Jeremy Grantham's SFD Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 12,030 shares of Smithfield Foods, Inc. (SFD) worth $336,479, representing 0.00% of the portfolio. First purchased in 2013-Q2, this short-term holding has been held for 3 quarters.
Based on 13F filings, Jeremy Grantham has maintained this position in SFD for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 12,030 shares. Largest reduction occurred in Q3 2013, reducing 865,341 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Smithfield Foods (SFD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Smithfield Foods (SFD) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +12,030 | New Buy | 12,030 | $27.97 |
| Q3 2013 | -865,341 | Sold Out | 0 | $0.00 |
| Q2 2013 | +865,341 | Add 0.00% | 865,341 | $32.75 |
Jeremy Grantham's Smithfield Foods Investment FAQs
Jeremy Grantham first purchased Smithfield Foods, Inc. (SFD) in Q2 2013, acquiring 865,341 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Smithfield Foods, Inc. (SFD) for 3 quarters since Q2 2013.
Jeremy Grantham's largest addition to Smithfield Foods, Inc. (SFD) was in Q2 2013, adding 865,341 shares worth $28.34 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 12,030 shares of Smithfield Foods, Inc. (SFD), valued at approximately $336,479.
As of the Q1 2026 filing, Smithfield Foods, Inc. (SFD) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Smithfield Foods, Inc. (SFD) was 865,341 shares, as reported at the end of Q2 2013.