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.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Walleye Capital Will England | 811,527 | $10,777,079 | +56% | 0.04% |
| 2. | Winton Capital Management David Harding | 202,150 | $2,684,552 | -52% | 0.09% |
| 3. | 13,900 | $184,592 | -21% | 0% | |
| 4. | Bayforest Capital Theodoros Tsagaris | 10,110 | $134,261 | +231% | 0.12% |
| 5. | 7,800 | $103,584 | 0% |
| 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 | 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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 13,622,948 | $180,912,754 | 0% | |
| 2. | 3,452,116 | $45,844,100 | 0% | |
| 3. | 2,577,795 | $34,233,118 | 0.38% | |
| 4. | 1,787,765 | $23,741,520 | 0.18% | |
| 5. | 556,683 | $7,392,750 | 0% |