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 Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $66.92 M.
Top institutional holders include Cliff Asness and Joel Greenblatt.
Institutional sentiment is currently Bullish. This is evidenced by a $23.93 M net inflow during the quarter.
Recent activity highlights Cliff Asness who dramatically increased their stake. Conversely, Steven Cohen reduced exposure by 77.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Smithfield Foods, Inc. (SFD)
Major holders include Cliff Asness ($30.62 M), Joel Greenblatt ($28.6 M), Renaissance Technologies (RenTech) ($9.08 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 2.71 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $23.93 M, with 4 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited SFD. The total reported sell value was $20.03 M.
Yes, 1 managers opened new positions in SFD, and 3 increased their existing holdings. The total reported buy value was $43.96 M.
