🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Ray Dalio’s SMPL Holdings & Trades

First Buy
Q2 2021
Duration Held
20 Quarters
Largest Add
Q2 2021
+173,504 Shares
Current Position
110,216 Shares
$1.58 M Value

Ray Dalio's SMPL Position Overview

Ray Dalio (via Bridgewater Associates, Lp) currently holds 110,216 shares of The Simply Good Foods Company (SMPL) worth $1.58 M, representing 0.01% of the portfolio. First purchased in 2021-Q2, this medium-term investment has been held for 20 quarters.

Based on 13F filings, Ray Dalio has maintained a strategic position in SMPL, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 166,481 shares. Largest reduction occurred in Q3 2024, reducing 102,475 shares.

Analysis based on 13F filings available since 2013 Q2

Ray Dalio's The Simply Good Foods Company (SMPL) Holding Value Over Time

Track share changes against reported price movement

Quarterly The Simply Good Foods Company (SMPL) Trades by Ray Dalio

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +10,020 Add 10.00% 110,216 $14.35
Q4 2025 -66,285 Reduce 39.82% 100,196 $20.08
Q3 2025 +166,481 New Buy 166,481 $24.82
Q2 2025 -6,927 Sold Out 0 $0.00
Q1 2025 -9,728 Reduce 58.41% 6,927 $34.49
Q4 2024 -10,078 Reduce 37.70% 16,655 $38.98
Q3 2024 -102,475 Reduce 79.31% 26,733 $34.77
Q2 2024 -11,352 Reduce 8.08% 129,208 $36.13
Q1 2024 -19,403 Reduce 12.13% 140,560 $34.03
Q4 2023 -16,279 Reduce 9.24% 159,963 $39.60
Q3 2023 +8,469 Add 5.05% 176,242 $34.52
Q2 2023 -24,719 Reduce 12.84% 167,773 $36.59
Q1 2023 -4,478 Reduce 2.27% 192,492 $39.77
Q4 2022 -31,581 Reduce 13.82% 196,970 $38.03
Q3 2022 -7,472 Reduce 3.17% 228,551 $31.99
Q2 2022 +22,232 Add 10.40% 236,023 $37.77
Q1 2022 +41,210 Add 23.88% 213,791 $37.95
Q4 2021 +4,288 Add 2.55% 172,581 $41.57
Q3 2021 -5,211 Reduce 3.00% 168,293 $34.49
Q2 2021 +173,504 New Buy 173,504 $36.51

Ray Dalio's The Simply Good Foods Company Investment FAQs

Ray Dalio first purchased The Simply Good Foods Company (SMPL) in Q2 2021, acquiring 173,504 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 Simply Good Foods Company (SMPL) for 20 quarters since Q2 2021.

Ray Dalio's largest addition to The Simply Good Foods Company (SMPL) was in Q2 2021, adding 173,504 shares worth $6.34 M.

According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 110,216 shares of The Simply Good Foods Company (SMPL), valued at approximately $1.58 M.

As of the Q1 2026 filing, The Simply Good Foods Company (SMPL) 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 Simply Good Foods Company (SMPL) was 236,023 shares, as reported at the end of Q2 2022.