Guru Ownership Trend
Guru Analysis for Smithfield Foods, Inc. (SFD)
Smithfield Foods, Inc. (SFD), a key player in the Consumer Staples sector, continues to attract institutional attention.
As of Q4 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $53.7 M.
Top institutional holders include Joel Greenblatt and Steven Cohen.
Institutional sentiment is currently Bullish. This is evidenced by a $3.74 M net inflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 522.7%. Conversely, Cliff Asness reduced exposure by 8.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Smithfield Foods, Inc. (SFD)
Major holders include Joel Greenblatt ($14.36 M), Steven Cohen ($13.97 M), Ray Dalio ($7.31 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 1.84 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $3.74 M, with 3 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited SFD. The total reported sell value was $13.8 M.
Yes, 0 managers opened new positions in SFD, and 3 increased their existing holdings. The total reported buy value was $17.54 M.