THS
TreeHouse Foods, Inc. · Consumer Defensive · Packaged Foods
Momentum inputs (comparable managers):
holder breadth +22.2% ·
share flow +13.6% ·
net new positions +18.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| 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 | State Street Global Advisors ✦ (passive) | 1.81M | -5.2% | $48.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 1.09M | +1.5% | $29.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (passive) | 1.09M | +1.5% | $29.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | D. E. Shaw & Co. ✦ | 556.63K | +62.2% | $15.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | D. E. Shaw & Co. ✦ | 556.63K | +62.2% | $15.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Arrowstreet Capital ✦ | 335.57K | New | $9.09M | 0.0% | New | 1 | SEC ↗ |
| 7 | Two Sigma Investments ✦ | 214.95K | +40.8% | $5.82M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 176.30K | New | $4.78M | 0.0% | New | 1 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 100.96K | -45.2% | $2.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 100.96K | -45.2% | $2.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Marshall Wace ✦ | 69.43K | -54.5% | $1.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Marshall Wace ✦ | 69.43K | -54.5% | $1.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 42.43K | +4.9% | $1.15M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 11.14K | New | $298,829 | 0.0% | New | 1 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 11.14K | New | $298,829 | 0.0% | New | 1 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 11.14K | New | $298,829 | 0.0% | New | 1 | SEC ↗ |
| 17 | Point72 Asset Management ✦ | 2.63K | New | $71,251 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Arrowstreet Capital | $9.09M | 0.0% |
| Renaissance Technologies | $4.78M | 0.0% |
| AQR Capital Management | $298,829 | 0.0% |
| AQR Capital Management | $298,829 | 0.0% |
| AQR Capital Management | $298,829 | 0.0% |
| Point72 Asset Management | $71,251 | 0.0% |
Exited
| Millennium Management | $517,465 | was 0.0% |
| Bridgewater Associates | $339,461 | 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.