Ticker · CUSIP 832248207

SFD

SMITHFIELD FOODS INC

Consumer Defensive·Packaged Foods

···Share

Holders (tracked)

Combined shares

7,624,287

Combined value

$170.25M

Last close

$29.00

Quarter

2025Q4

Price is +29.9% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$29.00+9.50 (+48.69%)H $29.59 · L $18.91 · Avg Vol 1.0M

Position opened

Tracked holders · last 8 quarters

Flat over the last 4 quarters.

SEC event timeline

23 events

Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+161,854 shares · 2025Q4
Position
D.E. Shaw & Co. opened position2026-02-17
+417,092 shares · 2025Q4
Position
AQR Capital Management trimmed2026-02-17
−2,649 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) trimmed2026-02-17
−981,116 shares · 2025Q4
Position
Two Sigma Investments added2026-02-17
+905,596 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2026-02-17
−982,769 shares · 2025Q4
Position
Steve Cohen (Point72) added2026-02-17
+525,214 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+1,320 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) trimmed2026-02-13
−30,089 shares · 2025Q4
Position
George Soros (Soros Fund Mgmt) exited2026-02-13
−368,940 shares · 2025Q4
Position
Lee Ainslie (Maverick Capital) exited2026-02-13
−187,805 shares · 2025Q4
Position
Renaissance Technologies added2026-02-12
+173,200 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+1,401,313 shares · 2025Q4
Position
Steve Cohen (Point72) opened position2025-11-14
+100,485 shares · 2025Q3
Position
Two Sigma Investments added2025-11-14
+401,757 shares · 2025Q3
Position
AQR Capital Management added2025-11-14
+5,806 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) added2025-11-14
+1,760,713 shares · 2025Q3
Position
Lee Ainslie (Maverick Capital) opened position2025-11-14
+187,805 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+9,213 shares · 2025Q3
Position
George Soros (Soros Fund Mgmt) opened position2025-11-14
+368,940 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−1,330,000 shares · 2025Q3
Position
Ray Dalio (Bridgewater Associates) opened position2025-11-13
+357,585 shares · 2025Q3
Position
Renaissance Technologies trimmed2025-11-13
−145,800 shares · 2025Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for SFD →

Follow-the-investor returns

If you'd copied each holder of SFD…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Izzy Englander (Millennium Mgmt)	2025Q1	$21.89	+32.5%	$76.9M
Renaissance Technologies	2025Q1	$22.20	+30.6%	$6.2M
D.E. Shaw & Co.	2025Q4	$22.33	+29.9%	$12.1M
Paul Tudor Jones (Tudor Investment)	2025Q4	$22.33	+29.9%	$4.7M
Steve Cohen (Point72)	2025Q1	$22.39	+29.5%	$18.1M
Two Sigma Investments	2025Q1	$22.54	+28.6%	$40.7M
Ken Griffin (Citadel Advisors)	2025Q1	$22.93	+26.5%	$397K
Ken Griffin (Citadel Advisors)	2025Q1	$22.93	+26.5%	$397K
T. Rowe Price	2025Q2	$23.44	+23.7%	$598K
Norges Bank (Norway SWF)	2025Q2	$23.47	+23.6%	$40.6M
Ray Dalio (Bridgewater Associates)	2025Q3	$23.48	+23.5%	$9.5M
AQR Capital Management	2025Q2	$23.52	+23.3%	$789K

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions3

Norges Bank (Norway SWF)
+1,401,313
$31.3M
D.E. Shaw & Co.
+417,092
$9.3M
Paul Tudor Jones (Tudor Investment)
+161,854
$3.6M

Added to4

Two Sigma Investments
+905,596
$20.2M
Steve Cohen (Point72)
+525,214
$11.7M
Renaissance Technologies
+173,200
$3.9M
T. Rowe Price
+1,320
$30

Trimmed4

Izzy Englander (Millennium Mgmt)
−982,769
$21.9M
Ken Griffin (Citadel Advisors)
−981,116
$21.9M
Ray Dalio (Bridgewater Associates)
−30,089
$672K
AQR Capital Management
−2,649
$59K

Exited2

George Soros (Soros Fund Mgmt)
−368,940
$8.7M
Lee Ainslie (Maverick Capital)
−187,805
$4.4M

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2025Q1	6	4,947,666	$100.9M	—
2025Q2	8	4,005,697	$94.3M	+2
2025Q3	12	7,096,766	$166.6M	+4
2025Q4	12	7,624,287	$170.3M	—

Who owns SFD

12 super-investors · 2025Q4

Tracked stake

7.62M

Combined value

$170M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New3Added4Trim5

#	Manager	Shares	Value	% of book	Last action	8Q trend
1	Izzy Englander Millennium Mgmt	2.65M	$59M	0.0%	Trim−982.8K
2	Two Sigma Investments	1.40M	$31M	0.0%	Added+905.6K
3	Norges Bank Norway SWF	1.40M	$31M	0.0%	New+1.40M
4	Steve Cohen Point72	625.7K	$14M	0.0%	Added+525.2K
5	D.E. Shaw & Co.	417.1K	$9M	0.0%	New+417.1K	—
6	Ken Griffin Citadel Advisors	362.8K	$8M	0.0%	Trim−981.1K
7	Ray Dalio Bridgewater Associates	327.5K	$7M	0.0%	Trim−30.1K
8	Renaissance Technologies	212.3K	$5M	0.0%	Added+173.2K
9	Paul Tudor Jones Tudor Investment	161.9K	$4M	0.0%	New+161.9K	—
10	AQR Capital Management	27.2K	$607K	0.0%	Trim−2.6K
11	T. Rowe Price	20.6K	$461K	0.0%	Added+1.3K
12	Ken Griffin Citadel Advisors	13.7K	$306K	0.0%	Trim−981.1K

Recent moves

20 transactions

TRIMAQR Capital Management
−2,649 · 2025Q4
NEWD.E. Shaw & Co.
+417,092 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−982,769 · 2025Q4
ADDSteve Cohen (Point72)
+525,214 · 2025Q4
ADDT. Rowe Price
+1,320 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+161,854 · 2025Q4
TRIMKen Griffin (Citadel Advisors)
−981,116 · 2025Q4
ADDTwo Sigma Investments
+905,596 · 2025Q4
TRIMRay Dalio (Bridgewater Associates)
−30,089 · 2025Q4
SOLDGeorge Soros (Soros Fund Mgmt)
−368,940 · 2025Q4
SOLDLee Ainslie (Maverick Capital)
−187,805 · 2025Q4
ADDRenaissance Technologies
+173,200 · 2025Q4
NEWNorges Bank (Norway SWF)
+1,401,313 · 2025Q4
ADDT. Rowe Price
+9,213 · 2025Q3
NEWLee Ainslie (Maverick Capital)
+187,805 · 2025Q3
ADDIzzy Englander (Millennium Mgmt)
+1,760,713 · 2025Q3
NEWSteve Cohen (Point72)
+100,485 · 2025Q3
ADDAQR Capital Management
+5,806 · 2025Q3
ADDTwo Sigma Investments
+401,757 · 2025Q3
NEWGeorge Soros (Soros Fund Mgmt)
+368,940 · 2025Q3

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