Capital Fund Management (CFM)
SMPL icon

Capital Fund Management (CFM)’s Simply Good Foods SMPL Stock Holding History

Capital Fund Management (CFM)’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 		$645K Buy
+44,940
New +$775K ﹤0.01% 1819
2019
Q2 		– Sell
-26,800
Closed -$552K – 1891
2019
Q1 		$552K Sell
26,800
-300
-1% -$5.99K ﹤0.01% 1214
2018
Q4 		$512K Buy
+27,100
New +$511K ﹤0.01% 1366

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

Capital Fund Management (CFM)'s SMPL Position: Q1 2026 in Review

Capital Fund Management (CFM) opened a new position in Simply Good Foods (SMPL) in Q1 2026: 44,940 shares worth $645K. The stake represents ﹤0.01% of the portfolio and ranks #1819 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in SMPL as recently as Q1 2019.

Capital Fund Management (CFM) first reported a position in SMPL in Q4 2018 and has held it in 3 quarters since. 276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Capital Fund Management (CFM) held 44,940 shares of Simply Good Foods worth $645K as of Q1 2026.
  • Simply Good Foods was a new Capital Fund Management (CFM) position in Q1 2026.
  • Simply Good Foods made up ﹤0.01% of Capital Fund Management (CFM)'s portfolio in Q1 2026, its #1819 holding.
  • Capital Fund Management (CFM) first reported a position in Simply Good Foods in Q4 2018 and has held it in 3 quarters since.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.