KIM
THS

Kestrel Investment Management’s Treehouse Foods THS Stock Holding History

Kestrel Investment Management’s Portfolio THS Stock Details THS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-158,950
Closed -$3.75M – 44
2025
Q4 		$3.75M Sell
158,950
-5,700
-3% -$124K 2.13% 26
2025
Q3 		$3.33M Hold
164,650
– – 1.88% 26
2025
Q2 		$3.2M Sell
164,650
-7,800
-5% -$175K 1.91% 27
2025
Q1 		$4.67M Hold
172,450
– – 2.85% 14
2024
Q4 		$6.06M Buy
+172,450
New +$6.29M 3.34% 10
2020
Q1 		– Sell
-165,050
Closed -$8.01M – 47
2019
Q4 		$8.01M Sell
165,050
-5,900
-3% -$302K 3.73% 4
2019
Q3 		$9.48M Sell
170,950
-750
-0.4% -$41.1K 4.71% 3
2019
Q2 		$9.29M Sell
171,700
-1,500
-0.9% -$87.6K 4.39% 2
2019
Q1 		$11.2M Sell
173,200
-2,900
-2% -$171K 5.16% 2
2018
Q4 		$8.93M Sell
176,100
-7,300
-4% -$360K 4.5% 3
2018
Q3 		$8.78M Sell
183,400
-14,900
-8% -$765K 3.56% 5
2018
Q2 		$10.4M Sell
198,300
-6,000
-3% -$272K 3.8% 5
2018
Q1 		$7.82M Buy
+204,300
New +$8.89M 2.95% 13

Other funds holding THS

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Kestrel Investment Management's THS Position: Q1 2026 in Review

Kestrel Investment Management sold out of Treehouse Foods (THS) in Q1 2026, closing a stake of 158,950 shares — an estimated $3.75M sold.

Kestrel Investment Management first reported a position in THS in Q1 2018 and held it in 13 quarters. The position peaked at $11.2M in Q1 2019. 2 funds tracked by Wall St. Rank hold THS as of Q1 2026.

  • Kestrel Investment Management reported no remaining Treehouse Foods position as of Q1 2026 after selling out during the quarter.
  • Kestrel Investment Management sold 158,950 Treehouse Foods shares in Q1 2026, an estimated $3.75M.
  • Kestrel Investment Management first reported a position in Treehouse Foods in Q1 2018 and held it in 13 quarters.
  • Kestrel Investment Management's Treehouse Foods position peaked at $11.2M in Q1 2019.
  • 2 funds tracked by Wall St. Rank held Treehouse Foods as of Q1 2026.

Based on Kestrel Investment Management's 13F filing for Q1 2026, filed 5 May 2026.