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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bayforest Capital's SMPL Position: Q1 2026 in Review

Bayforest Capital opened a new position in Simply Good Foods (SMPL) in Q1 2026: 3,057 shares worth $43.9K. The stake represents 0.05% of the portfolio and ranks #595 among its holdings. This is a return to the name: Bayforest Capital previously reported a position in SMPL as recently as Q3 2025.

Bayforest Capital first reported a position in SMPL in Q4 2024 and has held it in 5 quarters since. The position peaked at $204K in Q3 2025. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Bayforest Capital held 3,057 shares of Simply Good Foods worth $43.9K as of Q1 2026.
  • Simply Good Foods was a new Bayforest Capital position in Q1 2026.
  • Simply Good Foods made up 0.05% of Bayforest Capital's portfolio in Q1 2026, its #595 holding.
  • Bayforest Capital first reported a position in Simply Good Foods in Q4 2024 and has held it in 5 quarters since.
  • Bayforest Capital's Simply Good Foods position peaked at $204K in Q3 2025.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.