Counterpoint Mutual Funds
SMPL icon

Counterpoint Mutual Funds’s Simply Good Foods SMPL Stock Holding History

Counterpoint Mutual Funds’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
Q3 		$9.29M Buy
978,657
+952,166
+3,594% +$10.5M 0.8% 34
2026
Q2 		$352K Buy
+26,491
New +$327K 0.03% 208
2026
Q1 		– Sell
-14,558
Closed -$292K – 475
2025
Q4 		$292K Buy
+14,558
New +$303K 0.02% 281

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Leibman Financial Services
Leibman Financial Services Louisville, Nebraska $145M AUM 10.64% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Counterpoint Mutual Funds's SMPL Position: Q3 2026 in Review

Counterpoint Mutual Funds increased its Simply Good Foods (SMPL) stake by 3,594% in Q3 2026, buying an estimated $10.5M and bringing the position to 978,657 shares worth $9.29M. The position accounts for 0.8% of the portfolio, ranked #34.

Counterpoint Mutual Funds first reported a position in SMPL in Q4 2025 and has held it in 3 quarters since. 24 funds tracked by Wall St. Rank hold SMPL as of Q3 2026.

  • Counterpoint Mutual Funds held 978,657 shares of Simply Good Foods worth $9.29M as of Q3 2026.
  • Counterpoint Mutual Funds bought 952,166 Simply Good Foods shares in Q3 2026, an estimated $10.5M.
  • Simply Good Foods made up 0.8% of Counterpoint Mutual Funds's portfolio in Q3 2026, its #34 holding.
  • Counterpoint Mutual Funds first reported a position in Simply Good Foods in Q4 2025 and has held it in 3 quarters since.
  • 24 funds tracked by Wall St. Rank held Simply Good Foods as of Q3 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2026, filed 16 Oct 2026.