Balyasny Asset Management’s Simply Good Foods SMPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-300,000
Closed -$11.9M 3081
2023
Q4
$11.9M Buy
+300,000
New +$11.2M 0.02% 801

Other funds holding SMPL

Balyasny Asset Management's SMPL Position: Q1 2026 in Review

Balyasny Asset Management reduced its Simply Good Foods (SMPL) stake by 97% in Q1 2026, selling an estimated $13.4M and leaving 24,370 shares worth $350K. The position accounts for ﹤0.01% of the portfolio, ranked #2504.

Balyasny Asset Management first reported a position in SMPL in Q2 2018 and has held it in 18 quarters since. The position peaked at $50.1M in Q2 2024. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Balyasny Asset Management held 24,370 shares of Simply Good Foods worth $350K as of Q1 2026.
  • Balyasny Asset Management sold 774,466 Simply Good Foods shares in Q1 2026, an estimated $13.4M.
  • Simply Good Foods made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2504 holding.
  • Balyasny Asset Management first reported a position in Simply Good Foods in Q2 2018 and has held it in 18 quarters since.
  • Balyasny Asset Management's Simply Good Foods position peaked at $50.1M in Q2 2024.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.