Landscape Capital Management’s Simply Good Foods SMPL Stock Holding History

Landscape Capital Management’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
2025 Q4	–	Sell	-201,679	Closed	-$5.01M	–	885
2025 Q3	$5.01M	Buy	201,679 +188,409	+1,420%	+$5.56M	0.32%	86
2025 Q2	$419K	Buy	+13,270	New	+$462K	0.03%	483
2025 Q1	–	Sell	-69,603	Closed	-$2.71M	–	852
2024 Q4	$2.71M	Buy	+69,603	New	+$2.55M	0.29%	86
2024 Q3	–	Sell	-193,081	Closed	-$6.98M	–	886
2024 Q2	$6.98M	Buy	+193,081	New	+$6.9M	0.59%	25
2024 Q1	–	Sell	-61,144	Closed	-$2.42M	–	961
2023 Q4	$2.42M	Buy	+61,144	New	+$2.28M	0.22%	109
2023 Q2	–	Sell	-68,894	Closed	-$2.74M	–	699
2023 Q1	$2.74M	Buy	+68,894	New	+$2.55M	0.37%	71
2022 Q1	–	Sell	-91,705	Closed	-$3.81M	–	992
2021 Q4	$3.81M	Buy	+91,705	New	+$3.5M	0.54%	47
2021 Q3	–	Sell	-55,996	Closed	-$2.04M	–	812
2021 Q2	$2.04M	Buy	+55,996	New	+$1.91M	0.25%	94
2020 Q1	–	Sell	-12,652	Closed	-$361K	–	821
2019 Q4	$361K	Sell	12,652 -2,233	-15%	-$58.9K	0.03%	496
2019 Q3	$432K	Buy	+14,885	New	+$415K	0.03%	439

Other funds holding SMPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Landscape Capital Management's SMPL Position: Q4 2025 in Review

Landscape Capital Management sold out of Simply Good Foods (SMPL) in Q4 2025, closing a stake of 201,679 shares — an estimated $5.01M sold.

Landscape Capital Management first reported a position in SMPL in Q3 2019 and held it in 10 quarters. The position peaked at $6.98M in Q2 2024. 266 funds tracked by Wall St. Rank hold SMPL as of Q4 2025.

Landscape Capital Management reported no remaining Simply Good Foods position as of Q4 2025 after selling out during the quarter.
Landscape Capital Management sold 201,679 Simply Good Foods shares in Q4 2025, an estimated $5.01M.
Landscape Capital Management first reported a position in Simply Good Foods in Q3 2019 and held it in 10 quarters.
Landscape Capital Management's Simply Good Foods position peaked at $6.98M in Q2 2024.
266 funds tracked by Wall St. Rank held Simply Good Foods as of Q4 2025.

Based on Landscape Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.