Smithfield Foods Inc (SFD) 13F Investor Activity Report (Q2 2026)

SFD ranks #2216 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

SFD is a disclosed holding of Two Sigma (Two Sigma Investments), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

288 institutions disclose a position in SFD, but none treat it as a major bet — even Fourth Sail Capital LP, its most concentrated holder, allocates just 3.9% of its own portfolio to it.

Y-Intercept has added to its SFD position for two straight quarters, increasing it by $2.1M to reach $2.6M today.

DAVENPORT & Co LLC has trimmed its SFD position for two straight quarters, cutting it by $3.5M while still holding $7.8M.

SFD is down 1.4% today, but institutions show net buying of $258.0M this quarter — a divergence between today's price move and the underlying institutional flow.

SFD posted net income of $1.1B over the trailing twelve months, and currently trades at a P/E of 6.9.

• Profitable — net income of $1.1B over the trailing twelve months
• Revenue grew 6.9% year over year
• Net income improved year over year, from $1.0B to $1.1B
• Generated $1.1B in positive operating cash flow
• Current ratio of 2.97x — enough short-term assets to cover short-term liabilities
• Liabilities run x equity — a highly leveraged balance sheet worth noting