank of New York Mellon Corp 556.68K +4.1% $7.39M 0.0% ▲ Add 3 SEC ↗
74 Bank of New York Mellon Corp 556.68K +4.1% $7.39M 0.0% ▲ Add 3 SEC ↗
75 Bank of New York Mellon Corp 556.68K +4.1% $7.39M 0.0% ▲ Add 3 SEC ↗
76 Bank of New York Mellon Corp 556.68K +4.1% $7.39M 0.0% ▲ Add 3 SEC ↗
77 Bank of New York Mellon Corp 556.68K +4.1% $7.39M 0.0% ▲ Add 3 SEC ↗
78 Bank of New York Mellon Corp 556.68K +4.1% $7.39M 0.0% ▲ Add 3 SEC ↗
79 Bank of New York Mellon Corp 556.68K +4.1% $7.39M 0.0% ▲ Add 3 SEC ↗
80 D. E. Shaw & Co. 549.51K +46.1% $7.30M 0.0% ▲ Add 9 SEC ↗
81 D. E. Shaw & Co. 549.51K +46.1% $7.30M 0.0% ▲ Add 9 SEC ↗
82 Invesco Ltd. 527.88K +8.6% $7.01M 0.0% ▲ Add 3 SEC ↗
83 Invesco Ltd. 527.88K +8.6% $7.01M 0.0% ▲ Add 3 SEC ↗
84 Invesco Ltd. 527.88K +8.6% $7.01M 0.0% ▲ Add 3 SEC ↗
85 Invesco Ltd. 527.88K +8.6% $7.01M 0.0% ▲ Add 3 SEC ↗
86 Invesco Ltd. 527.88K +8.6% $7.01M 0.0% ▲ Add 3 SEC ↗
87 Invesco Ltd. 527.88K +8.6% $7.01M 0.0% ▲ Add 3 SEC ↗
88 Bank Of America Corp /De/ 504.10K -51.5% $6.69M 0.0% ▼ Trim 3 SEC ↗
89 Bank Of America Corp /De/ 504.10K -51.5% $6.69M 0.0% ▼ Trim 3 SEC ↗
90 Creative Planning 481.41K +136.5% $6.39M 0.0% ▲ Add 3 SEC ↗
91 Creative Planning 481.41K +136.5% $6.39M 0.0% ▲ Add 3 SEC ↗
92 Citigroup Inc 454.43K +119.5% $6.03M 0.0% ▲ Add 3 SEC ↗
93 Citigroup Inc 454.43K +119.5% $6.03M 0.0% ▲ Add 3 SEC ↗
94 Citigroup Inc 454.43K +119.5% $6.03M 0.0% ▲ Add 3 SEC ↗
95 Prudential Financial Inc 448.40K +320.6% $5.95M 0.0% ▲ Add 3 SEC ↗
96 Man Group plc 412.42K -50.5% $5.48M 0.0% ▼ Trim 3 SEC ↗
97 Man Group plc 412.42K -50.5% $5.48M 0.0% ▼ Trim 3 SEC ↗
98 Pacer Advisors, Inc. 409.68K -12.7% $5.44M 0.0% ▼ Trim 3 SEC ↗
99 Principal Financial Group Inc 402.37K -3.2% $5.34M 0.0% ▼ Trim 3 SEC ↗
100 Principal Financial Group Inc 402.37K -3.2% $5.34M 0.0% ▼ Trim 3 SEC ↗

"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。

新增买入方

Norges Bank $40.12M 0.0%
Two Sigma Investments $10.56M 0.0%

已清仓

Wellington Management $21.84M 曾为 0.0%
Arrowstreet Capital $21.13M 曾为 0.0%
Qube Research & Technologies… $13.95M 曾为 0.0%
Healthcare Of Ontario Pension… $6.48M 曾为 0.0%
Gotham Asset Management $2.64M 曾为 0.0%
Bridgewater Associates $1.58M 曾为 0.0%
Robeco Institutional Asset… $1.15M 曾为 0.0%
Holocene Advisors, LP $681,668 曾为 0.0%
Simplex Trading, Llc $32,761 曾为 0.0%
Nomura Asset Management Co Ltd $25,830 曾为 0.0%
TD Waterhouse Canada Inc. $71 曾为 0.0%

全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 274 持有人, 88.57M 股份, $1.18B 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。

常见共同持仓

该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。

数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。 报告期: Q2 2026 · 方法论 · 通过API获取此数据