LP
SFD

Longaeva Partners’s Smithfield Foods SFD Stock Holding History

Longaeva Partners’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
2025
Q4 		– Sell
-200,736
Closed -$4.71M – 152
2025
Q3 		$4.71M Sell
200,736
-112,746
-36% -$2.76M 0.68% 32
2025
Q2 		$7.38M Sell
313,482
-107,433
-26% -$2.37M 1.51% 21
2025
Q1 		$8.58M Buy
+420,915
New +$8.6M 4.86% 9

Other funds holding SFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Longaeva Partners's SFD Position: Q4 2025 in Review

Longaeva Partners sold out of Smithfield Foods (SFD) in Q4 2025, closing a stake of 200,736 shares — an estimated $4.71M sold.

Longaeva Partners first reported a position in SFD in Q1 2025 and held it in 3 quarters. The position peaked at $8.58M in Q1 2025. 202 funds tracked by Wall St. Rank hold SFD as of Q4 2025.

  • Longaeva Partners reported no remaining Smithfield Foods position as of Q4 2025 after selling out during the quarter.
  • Longaeva Partners sold 200,736 Smithfield Foods shares in Q4 2025, an estimated $4.71M.
  • Longaeva Partners first reported a position in Smithfield Foods in Q1 2025 and held it in 3 quarters.
  • Longaeva Partners's Smithfield Foods position peaked at $8.58M in Q1 2025.
  • 202 funds tracked by Wall St. Rank held Smithfield Foods as of Q4 2025.

Based on Longaeva Partners's 13F filing for Q4 2025, filed 17 Feb 2026.