Smithfield Foods, Inc. (NASDAQ:SFD) Q1 2026 Earnings Call Transcript
Operator: Good day, and welcome to the Smithfield Foods, Inc. First Quarter 2026 Financial Results Conference Call. All participant lines will be in listen-only mode.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Two Sigma Advisors John Overdeck And David Siegel | 4,216,930 | $117,947,532 | +108% | 0.1% |
| 2. | Millennium Management Israel Englander | 1,097,246 | $30,689,971 | -59% | 0.01% |
| 3. | AQR Capital Management Cliff Asness | 1,116,313 | $30,620,471 | +4006% | 0.01% |
| 4. | Gotham Asset Management Joel Greenblatt | 1,022,669 | $28,604,052 | +59% | 0.09% |
| 5. | Balyasny Asset Management Dmitry Balyasny | 564,891 | $15,800,001 | -49% | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $23.25 | 2,500 | $58,125.00 | 70,000 | 2025-09-08 | Filing | |
| $23.25 | 2,000 | $46,500.00 | 72,000 | 2025-09-08 | Filing | |
| $23.25 | 1,800,000 | $41,850,000.00 | 5,060,000 | 2025-09-08 | Filing | |
| $23.25 | 3,833 | $89,117.25 | 74,857 | 2025-09-08 | Filing | |
| $23.25 | 10,000 | $232,500.00 | 87,000 | 2025-09-08 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $23.25 | 22,461,452 | $522,228,759.00 | 342,036,069 | 2025-09-08 | Filing | |
| $20.00 | 2,506,936 | $50,138,720.00 | 364,518,817 | 2025-02-20 | Filing | |
| $20.00 | 13,043,479 | $260,869,580.00 | 367,025,753 | 2025-01-29 | Filing | |
| $26.00 | 53,666 | $1,395,058.40 | 110,410 | 2013-03-22 | Filing | |
| $22.53 | 24,466 | $551,170.05 | 85,404 | 2012-12-13 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,945,908 | $82,397,046 | 0% | |
| 2. | 2,398,315 | $67,080,876 | 0% | |
| 3. | 1,842,650 | $51,538,921 | 0% | |
| 4. | 1,462,146 | $40,896,224 | 0.17% | |
| 5. | 1,311,188 | $36,673,928 | 0.04% |