THS
TreeHouse Foods, Inc. · Consumer Defensive · Packaged Foods
Momentum inputs (comparable managers):
holder breadth -30.0% ·
share flow -28.6% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q4 2025 | 86 | +1 | 31.21M | $736.24M | +1 | — |
| Q3 2025 | 17 | 0 | 22.89M | $462.62M | +1 | −1 |
| Q2 2025 | 14 | 0 | 21.80M | $423.40M | +1 | −1 |
| Q1 2025 | 11 | +2 | 4.40M | $119.30M | +4 | −2 |
| Q4 2024 | 9 | +2 | 3.88M | $136.16M | +2 | — |
| Q3 2024 | 6 | -4 | 1.58M | $66.19M | — | −4 |
| Q2 2024 | 10 | — | 2.21M | $80.93M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passive) | 1.09M | -1.9% | $45.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 1.09M | -1.9% | $45.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | D. E. Shaw & Co. ✦ | 174.72K | -34.5% | $7.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Millennium Management ✦ | 168.71K | -61.2% | $7.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 74.45K | -62.2% | $3.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 37.57K | +0.1% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bridgewater Associates ✦ | 32.73K | -35.6% | $1.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Renaissance Technologies | $3.18M | was 0.0% |
| Citadel Advisors | $357,020 | was 0.0% |
| Norges Bank | $346,724 | was 0.0% |
| AQR Capital Management | $227,580 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2 holders, 967 shares, $23,488 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.