John Overdeck’s Hormel Foods HRL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$306M Buy
12,325,712
+338,984
+3% +$7.54M 0.22% 89
2026
Q1
$271M Buy
11,986,728
+7,542,742
+170% +$180M 0.22% 102
2025
Q4
$105M Buy
4,443,986
+1,269,433
+40% +$29.6M 0.15% 171
2025
Q3
$78.5M Buy
3,174,553
+1,770,852
+126% +$49M 0.12% 233
2025
Q2
$42.5M Buy
1,403,701
+279,800
+25% +$8.44M 0.08% 326
2025
Q1
$34.8M Sell
1,123,901
-929,259
-45% -$27.6M 0.07% 314
2024
Q4
$64.4M Buy
2,053,160
+1,690,746
+467% +$53M 0.14% 173
2024
Q3
$11.5M Sell
362,414
-291,232
-45% -$9.25M 0.03% 697
2024
Q2
$19.9M Sell
653,646
-159,845
-20% -$5.38M 0.05% 460
2024
Q1
$28.4M Sell
813,491
-390,820
-32% -$12.5M 0.07% 340
2023
Q4
$38.7M Buy
+1,204,311
New +$39.3M 0.09% 271
2021
Q3
Sell
-1,123,786
Closed -$50.7M 4445
2021
Q2
$53.7M Sell
1,123,786
-942,966
-46% -$44.9M 0.12% 190
2021
Q1
$98.7M Sell
2,066,752
-23,246
-1% -$1.1M 0.26% 80
2020
Q4
$97.4M Buy
2,089,998
+275,425
+15% +$13.4M 0.28% 81
2020
Q3
$88.7M Buy
1,814,573
+762,851
+73% +$38.3M 0.31% 70
2020
Q2
$50.8M Buy
1,051,722
+936,983
+817% +$44.8M 0.25% 80
2020
Q1
$5.35M Buy
114,739
+60,462
+111% +$2.75M 0.04% 470
2019
Q4
$2.45M Buy
+54,277
New +$2.34M 0.01% 1431
2017
Q4
Sell
-41,999
Closed -$1.41M 3236
2017
Q3
$1.35M Buy
+41,999
New +$1.37M ﹤0.01% 1537
2017
Q1
Sell
-167,281
Closed -$5.82M 3063
2016
Q4
$5.82M Buy
+167,281
New +$6.04M 0.02% 774
2014
Q2
Sell
-107,690
Closed -$2.65M 2229
2014
Q1
$2.65M Buy
+107,690
New +$2.48M 0.01% 835

Other funds holding HRL

John Overdeck's HRL Position: Q2 2026 in Review

John Overdeck increased its Hormel Foods (HRL) stake by 2.8% in Q2 2026, buying an estimated $7.54M and bringing the position to 12,325,712 shares worth $306M. The position accounts for 0.22% of the portfolio, ranked #89.

John Overdeck first reported a position in HRL in Q1 2014 and has held it in 21 quarters since. 617 funds tracked by Wall St. Rank hold HRL as of Q2 2026.

  • John Overdeck held 12,325,712 shares of Hormel Foods worth $306M as of Q2 2026.
  • John Overdeck bought 338,984 Hormel Foods shares in Q2 2026, an estimated $7.54M.
  • Hormel Foods made up 0.22% of John Overdeck's portfolio in Q2 2026, its #89 holding.
  • John Overdeck first reported a position in Hormel Foods in Q1 2014 and has held it in 21 quarters since.
  • 617 funds tracked by Wall St. Rank held Hormel Foods as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.