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Fourth Sail Capital’s Hormel Foods HRL Stock Holding History

Fourth Sail Capital’s Portfolio HRL Stock Details HRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.9M Buy
1,125,162
+107,300
+11% +$2.39M 4.23% 6
2026
Q1 		$23.1M Sell
1,017,862
-423,800
-29% -$10.1M 3.79% 11
2025
Q4 		$34.2M Buy
1,441,662
+736,662
+104% +$17.2M 5.48% 5
2025
Q3 		$17.4M Buy
+705,000
New +$19.5M 4.21% 10

Other funds holding HRL

VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
GHC
Great Hill Capital New York $4.29B AUM 18.17% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return

Fourth Sail Capital's HRL Position: Q2 2026 in Review

Fourth Sail Capital increased its Hormel Foods (HRL) stake by 11% in Q2 2026, buying an estimated $2.39M and bringing the position to 1,125,162 shares worth $27.9M. The position accounts for 4.23% of the portfolio, ranked #6.

Fourth Sail Capital first reported a position in HRL in Q3 2025 and has held it in 4 quarters since. The position peaked at $34.2M in Q4 2025. 293 funds tracked by Wall St. Rank hold HRL as of Q2 2026.

  • Fourth Sail Capital held 1,125,162 shares of Hormel Foods worth $27.9M as of Q2 2026.
  • Fourth Sail Capital bought 107,300 Hormel Foods shares in Q2 2026, an estimated $2.39M.
  • Hormel Foods made up 4.23% of Fourth Sail Capital's portfolio in Q2 2026, its #6 holding.
  • Fourth Sail Capital first reported a position in Hormel Foods in Q3 2025 and has held it in 4 quarters since.
  • Fourth Sail Capital's Hormel Foods position peaked at $34.2M in Q4 2025.
  • 293 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2026.

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