Ray Dalio's MZTI Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 15,204 shares of The Marzetti Company (MZTI) worth $2.1 M, representing 0.01% of the portfolio. First purchased in 2020-Q1, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in MZTI, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2021, adding 18,435 shares. Largest reduction occurred in Q2 2024, reducing 14,860 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's The Marzetti Company (MZTI) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Marzetti Company (MZTI) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +8,431 | Add 124.48% | 15,204 | $138.33 |
| Q4 2025 | +3,364 | Add 98.68% | 6,773 | $164.42 |
| Q3 2025 | +3,409 | New Buy | 3,409 | $172.79 |
| Q2 2025 | -1,480 | Sold Out | 0 | $0.00 |
| Q1 2025 | -2,032 | Reduce 57.86% | 1,480 | $175.00 |
| Q4 2024 | -1,675 | Reduce 32.29% | 3,512 | $173.14 |
| Q3 2024 | -10,238 | Reduce 66.37% | 5,187 | $176.57 |
| Q2 2024 | -14,860 | Reduce 49.07% | 15,425 | $188.97 |
| Q1 2024 | -1,767 | Reduce 5.51% | 30,285 | $207.63 |
| Q4 2023 | +2,078 | Add 6.93% | 32,052 | $166.39 |
| Q3 2023 | -5,702 | Reduce 15.98% | 29,974 | $165.03 |
| Q2 2023 | -2,934 | Reduce 7.60% | 35,676 | $201.09 |
| Q1 2023 | -9,204 | Reduce 19.25% | 38,610 | $202.88 |
| Q4 2022 | -12,243 | Reduce 20.39% | 47,814 | $197.30 |
| Q3 2022 | -3,841 | Reduce 6.01% | 60,057 | $150.27 |
| Q2 2022 | +4,884 | Add 8.28% | 63,898 | $128.78 |
| Q1 2022 | +16,021 | Add 37.26% | 59,014 | $149.15 |
| Q4 2021 | -10,573 | Reduce 19.74% | 42,993 | $165.61 |
| Q3 2021 | +2,894 | Add 5.71% | 53,566 | $168.80 |
| Q2 2021 | +18,435 | Add 57.19% | 50,672 | $193.52 |
| Q1 2021 | +4,253 | Add 15.20% | 32,237 | $175.36 |
| Q4 2020 | +14,588 | Add 108.90% | 27,984 | $183.75 |
| Q3 2020 | +13,396 | New Buy | 13,396 | $178.78 |
| Q2 2020 | -1,511 | Sold Out | 0 | $0.00 |
| Q1 2020 | +1,511 | New Buy | 1,511 | $144.94 |
Ray Dalio's The Marzetti Company Investment FAQs
Ray Dalio first purchased The Marzetti Company (MZTI) in Q1 2020, acquiring 1,511 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held The Marzetti Company (MZTI) for 25 quarters since Q1 2020.
Ray Dalio's largest addition to The Marzetti Company (MZTI) was in Q2 2021, adding 50,672 shares worth $9.81 M.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 15,204 shares of The Marzetti Company (MZTI), valued at approximately $2.1 M.
As of the Q1 2026 filing, The Marzetti Company (MZTI) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in The Marzetti Company (MZTI) was 63,898 shares, as reported at the end of Q2 2022.