Two Sigma Investments
SFD

Two Sigma Investments’s Smithfield Foods SFD Stock Holding History

Two Sigma Investments’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
Q1 		$118M Buy
4,216,930
+2,814,672
+201% +$67.7M 0.1% 231
2025
Q4 		$31.3M Buy
1,402,258
+905,596
+182% +$19.9M 0.04% 518
2025
Q3 		$11.7M Buy
496,662
+401,757
+423% +$9.82M 0.02% 875
2025
Q2 		$2.23M Buy
94,905
+7,337
+8% +$162K ﹤0.01% 1756
2025
Q1 		$1.79M Buy
+87,568
New +$1.79M ﹤0.01% 1807

Other funds holding SFD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Two Sigma Investments's SFD Position: Q1 2026 in Review

Two Sigma Investments increased its Smithfield Foods (SFD) stake by 201% in Q1 2026, buying an estimated $67.7M and bringing the position to 4,216,930 shares worth $118M. The position accounts for 0.1% of the portfolio, ranked #231.

Two Sigma Investments first reported a position in SFD in Q1 2025 and has held it in 5 quarters since. 243 funds tracked by Wall St. Rank hold SFD as of Q1 2026.

  • Two Sigma Investments held 4,216,930 shares of Smithfield Foods worth $118M as of Q1 2026.
  • Two Sigma Investments bought 2,814,672 Smithfield Foods shares in Q1 2026, an estimated $67.7M.
  • Smithfield Foods made up 0.1% of Two Sigma Investments's portfolio in Q1 2026, its #231 holding.
  • Two Sigma Investments first reported a position in Smithfield Foods in Q1 2025 and has held it in 5 quarters since.
  • 243 funds tracked by Wall St. Rank held Smithfield Foods as of Q1 2026.

Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.