$SFD is held by 11 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.83%, with an average of 0.41% of portfolio. Largest holder: Seldon Capital LP at 2.83%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
SMITHFIELD FOODS INC
13F holders
237
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 237 · Source: 13F-HR01
Leuthold Group, LLC
—
—
02
TB Capital Gestao de Recursos Ltda.
—
—
03
Marshall & Sullivan Inc.
—
—
04
Deutsche Bank AG
—
—
05
Investment Partners, Ltd.
—
—
06
Atlantic Edge Private Wealth Management, LLC
—
—
07
Mesirow Financial Investment Management, Inc.
—
—
08
Two Sigma
—
—
09
Menlo Advisors LLC
—
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10
ProShare Advisors LLC
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—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
11 holders · Q1 202601
Seldon Capital LP
2.83% ↑ +2.0pp
α +20.5pts
02
Oxford Asset Management LLP
0.39% NEW
α +10.3pts
03
Voloridge Investment Management, LLC
0.05% held
α +15.5pts
04
Quarry LP
0.02% held
α +10.6pts
05
Greenwich Wealth Management LLC
0.01% held
α +12.7pts
06
Knightsbridge Asset Management, LLC
0.00% held
α +24.2pts
07
Citigroup Inc.
0.00% held
α +26.3pts
08
Wellington Management Group LLP
0.00% held
α +10.5pts
09
Erste Asset Management GmbH
0.00% held
α +33.4pts
10
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
11
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
13 transactions · 11 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $SFD in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $SFD lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $SFD — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 14:57 UTC.