Here’s Why Simply Good Foods (SMPL) is Struggling
Madison Small Cap Fund, managed by Madison Funds, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
Simply Good Foods Co (SMPL)
Market is closed
Sector: Food And Kindred Products
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 1,896,121 | $25,180,487 | +231% | 0.01% |
| 2. | Oaktree Capital Management Howard Marks | 1,203,889 | $15,987,645 | +7% | 0.22% |
| 3. | Balyasny Asset Management Dmitry Balyasny | 1,056,124 | $14,025,327 | +4234% | 0.02% |
| 4. | Walleye Capital Will England | 811,527 | $10,777,079 | +56% | 0.04% |
| 5. | D E Shaw D. E. Shaw | 549,513 | $7,297,533 | +47% | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $11.78 | 10,000 | $117,782.00 | 111,743 | 2026-05-14 | Filing | |
| $12.39 | 80,000 | $991,480.00 | 172,854 | 2026-04-23 | Filing | |
| $20.00 | 5,000 | $100,000.00 | 37,620 | 2025-11-17 | Filing | |
| $20.01 | 9,946 | $199,019.46 | 32,966 | 2025-11-06 | Filing | |
| $33.11 | 6,050 | $200,297.35 | 98,190 | 2025-07-23 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $19.47 | 5,859 | $114,053.05 | 18,065 | 2025-11-11 | Filing | |
| $37.25 | 5,000 | $186,259.50 | 12,839 | 2025-04-11 | Filing | |
| $37.60 | 76,761 | $2,886,228.95 | 40,068 | 2024-11-18 | Filing | |
| $37.38 | 50,000 | $1,869,005.00 | 2,049,387 | 2024-11-14 | Filing | |
| $37.31 | 5,325 | $198,689.60 | 17,063 | 2024-11-14 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 13,622,948 | $180,912,754 | 0% | |
| 2. | 5,507,075 | $73,133,956 | 0% | |
| 3. | 3,699,509 | $49,129,480 | 0% | |
| 4. | 3,452,116 | $45,844,100 | 0% | |
| 5. | 3,021,177 | $40,121,231 | 0% |
News See All
The Simply Good Foods Company (SMPL) Flags Declining Distribution and Retail Trends for SMPL
TheFly reported on April 10 that Stephens lowered SMPL from Overweight to Equal Weight and reduced its price target from $24 to $14 after a weak second-quarter performance and a sharp cut in forward guidance...
10 Best Beaten Down Stocks to Invest in According to Analysts
When markets start to mistake short-term losses for long-term declines, oversold equities frequently get fresh attention. This is the point at which insider purchasing becomes especially significant.
The Simply Good Foods Company (NASDAQ:SMPL) Q2 2026 Earnings Call Transcript
The Simply Good Foods Company (NASDAQ:SMPL) Q2 2026 Earnings Call Transcript April 9, 2026The Simply Good Foods Company beats earnings expectations. Reported EPS is $0.45, expectations were $0.4.
10 Best Small-Cap Consumer Staples Stocks to Buy Under $30
On March 13, Reuters took a close look at where U.S. consumer staples stocks stand right now, and the picture is more complicated than it seems.
The Simply Good Foods Company (SMPL): A Bull Case Theory
We came across a bullish thesis on The Simply Good Foods Company on Daniel's Deep Dive’s Substack. In this article, we will summarize the bulls’ thesis on SMPL.
Where is Simply Good Foods Company (SMPL) Headed According to the Street?
Simply Good Foods Company (NASDAQ:SMPL) is one of the best natural and organic food stocks to buy now.
11 Best Natural and Organic Food Stocks to Buy Now
He was of the view that we are now in a different market, one that does not have the same “love affair” with AI as we had last year.
What Do Analysts Think About Simply Good Foods Company (SMPL)?
Simply Good Foods Company (NASDAQ:SMPL) is one of the best confectionery, cookie, and snack stocks to buy.
10 Best Confectionery, Cookie and Snack Stocks To Buy
On February 2, David Katz, Matrix Asset Advisors CIO, appeared on CNBC’s ‘The Exchange’ to talk about why equity valuations could slow this year.
Hedge Fund Resource Center