Bayforest Capital’s Simply Good Foods SMPL Stock Holding History

Bayforest Capital’s Portfolio SMPL Stock Details SMPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$134K	Buy	10,110 +7,053	+231%	+$87.1K	0.12%	317
2026 Q1	$43.9K	Buy	+3,057	New	+$52.7K	0.05%	595
2025 Q4	–	Sell	-8,222	Closed	-$204K	–	948
2025 Q3	$204K	Buy	8,222 +8,004	+3,672%	+$236K	0.1%	382
2025 Q2	$6.89K	Sell	218 -4,381	-95%	-$152K	﹤0.01%	653
2025 Q1	$159K	Buy	4,599 +557	+14%	+$20.2K	0.07%	430
2024 Q4	$158K	Buy	+4,042	New	+$148K	0.2%	185

Other funds holding SMPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bayforest Capital's SMPL Position: Q2 2026 in Review

Bayforest Capital increased its Simply Good Foods (SMPL) stake by 231% in Q2 2026, buying an estimated $87.1K and bringing the position to 10,110 shares worth $134K. The position accounts for 0.12% of the portfolio, ranked #317.

Bayforest Capital first reported a position in SMPL in Q4 2024 and has held it in 6 quarters since. The position peaked at $204K in Q3 2025. 300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

Bayforest Capital held 10,110 shares of Simply Good Foods worth $134K as of Q2 2026.
Bayforest Capital bought 7,053 Simply Good Foods shares in Q2 2026, an estimated $87.1K.
Simply Good Foods made up 0.12% of Bayforest Capital's portfolio in Q2 2026, its #317 holding.
Bayforest Capital first reported a position in Simply Good Foods in Q4 2024 and has held it in 6 quarters since.
Bayforest Capital's Simply Good Foods position peaked at $204K in Q3 2025.
300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Bayforest Capital's 13F filing for Q2 2026, filed 5 Aug 2026.