JY
SFD

Jeff Yass’s Smithfield Foods SFD Stock Holding History

Jeff Yass’s Portfolio SFD Stock Details SFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17M Buy
48,300
+34,300
+245% +$917K ﹤0.01% 7796
2026
Q1 		$392K Buy
+14,000
New +$337K ﹤0.01% 10273
2025
Q4 		– Sell
-11,500
Closed -$270K – 13982
2025
Q3 		$270K Sell
11,500
-25,100
-69% -$613K ﹤0.01% 10358
2025
Q2 		$861K Buy
+36,600
New +$809K ﹤0.01% 7812

Other funds holding SFD

LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return

Jeff Yass's SFD Position: Q1 2026 in Review

Jeff Yass sold out of Smithfield Foods (SFD) in Q1 2026, closing a stake of 20,476 shares — an estimated $492K sold.

Jeff Yass first reported a position in SFD in Q1 2025 and held it in 3 quarters. The position peaked at $508K in Q1 2025. 244 funds tracked by Wall St. Rank hold SFD as of Q1 2026.

  • Jeff Yass reported no remaining Smithfield Foods position as of Q1 2026 after selling out during the quarter.
  • Jeff Yass sold 20,476 Smithfield Foods shares in Q1 2026, an estimated $492K.
  • Jeff Yass first reported a position in Smithfield Foods in Q1 2025 and held it in 3 quarters.
  • Jeff Yass's Smithfield Foods position peaked at $508K in Q1 2025.
  • 244 funds tracked by Wall St. Rank held Smithfield Foods as of Q1 2026.

Based on Susquehanna International Group's 13F filing for Q1 2026, filed 15 May 2026.