Seldon Capital’s Smithfield Foods SFD Stock Holding History

Seldon 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	$8.22M	Buy	338,889 +64,052	+23%	+$1.71M	2.57%	13
2026 Q1	$7.69M	Buy	274,837 +162,638	+145%	+$3.91M	2.83%	14
2025 Q4	$2.51M	Buy	112,199 +40,925	+57%	+$900K	0.87%	26
2025 Q3	$1.67M	Buy	71,274 +5,000	+8%	+$122K	0.59%	32
2025 Q2	$1.56M	Buy	+66,274	New	+$1.46M	0.68%	28

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

Seldon Capital's SFD Position: Q2 2026 in Review

Seldon Capital increased its Smithfield Foods (SFD) stake by 23% in Q2 2026, buying an estimated $1.71M and bringing the position to 338,889 shares worth $8.22M. The position accounts for 2.57% of the portfolio, ranked #13.

Seldon Capital first reported a position in SFD in Q2 2025 and has held it in 5 quarters since. 283 funds tracked by Wall St. Rank hold SFD as of Q2 2026.

Seldon Capital held 338,889 shares of Smithfield Foods worth $8.22M as of Q2 2026.
Seldon Capital bought 64,052 Smithfield Foods shares in Q2 2026, an estimated $1.71M.
Smithfield Foods made up 2.57% of Seldon Capital's portfolio in Q2 2026, its #13 holding.
Seldon Capital first reported a position in Smithfield Foods in Q2 2025 and has held it in 5 quarters since.
283 funds tracked by Wall St. Rank held Smithfield Foods as of Q2 2026.

Based on Seldon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.