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The Simply Good Foods Company

SMPL Consumer Staples
$12.16 +$0.3 (2.53%)
Market Cap: $1.1 B
Gurus Holding
8
Popularity Rank
#747
% of Shares Held
3.30%
Net Activity (Q1 2026)
+$31.21 M

Guru Ownership Trend

Guru Analysis for The Simply Good Foods Company (SMPL)

The Simply Good Foods Company (SMPL), a key player in the Consumer Staples sector, continues to attract institutional attention.

As of Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $36.26 M.

Top institutional holders include Howard Marks and HOTCHKIS & WILEY.

Institutional sentiment is currently Bullish. This is evidenced by a $31.21 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 671.6%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 73.0%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$36.84 M
Total Buy Value
New Buys 2
Additions 5
-$5.63 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
7

FAQs for The Simply Good Foods Company (SMPL)

Major holders include Howard Marks ($16.2 M), HOTCHKIS & WILEY ($11.22 M), Cliff Asness ($8.23 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 2.98 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $31.21 M, with 7 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited SMPL. The total reported sell value was $5.63 M.

Yes, 2 managers opened new positions in SMPL, and 5 increased their existing holdings. The total reported buy value was $36.84 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.26% New Buy 1,128,889 $16.2 M Q1 2026
0.03% New Buy 781,860 $11.22 M Q1 2026
0.00% Add 388.9% 573,590 $8.23 M Q1 2026
0.01% Add 671.6% 184,152 $2.64 M Q1 2026
0.00% Reduce -73.0% 123,000 $1.77 M Q1 2026
0.01% Add 10.0% 110,216 $1.58 M Q1 2026
0.01% Add 119.0% 47,443 $680,807 Q1 2026
0.00% Add 13.8% 32,920 $472,402 Q1 2026
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Transaction
Value
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SEC Form