Cliff Asness's THS Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 506,719 shares of TreeHouse Foods, Inc. (THS) worth $11.95 M, representing 0.01% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 39 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in THS, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 397,504 shares. Largest reduction occurred in Q3 2019, reducing 225,791 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's TreeHouse Foods (THS) Holding Value Over Time
Track share changes against reported price movement
Quarterly TreeHouse Foods (THS) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +9,171 | Add 1.84% | 506,719 | $23.59 |
| Q3 2025 | +397,504 | Add 397.33% | 497,548 | $20.21 |
| Q2 2025 | +88,902 | Add 797.90% | 100,044 | $19.42 |
| Q1 2025 | +11,142 | New Buy | 11,142 | $26.82 |
| Q3 2024 | -6,285 | Sold Out | 0 | $0.00 |
| Q2 2024 | +6,285 | New Buy | 6,285 | $36.21 |
| Q3 2023 | -9,985 | Sold Out | 0 | $0.00 |
| Q2 2023 | +2,747 | Add 37.95% | 9,985 | $50.38 |
| Q1 2023 | -573 | Reduce 7.34% | 7,238 | $50.13 |
| Q4 2022 | -20,696 | Reduce 72.60% | 7,811 | $48.78 |
| Q3 2022 | +23,235 | Add 440.72% | 28,507 | $41.85 |
| Q2 2022 | -2,392 | Reduce 31.21% | 5,272 | $40.97 |
| Q1 2022 | -172,582 | Reduce 95.75% | 7,664 | $32.23 |
| Q4 2021 | -83,832 | Reduce 31.75% | 180,246 | $39.61 |
| Q3 2021 | -55,661 | Reduce 17.41% | 264,078 | $39.88 |
| Q2 2021 | +141,841 | Add 79.73% | 319,739 | $44.52 |
| Q1 2021 | -10,714 | Reduce 5.68% | 177,898 | $52.24 |
| Q4 2020 | -101,054 | Reduce 34.89% | 188,612 | $41.60 |
| Q3 2020 | +172,854 | Add 147.98% | 289,666 | $40.45 |
| Q2 2020 | -22,358 | Reduce 16.07% | 116,812 | $42.92 |
| Q1 2020 | -42,146 | Reduce 23.24% | 139,170 | $42.37 |
| Q4 2019 | -96,951 | Reduce 34.84% | 181,316 | $48.33 |
| Q3 2019 | -225,791 | Reduce 44.79% | 278,267 | $55.45 |
| Q2 2019 | +325,829 | Add 182.81% | 504,058 | $53.41 |
| Q1 2019 | +178,229 | New Buy | 178,229 | $63.83 |
| Q3 2016 | -12,081 | Sold Out | 0 | $0.00 |
| Q2 2016 | +12,081 | New Buy | 12,081 | $102.64 |
| Q3 2015 | -4,700 | Sold Out | 0 | $0.00 |
| Q2 2015 | -200 | Reduce 4.08% | 4,700 | $81.06 |
| Q1 2015 | -500 | Reduce 9.26% | 4,900 | $85.10 |
| Q4 2014 | -7,097 | Reduce 56.79% | 5,400 | $85.56 |
| Q3 2014 | +400 | Add 3.31% | 12,497 | $80.50 |
| Q2 2014 | -900 | Reduce 6.92% | 12,097 | $80.10 |
| Q4 2013 | -4,000 | Reduce 23.53% | 12,997 | $68.94 |
| Q3 2013 | +5,400 | Add 46.56% | 16,997 | $66.84 |
| Q2 2013 | +11,597 | Add 0.00% | 11,597 | $65.53 |
| Q4 2012 | +11,597 | Add 0.00% | 11,597 | $52.17 |
Cliff Asness's TreeHouse Foods Investment FAQs
Cliff Asness first purchased TreeHouse Foods, Inc. (THS) in Q4 2012, acquiring 11,597 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 TreeHouse Foods, Inc. (THS) for 39 quarters since Q4 2012.
Cliff Asness's largest addition to TreeHouse Foods, Inc. (THS) was in Q3 2025, adding 497,548 shares worth $10.06 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 506,719 shares of TreeHouse Foods, Inc. (THS), valued at approximately $11.95 M.
As of the Q4 2025 filing, TreeHouse Foods, Inc. (THS) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in TreeHouse Foods, Inc. (THS) was 506,719 shares, as reported at the end of Q4 2025.