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

Yousif 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 Q2	$298K	Sell	22,423 -615	-3%	-$7.59K	﹤0.01%	1505
2026 Q1	$331K	Sell	23,038 -1,837	-7%	-$31.7K	﹤0.01%	1590
2025 Q4	$523K	Sell	24,875 -3,797	-13%	-$79K	0.01%	1398
2025 Q3	$712K	Sell	28,672 -5,501	-16%	-$162K	0.01%	1280
2025 Q2	$1.08M	Buy	34,173 +341	+1%	+$11.9K	0.01%	1087
2025 Q1	$1.17M	Sell	33,832 -697	-2%	-$25.2K	0.01%	1023
2024 Q4	$1.35M	Sell	34,529 -726	-2%	-$26.6K	0.01%	976
2024 Q3	$1.23M	Sell	35,255 -1,529	-4%	-$51.8K	0.01%	1061
2024 Q2	$1.33M	Sell	36,784 -4,361	-11%	-$156K	0.02%	965
2024 Q1	$1.4M	Sell	41,145 -3,841	-9%	-$142K	0.02%	1009
2023 Q4	$1.78M	Sell	44,986 -1,775	-4%	-$66.3K	0.02%	884
2023 Q3	$1.61M	Buy	46,761 +107	+0.2%	+$3.85K	0.02%	876
2023 Q2	$1.71M	Sell	46,654 -3,180	-6%	-$117K	0.02%	860
2023 Q1	$1.98M	Sell	49,834 -5,980	-11%	-$221K	0.03%	779
2022 Q4	$2.12M	Sell	55,814 -16,055	-22%	-$592K	0.03%	718
2022 Q3	$2.3M	Sell	71,869 -3,570	-5%	-$117K	0.03%	650
2022 Q2	$2.85M	Sell	75,439 -3,400	-4%	-$135K	0.04%	561
2022 Q1	$2.99M	Sell	78,839 -1,789	-2%	-$66.8K	0.03%	645
2021 Q4	$3.35M	Buy	+80,628	New	+$3.08M	0.03%	608

Other funds holding SMPL

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Yousif Capital Management's SMPL Position: Q2 2026 in Review

Yousif Capital Management reduced its Simply Good Foods (SMPL) stake by 2.7% in Q2 2026, selling an estimated $7.59K and leaving 22,423 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

Yousif Capital Management first reported a position in SMPL in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.35M in Q4 2021. 300 funds tracked by Wall St. Rank hold SMPL as of Q2 2026.

Yousif Capital Management held 22,423 shares of Simply Good Foods worth $298K as of Q2 2026.
Yousif Capital Management sold 615 Simply Good Foods shares in Q2 2026, an estimated $7.59K.
Simply Good Foods made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1505 holding.
Yousif Capital Management first reported a position in Simply Good Foods in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Simply Good Foods position peaked at $3.35M in Q4 2021.
300 funds tracked by Wall St. Rank held Simply Good Foods as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.