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 |
|---|---|---|---|---|---|---|
| $26.78 | 3,960 | $106,029.00 | 11,955 | 2026-06-12 | Filing | |
| $26.82 | 82,825 | $2,221,366.50 | 145,429 | 2026-06-16 | Filing | |
| $26.36 | 78,579 | $2,071,342.44 | 134,725 | 2026-06-09 | Filing | |
| $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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 782,148 | $18,974,910 | 0.02% | |
| 2. | 420,565 | $10,281,947 | 0.05% | |
| 3. | 79,283 | $1,923,406 | 0.04% | |
| 4. | 62,581 | $1,518,206 | 0.05% | |
| 5. | 50,577 | $1,226,998 | 0.1% |