Jeff Yass’s Simply Good Foods SMPL Stock Holding History

Jeff Yass’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	$1.03M	Buy	77,700 +67,300	+647%	+$831K	﹤0.01%	8123
2026 Q1	$149K	Buy	+10,400	New	+$179K	﹤0.01%	12006
2025 Q4	–	Sell	-83,700	Closed	-$2.08M	–	13524
2025 Q3	$2.08M	Buy	83,700 +67,000	+401%	+$1.98M	﹤0.01%	5711
2025 Q2	$528K	Sell	16,700 -5,200	-24%	-$181K	﹤0.01%	9052
2025 Q1	$755K	Buy	21,900 +6,900	+46%	+$250K	﹤0.01%	7964
2024 Q4	$585K	Buy	+15,000	New	+$549K	﹤0.01%	8286
2024 Q3	–	Sell	-31,700	Closed	-$1.15M	–	12959
2024 Q2	$1.15M	Sell	31,700 -14,100	-31%	-$504K	﹤0.01%	6272
2024 Q1	$1.56M	Buy	45,800 +24,700	+117%	+$910K	﹤0.01%	5914
2023 Q4	$836K	Buy	+21,100	New	+$788K	﹤0.01%	7430
2023 Q3	–	Sell	-88,800	Closed	-$3.25M	–	12897
2023 Q2	$3.25M	Buy	88,800 +43,800	+97%	+$1.61M	﹤0.01%	4237
2023 Q1	$1.79M	Buy	45,000 +17,800	+65%	+$658K	﹤0.01%	5383
2022 Q4	$1.03M	Sell	27,200 -1,500	-5%	-$55.4K	﹤0.01%	6106
2022 Q3	$918K	Sell	28,700 -1,100	-4%	-$36.1K	﹤0.01%	6852
2022 Q2	$1.13M	Buy	+29,800	New	+$1.18M	﹤0.01%	6233
2022 Q1	–	Sell	-4,800	Closed	-$200K	–	13899
2021 Q4	$200K	Sell	4,800 -3,200	-40%	-$122K	﹤0.01%	11451
2021 Q3	$276K	Sell	8,000 -13,400	-63%	-$482K	﹤0.01%	10781
2021 Q2	$781K	Buy	21,400 +6,200	+41%	+$212K	﹤0.01%	8446
2021 Q1	$462K	Sell	15,200 -2,400	-14%	-$71.5K	﹤0.01%	9669
2020 Q4	$552K	Buy	+17,600	New	+$410K	﹤0.01%	8067
2020 Q1	–	Sell	-27,500	Closed	-$785K	–	10826
2019 Q4	$785K	Sell	27,500 -7,200	-21%	-$190K	﹤0.01%	6004
2019 Q3	$1.01M	Buy	+34,700	New	+$969K	﹤0.01%	5673

Other funds holding SMPL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jeff Yass's SMPL Position: Q2 2026 in Review

Jeff Yass reduced its Simply Good Foods (SMPL) stake by 72% in Q2 2026, selling an estimated $916K and leaving 29,476 shares worth $391K. The position accounts for ﹤0.01% of the portfolio, ranked #10465.

Jeff Yass first reported a position in SMPL in Q1 2018 and has held it in 29 quarters since. The position peaked at $4.73M in Q2 2023. 298 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

Jeff Yass held 29,476 shares of Simply Good Foods worth $391K as of Q2 2026.
Jeff Yass sold 74,211 Simply Good Foods shares in Q2 2026, an estimated $916K.
Simply Good Foods made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #10465 holding.
Jeff Yass first reported a position in Simply Good Foods in Q1 2018 and has held it in 29 quarters since.
Jeff Yass's Simply Good Foods position peaked at $4.73M in Q2 2023.
298 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.