Which hedge funds own SMPL? SIMPLY GOOD FOODS CO, Q2 2026 13F holders
34 tracked hedge funds disclosed a position in SMPL (SIMPLY GOOD FOODS CO) in their Q2 2026 13F filings, worth $131.8m in total. The largest holder by portfolio weight is Oaktree Capital Management LP at 0.3% of its book. 14 opened a new position this quarter: CastleKnight Management LP, Campbell & CO Investment Adviser LLC, Fox Run Management, L.L.C., Landscape Capital Management, L.L.C.. 14 exited: iSAM Funds (UK) Ltd, EntryPoint Capital, LLC, Twinbeech Capital LP.
- 34
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 14
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 14
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $29.9m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $43.4m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $132m
- Combined value Sum of the holders' reported positions in the security.
- 2.7%
- 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
| iSAM Funds (UK) Ltd | 0.2% | $410k |
| EntryPoint Capital, LLC | 0.1% | $348k |
| Twinbeech Capital LP | 0.09% | $872k |
| Atom Investors LP | 0.07% | $1.0m |
| Engineers Gate Manager LP | 0.02% | $1.8m |
| Qube Research & Technologies Ltd | 0.02% | $14.0m |
| Weiss Asset Management LP | 0.02% | $948k |
| Arrowstreet Capital, Limited Partnership | 0.01% | $21.1m |
| Centiva Capital, LP | 0.01% | $160k |
| Bridgewater Associates, LP | 0.01% | $1.6m |
| Voleon Capital Management LP | 0.0% | $184k |
| Verition Fund Management LLC | 0.0% | $285k |
| Holocene Advisors, LP | 0.0% | $682k |
| CVA Family Office, LLC | 0.0% | $72 |
Ownership over time
Who discovered SMPL first? Beta
| Woodson Capital Management, LP high conviction | Q3 2017 | +6.1 pts |
| Ratan Capital Management LP high conviction | Q4 2017 | +5.3 pts |
| Hudson Way Capital Management LLC high conviction | Q4 2020 | +2.5 pts |
| Ionic Capital Management LLC | Q2 2020 | +0.9 pts |
| Mason Capital Management LLC | Q3 2017 | +0.3 pts |
| Ardsley Advisory Partners LP | Q2 2020 | +0.2 pts |
| Kingdon Capital Management, L.L.C. | Q1 2020 | +0.1 pts |
| Summit Partners Public Asset Management, LLC | Q2 2019 | −0.7 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.