Cliff Asness's THS Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 497,548 shares of TreeHouse Foods, Inc. (THS) worth $10.06 M, representing 0.01% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 52 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in THS, representing a significant commitment to this investment thesis. 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2012 | +11,598 | Add 0.00% | 11,597 | $52.17 |
| Q2 2013 | +11,598 | Add 0.00% | 11,597 | $65.53 |
| Q3 2013 | +5,400 | Add 46.56% | 16,997 | $66.84 |
| Q4 2013 | -4,000 | Reduce 23.53% | 12,997 | $68.94 |
| Q2 2014 | -900 | Reduce 6.92% | 12,097 | $80.10 |
| Q3 2014 | +400 | Add 3.31% | 12,497 | $80.50 |
| Q4 2014 | -7,097 | Reduce 56.79% | 5,400 | $85.56 |
| Q1 2015 | -500 | Reduce 9.26% | 4,900 | $85.10 |
| Q2 2015 | -200 | Reduce 4.08% | 4,700 | $81.06 |
| Q3 2015 | -4,700 | Sold Out | 4,700 | $0.00 |
| Q2 2016 | +12,081 | New Buy | 12,081 | $102.64 |
| Q3 2016 | -12,081 | Sold Out | 12,081 | $0.00 |
| Q1 2019 | +178,229 | New Buy | 178,229 | $63.83 |
| Q2 2019 | +325,829 | Add 182.81% | 504,058 | $53.41 |
| Q3 2019 | -225,791 | Reduce 44.79% | 278,267 | $55.45 |
| Q4 2019 | -96,951 | Reduce 34.84% | 181,316 | $48.33 |
| Q1 2020 | -42,146 | Reduce 23.24% | 139,170 | $42.37 |
| Q2 2020 | -22,358 | Reduce 16.07% | 116,812 | $42.92 |
| Q3 2020 | +172,854 | Add 147.98% | 289,666 | $40.45 |
| Q4 2020 | -101,054 | Reduce 34.89% | 188,612 | $41.60 |
| Q1 2021 | -10,714 | Reduce 5.68% | 177,898 | $52.24 |
| Q2 2021 | +141,841 | Add 79.73% | 319,739 | $44.52 |
| Q3 2021 | -55,661 | Reduce 17.41% | 264,078 | $39.88 |
| Q4 2021 | -83,832 | Reduce 31.75% | 180,246 | $39.61 |
| Q1 2022 | -172,582 | Reduce 95.75% | 7,664 | $32.23 |
| Q2 2022 | -2,392 | Reduce 31.21% | 5,272 | $40.97 |
| Q3 2022 | +23,235 | Add 440.72% | 28,507 | $41.85 |
| Q4 2022 | -20,696 | Reduce 72.60% | 7,811 | $48.78 |
| Q1 2023 | -573 | Reduce 7.34% | 7,238 | $50.13 |
| Q2 2023 | +2,747 | Add 37.95% | 9,985 | $50.38 |
| Q3 2023 | -9,985 | Sold Out | 9,985 | $0.00 |
| Q2 2024 | +6,285 | New Buy | 6,285 | $36.21 |
| Q3 2024 | -6,285 | Sold Out | 6,285 | $0.00 |
| Q1 2025 | +11,142 | New Buy | 11,142 | $26.82 |
| Q2 2025 | +88,902 | Add 797.90% | 100,044 | $19.42 |
| Q3 2025 | +397,504 | Add 397.33% | 497,548 | $20.21 |
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 52 quarters since Q4 2012. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to TreeHouse Foods, Inc. (THS) was in Q3 2025, adding 497,548 shares worth $10.06 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 497,548 shares of TreeHouse Foods, Inc. (THS), valued at approximately $10.06 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in TreeHouse Foods, Inc. (THS) was 504,058 shares, as reported at the end of Q2 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.