Renaissance Capital’s Smithfield Foods SFD Stock Holding History

Renaissance Capital’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
2026 Q2	$569K	Buy	23,461 +1,900	+9%	+$50.8K	0.31%	46
2026 Q1	$567K	Sell	21,561 -7,200	-25%	-$173K	0.41%	37
2025 Q4	$642K	Sell	28,761 -28,639	-50%	-$630K	0.46%	30
2025 Q3	$1.35M	Buy	57,400 +29,475	+106%	+$720K	0.76%	27
2025 Q2	$657K	Sell	27,925 -23,094	-45%	-$510K	0.46%	26
2025 Q1	$1.04M	Buy	+51,019	New	+$1.04M	0.8%	25

Other funds holding SFD

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FSC

Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return

Renaissance Capital's SFD Position: Q2 2026 in Review

Renaissance Capital increased its Smithfield Foods (SFD) stake by 8.8% in Q2 2026, buying an estimated $50.8K and bringing the position to 23,461 shares worth $569K. The position accounts for 0.31% of the portfolio, ranked #46.

Renaissance Capital first reported a position in SFD in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.35M in Q3 2025. 283 funds tracked by Wall St. Rank hold SFD as of Q2 2026.

Renaissance Capital held 23,461 shares of Smithfield Foods worth $569K as of Q2 2026.
Renaissance Capital bought 1,900 Smithfield Foods shares in Q2 2026, an estimated $50.8K.
Smithfield Foods made up 0.31% of Renaissance Capital's portfolio in Q2 2026, its #46 holding.
Renaissance Capital first reported a position in Smithfield Foods in Q1 2025 and has held it in 6 quarters since.
Renaissance Capital's Smithfield Foods position peaked at $1.35M in Q3 2025.
283 funds tracked by Wall St. Rank held Smithfield Foods as of Q2 2026.

Based on Renaissance Capital's 13F filing for Q2 2026, filed 5 Aug 2026.