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

Oaktree 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
2026
Q1 		$16.2M Buy
+1,128,889
New +$19.5M 0.25% 69

Other funds holding SMPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oaktree Capital Management's SMPL Position: Q1 2026 in Review

Oaktree Capital Management opened a new position in Simply Good Foods (SMPL) in Q1 2026: 1,128,889 shares worth $16.2M. The stake represents 0.25% of the portfolio and ranks #69 among its holdings.

276 funds tracked by Wall St. Rank hold SMPL as of Q1 2026.

  • Oaktree Capital Management held 1,128,889 shares of Simply Good Foods worth $16.2M as of Q1 2026.
  • Simply Good Foods was a new Oaktree Capital Management position in Q1 2026.
  • Simply Good Foods made up 0.25% of Oaktree Capital Management's portfolio in Q1 2026, its #69 holding.
  • 276 funds tracked by Wall St. Rank held Simply Good Foods as of Q1 2026.

Based on Oaktree Capital Management's 13F filing for Q1 2026, filed 15 May 2026.