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HOTCHKIS & WILEY’s SJM Holdings & Trades

First Buy
Q3 2025
Duration Held
4 Quarters
Largest Add
Q4 2025
+1.54 M Shares
Current Position
2.79 M Shares
$314.32 M Value

HOTCHKIS & WILEY's SJM Position Overview

HOTCHKIS & WILEY (via Hotchkis & Wiley Capital Management LLC) currently holds 2.79 M shares of The J. M. Smucker Company (SJM) worth $314.32 M, representing 0.92% of the portfolio. First purchased in 2025-Q3, this short-term holding has been held for 4 quarters.

Based on 13F filings, HOTCHKIS & WILEY has maintained this position in SJM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q4 2025, adding 1.54 M shares.

Analysis based on 13F filings available since 2013 Q2

HOTCHKIS & WILEY's The J M Smucker Company (SJM) Holding Value Over Time

Track share changes against reported price movement

Quarterly The J M Smucker Company (SJM) Trades by HOTCHKIS & WILEY

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2026 +603,840 Add 27.57% 2.79 M $112.50
Q1 2026 +132,446 Add 6.44% 2.19 M $96.44
Q4 2025 +1.54 M Add 300.93% 2.06 M $97.81
Q3 2025 +513,220 New Buy 513,220 $108.60

HOTCHKIS & WILEY's The J M Smucker Company Investment FAQs

HOTCHKIS & WILEY first purchased The J. M. Smucker Company (SJM) in Q3 2025, acquiring 513,220 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

HOTCHKIS & WILEY has held The J. M. Smucker Company (SJM) for 4 quarters since Q3 2025.

HOTCHKIS & WILEY's largest addition to The J. M. Smucker Company (SJM) was in Q4 2025, adding 2,057,630 shares worth $201.26 M.

According to the latest 13F filing for Q2 2026, HOTCHKIS & WILEY's firm, Hotchkis & Wiley Capital Management LLC, owns 2,793,916 shares of The J. M. Smucker Company (SJM), valued at approximately $314.32 M.

As of the Q2 2026 filing, The J. M. Smucker Company (SJM) represents approximately 0.92% of HOTCHKIS & WILEY's publicly disclosed stock portfolio, making it one of their key holdings.

HOTCHKIS & WILEY's peak holding in The J. M. Smucker Company (SJM) was 2,793,916 shares, as reported at the end of Q2 2026.