SunOpta (STKL)

• Market cap: $668M
• 1 day: -1.65%
• 5 days: 4.56%
• 1 month: -5.55%
• 3 months: 12.03%
• 6 months: -24.27%
• Year to date: -23.00%
• 1 year: 7.19%
• 5 years: 31.57%
• 10 years: -41.85%
• Sector: Consumer Staples
• Industry: Beverages - Non-Alcoholic

About: SunOpta Inc is a Canadian company that focuses on a healthy product portfolio. The company is a manufacturer for natural and private label brands and also produces its own propriety brands, including SOWN, Dream and West Life. The core of its product portfolio is a range of plant-based beverages, including oat, almond, soy, coconut and rice milks and creamers, which have a favorable climate profile relative to traditional dairy milks in terms of lower carbon emissions and water usage. Their plant-based offerings include non-genetically modified, organic, and gluten-free products. The consumer products portfolio also includes protein shakes, teas, broths, and fruit snacks. Geographically, the company operates in U.S, Canada and Others, out of which it derives maximum revenue from U.S.

Employees: 1,248

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

0% more funds holding

Funds holding: 207 [Q4 2024] → 208 (+1) [Q1 2025]

1.24% less ownership

Funds ownership: 89.22% [Q4 2024] → 87.98% (-1.24%) [Q1 2025]

11% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 79

27% less capital invested

Capital invested by funds: $803M [Q4 2024] → $587M (-$216M) [Q1 2025]

33% less funds holding in top 10

Funds holding in top 10: 3 [Q4 2024] → 2 (-1) [Q1 2025]

70% less call options, than puts

Call options by funds: $266K | Put options by funds: $896K