Schwartz Investment Counsel’s Simply Good Foods SMPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$13.8M Buy
436,870
+78,500
+22% +$2.48M 0.45% 62
2025
Q1
$12.4M Buy
358,370
+55,470
+18% +$1.91M 0.42% 62
2024
Q4
$11.8M Buy
302,900
+85,400
+39% +$3.33M 0.43% 62
2024
Q3
$7.56M Buy
+217,500
New +$7.56M 0.27% 73