Cliff Asness's SMPL Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 573,590 shares of The Simply Good Foods Company (SMPL) worth $8.23 M, representing 0.00% of the portfolio. First purchased in 2018-Q4, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in SMPL, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 456,258 shares. Largest reduction occurred in Q2 2020, reducing 30,467 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness'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 Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +456,258 | Add 388.86% | 573,590 | $14.35 |
| Q4 2025 | +85,069 | Add 263.67% | 117,332 | $20.08 |
| Q3 2025 | +32,263 | New Buy | 32,263 | $24.82 |
| Q2 2025 | -19,018 | Sold Out | 0 | $0.00 |
| Q1 2025 | +617 | Add 3.35% | 19,018 | $34.49 |
| Q4 2024 | +1,675 | Add 10.01% | 18,401 | $38.98 |
| Q3 2024 | -1,171 | Reduce 6.54% | 16,726 | $34.77 |
| Q2 2024 | +7,071 | Add 65.31% | 17,897 | $36.13 |
| Q1 2024 | +5,141 | Add 90.43% | 10,826 | $34.03 |
| Q4 2023 | +5,685 | New Buy | 5,685 | $39.60 |
| Q3 2023 | -8,242 | Sold Out | 0 | $0.00 |
| Q2 2023 | -2,148 | Reduce 20.67% | 8,242 | $36.59 |
| Q1 2023 | -4,695 | Reduce 31.12% | 10,390 | $39.77 |
| Q4 2022 | -5,250 | Reduce 25.82% | 15,085 | $38.03 |
| Q3 2022 | +3,187 | Add 18.59% | 20,335 | $32.01 |
| Q2 2022 | +2,230 | Add 14.95% | 17,148 | $37.79 |
| Q1 2022 | +1,741 | Add 13.21% | 14,918 | $37.94 |
| Q4 2021 | +13,177 | New Buy | 13,177 | $41.59 |
| Q2 2020 | -30,467 | Sold Out | 0 | $0.00 |
| Q1 2020 | -21,903 | Reduce 41.82% | 30,467 | $19.27 |
| Q4 2019 | -3,408 | Reduce 6.11% | 52,370 | $28.55 |
| Q3 2019 | -14,108 | Reduce 20.19% | 55,778 | $28.99 |
| Q2 2019 | -10,406 | Reduce 12.96% | 69,886 | $24.08 |
| Q1 2019 | +16,522 | Add 25.91% | 80,292 | $20.59 |
| Q4 2018 | +63,770 | New Buy | 63,770 | $18.90 |
Cliff Asness's The Simply Good Foods Company Investment FAQs
Cliff Asness first purchased The Simply Good Foods Company (SMPL) in Q4 2018, acquiring 63,770 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held The Simply Good Foods Company (SMPL) for 25 quarters since Q4 2018.
Cliff Asness's largest addition to The Simply Good Foods Company (SMPL) was in Q1 2026, adding 573,590 shares worth $8.23 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 573,590 shares of The Simply Good Foods Company (SMPL), valued at approximately $8.23 M.
As of the Q1 2026 filing, The Simply Good Foods Company (SMPL) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in The Simply Good Foods Company (SMPL) was 573,590 shares, as reported at the end of Q1 2026.