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 Q2 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $122.63 M.
Top institutional holders include Cliff Asness and Joel Greenblatt.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $81.96 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 268.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Smithfield Foods, Inc. (SFD)
Major holders include Cliff Asness ($99.78 M), Joel Greenblatt ($25.29 M), Renaissance Technologies (RenTech) ($17.79 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 6.11 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $81.96 M, with 4 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 0 managers trimmed their positions, while 2 fully exited SFD. The total reported sell value was $2.94 M.
Yes, 0 managers opened new positions in SFD, and 4 increased their existing holdings. The total reported buy value was $84.9 M.