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Benchstone Capital Management’s Simply Good Foods SMPL Stock Holding History

Benchstone Capital Management’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
2025
Q4 		– Sell
-180,899
Closed -$4.49M – 55
2025
Q3 		$4.49M Sell
180,899
-337,394
-65% -$9.96M 0.61% 26
2025
Q2 		$16.4M Buy
+518,293
New +$18M 1.45% 31

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Benchstone Capital Management's SMPL Position: Q4 2025 in Review

Benchstone Capital Management sold out of Simply Good Foods (SMPL) in Q4 2025, closing a stake of 180,899 shares — an estimated $4.49M sold.

Benchstone Capital Management first reported a position in SMPL in Q2 2025 and held it in 2 quarters. The position peaked at $16.4M in Q2 2025. 266 funds tracked by Wall St. Rank hold SMPL as of Q4 2025.

  • Benchstone Capital Management reported no remaining Simply Good Foods position as of Q4 2025 after selling out during the quarter.
  • Benchstone Capital Management sold 180,899 Simply Good Foods shares in Q4 2025, an estimated $4.49M.
  • Benchstone Capital Management first reported a position in Simply Good Foods in Q2 2025 and held it in 2 quarters.
  • Benchstone Capital Management's Simply Good Foods position peaked at $16.4M in Q2 2025.
  • 266 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2025.

Based on Benchstone Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.