Lee Ainslie's SJM Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 27,912 shares of The J. M. Smucker Company (SJM) worth $2.73 M, representing 0.03% of the portfolio. First purchased in 2018-Q4, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in SJM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 541,551 shares. Largest reduction occurred in Q2 2025, reducing 541,551 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie'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 Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -5,226 | Reduce 15.77% | 27,912 | $97.81 |
| Q3 2025 | +33,138 | New Buy | 33,138 | $108.60 |
| Q2 2025 | -541,551 | Sold Out | 0 | $0.00 |
| Q1 2025 | +541,551 | New Buy | 541,551 | $118.41 |
| Q4 2023 | -10,549 | Sold Out | 0 | $0.00 |
| Q3 2023 | -6,788 | Reduce 39.15% | 10,549 | $122.91 |
| Q2 2023 | +17,337 | New Buy | 17,337 | $147.67 |
| Q4 2021 | -13,078 | Sold Out | 0 | $0.00 |
| Q3 2021 | +13,078 | New Buy | 13,078 | $120.05 |
| Q4 2019 | -36,939 | Sold Out | 0 | $0.00 |
| Q3 2019 | -31,611 | Reduce 46.11% | 36,939 | $110.02 |
| Q2 2019 | -2,520 | Reduce 3.55% | 68,550 | $115.19 |
| Q1 2019 | +37,120 | Add 109.34% | 71,070 | $116.50 |
| Q4 2018 | +33,950 | New Buy | 33,950 | $93.49 |
Lee Ainslie's The J M Smucker Company Investment FAQs
Lee Ainslie first purchased The J. M. Smucker Company (SJM) in Q4 2018, acquiring 33,950 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held The J. M. Smucker Company (SJM) for 14 quarters since Q4 2018.
Lee Ainslie's largest addition to The J. M. Smucker Company (SJM) was in Q1 2025, adding 541,551 shares worth $64.13 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 27,912 shares of The J. M. Smucker Company (SJM), valued at approximately $2.73 M.
As of the Q4 2025 filing, The J. M. Smucker Company (SJM) represents approximately 0.03% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in The J. M. Smucker Company (SJM) was 541,551 shares, as reported at the end of Q1 2025.