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Howard Marks’s Simply Good Foods SMPL Stock Holding History

Howard Marks’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
Q2 		$16M Buy
1,203,889
+75,000
+7% +$926K 0.22% 63
2026
Q1 		$16.2M Buy
+1,128,889
New +$19.5M 0.25% 69

Other funds holding SMPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Howard Marks's SMPL Position: Q2 2026 in Review

Howard Marks increased its Simply Good Foods (SMPL) stake by 6.6% in Q2 2026, buying an estimated $926K and bringing the position to 1,203,889 shares worth $16M. The position accounts for 0.22% of the portfolio, ranked #63.

Howard Marks first reported a position in SMPL in Q1 2026 and has held it in 2 quarters since. The position peaked at $16.2M in Q1 2026. 298 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

  • Howard Marks held 1,203,889 shares of Simply Good Foods worth $16M as of Q2 2026.
  • Howard Marks bought 75,000 Simply Good Foods shares in Q2 2026, an estimated $926K.
  • Simply Good Foods made up 0.22% of Howard Marks's portfolio in Q2 2026, its #63 holding.
  • Howard Marks first reported a position in Simply Good Foods in Q1 2026 and has held it in 2 quarters since.
  • Howard Marks's Simply Good Foods position peaked at $16.2M in Q1 2026.
  • 298 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Oaktree Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.