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. | Millennium Management Israel Englander | 2,651,940 | $59,217,820 | -28% | 0.02% |
| 2. | Zimmer Partners Stuart J. Zimmer | 2,090,000 | $46,669,700 | +14% | 1.23% |
| 3. | Two Sigma Advisors John Overdeck And David Siegel | 2,031,000 | $45,352,230 | +18% | 0.09% |
| 4. | Balyasny Asset Management Dmitry Balyasny | 1,089,266 | $24,323,310 | -35% | 0.03% |
| 5. | Walleye Capital Will England | 744,964 | $16,635,046 | -55% | 0.05% |
| 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. | 634,366 | $17,743,216 | 0% | |
| 2. | 408,012 | $11,320,576 | 0.06% | |
| 3. | 104,663 | $2,927,424 | 0.06% | |
| 4. | 102,717 | $2,820,609 | 0% | |
| 5. | 48,354 | $1,352,461 | 0.05% |