Which hedge funds own SFD? SMITHFIELD FOODS INC, Q2 2026 13F holders
43 tracked hedge funds disclosed a position in SFD (SMITHFIELD FOODS INC) in their Q2 2026 13F filings, worth $347.2m in total. The largest holder by portfolio weight is Seldon Capital LP at 2.6% of its book. 9 opened a new position this quarter: Twinbeech Capital LP, Diametric Capital, LP, Fox Run Management, L.L.C., Hillsdale Investment Management Inc.. 15 exited: Dayah Capital LLC, Oxford Asset Management LLP, Readystate Asset Management LP.
- 43
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 9
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 15
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $5.2m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $66.9m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $347m
- Combined value Sum of the holders' reported positions in the security.
- 3.5%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Dayah Capital LLC | 1.1% | $2.0m |
| Oxford Asset Management LLP | 0.4% | $903k |
| Readystate Asset Management LP | 0.10% | $1.7m |
| Machina Capital S.A.S. | 0.08% | $411k |
| ExodusPoint Capital Management, LP | 0.07% | $7.1m |
| Aquatic Capital Management LLC | 0.07% | $2.3m |
| Woodline Partners LP | 0.05% | $12.0m |
| Walleye Capital LLC | 0.04% | $6.0m |
| Alyeska Investment Group, L.P. | 0.04% | $12.7m |
| Entropy Technologies, LP | 0.03% | $723k |
| Balyasny Asset Management L.P. | 0.03% | $15.8m |
| Bridgewater Associates, LP | 0.01% | $2.6m |
| Voleon Capital Management LP | 0.01% | $480k |
| Citadel Advisors LLC | 0.0% | $2.3m |
| IFM Investors Pty Ltd | 0.0% | $2.5k |
Ownership over time
Who discovered SFD first? Beta
| Walnut Level Capital LLC high conviction | Q4 2025 | +1.8 pts |
| Brightlight Capital Management LP high conviction | Q1 2025 | +0.6 pts |
| Park West Asset Management LLC | Q1 2025 | +0.4 pts |
| Seven Grand Managers, LLC | Q1 2025 | +0.2 pts |
| Zimmer Partners, LP | Q1 2025 | +0.1 pts |
| Discovery Capital Management, LLC | Q3 2007 | – |
| Lone Pine Capital LLC | Q2 2009 | – |
| Starboard Value LP high conviction | Q2 2013 | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.