InvestorLens

SMPL — SIMPLY GOOD FOODS CO

Consumer Staples

Sign in to save4 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying SMPL?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
50
Institutional Conviction
Net distribution · 1 buying vs 1 selling last quarter
36
Macro Tailwind
Macro conditions are a headwind for Consumer Staples
44
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their SMPL position last quarter, 1 bought and 1 sold (50% buy-side). Macro conditions are a headwind for Consumer Staples (Macro Tailwind 44/100 in a Overheat regime).

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Howard Marks)
  • +4 tracked investors reported holding SMPL at their latest filing
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (0 reduced, 1 sold out)
  • −Current Overheat regime has historically been a headwind for Consumer Staples (Macro Tailwind 44/100)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 10/21/2026.

About SIMPLY GOOD FOODS CO (SMPL)

SIMPLY GOOD FOODS CO (SMPL) appears in the most recent 13F filings of 4 tracked institutional investors. SIMPLY GOOD FOODS CO is classified in the Consumer Staples sector. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $77M. Across recent filings, tracked investors recorded 4 new positions, 1 increased, 6 reduced, and 3 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in SMPL

36
/100
Institutional Distribution
Added / Increased5
Reduced6
Exited3
BearishBullish
Crowded Trade Score™

How many top investors track SMPL

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

SMPL Ownership Composition

How SIMPLY GOOD FOODS CO is held across tracked investor types, based on reported 13F positions.

Dominant Type
Value & Distressed
75% of tracked value
Institutions
4
tracked investors
Total Reported
$21.3M
combined 13F value
Types3
  • Value & Distressed75.1%
  • Multi-Strategy / Quant16.4%
  • Macro8.6%
Value & Distressed(1)
75.1%
Multi-Strategy / Quant(2)
16.4%
Macro(1)
8.6%

Tracked investors currently reporting SMPL

1 tracked investor has since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    182K
    Value
    $2.4M
    % Portfolio
    0.00%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    80.6K
    Value
    $1.1M
    % Portfolio
    0.00%
  • Howard MarksJun 30, 2026
    Oaktree Capital Management
    Shares
    1.2M
    Value
    $16M
    % Portfolio
    0.22%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    137.3K
    Value
    $1.8M
    % Portfolio
    0.00%

Previously held SMPL

These investors reported SMPL in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Ray DalioBridgewater Associates110.2K$1.6MMar 31, 2026

Recent activity

Frequently asked questions

How many institutional investors hold SMPL?
4 tracked institutional investors disclosed a position in SMPL (SIMPLY GOOD FOODS CO) in their most recent 13F filing.
Who is the largest institutional holder of SMPL?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in SMPL, valued at $77M.
Did institutional ownership of SMPL increase or decrease?
Across recent 13F filings, tracked investors recorded 4 new positions, 1 increased, 6 reduced, and 3 fully exited SMPL.
What sector is SMPL in?
SIMPLY GOOD FOODS CO is classified in the Consumer Staples GICS sector.
Where does this SMPL ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.