Industry deep-dive

Packaged Foods

Every super-investor and insider move tracked across 33 tickers in this industry.

Tickers

Combined value

$17.29B

Insider net (30d)

+$6.8M

Congress trades (30d)

Sector consensus moves

Latest portfolios · 2025Q4

Most bought

Tracked managers added or opened

Most sold

Tracked managers trimmed or exited

Top 12 super-investors · 2025Q4

#	Manager	Sector value	Positions	% of book	Top picks
1	Warren Buffett Berkshire Hathaway	$7.90B	1	2.9%	KHC
2	Norges Bank Norway SWF	$1.66B	17	0.2%	GIS KHC CAG
3	AQR Capital Management	$1.30B	31	0.7%	GIS INGR BRBR
4	Ken Griffin Citadel Advisors	$914M	30	0.6%	SJM MKC HRL
5	Two Sigma Investments	$886M	30	1.3%	CPB SJM GIS
6	Izzy Englander Millennium Mgmt	$812M	32	0.6%	DAR SJM MKC
7	Wellington Management	$805M	16	0.1%	GIS MKC FRPT
8	T. Rowe Price	$699M	31	0.1%	LW CAG GIS
9	Steve Cohen Point72	$537M	17	0.8%	SJM MKC BRBR
10	D.E. Shaw & Co.	$468M	28	0.4%	PPC BRBR INGR
11	Renaissance Technologies	$364M	25	0.6%	GIS MZTI PPC
12	Jeremy Grantham GMO	$203M	6	0.5%	DAR MZTI KHC

#	Ticker	Company	Value
1	KHC	KRAFT HEINZ CO	$8.69B
2	GIS	GENERAL MLS INC	$1.29B
3	SJM	SMUCKER J M CO	$1.07B
4	MKC	MCCORMICK & CO INC	$792.0M
5	DAR	DARLING INGREDIENTS INC	$696.8M
6	LW	LAMB WESTON HLDGS INC	$615.8M
7	BRBR	BELLRING BRANDS INC	$487.4M
8	CAG	CONAGRA BRANDS INC	$482.2M
9	INGR	INGREDION INC	$441.4M
10	HRL	HORMEL FOODS CORP	$420.2M
11	POST	POST HLDGS INC	$344.3M
12	PPC	PILGRIMS PRIDE CORP	$339.8M
13	CPB	CAMPBELL SOUP CO	$289.7M
14	FRPT	FRESHPET INC	$276.0M
15	MZTI	LANCASTER COLONY CORP	$234.7M
16	FLO	FLOWERS FOODS INC	$170.8M
17	SFD	SMITHFIELD FOODS INC	$169.9M
18	SMPL	SIMPLY GOOD FOODS CO	$116.6M
19	CENTA	CENTRAL GARDEN & PET CO	$60.7M
20	UTZ	UTZ BRANDS INC	$59.0M
21	JBSS	SANFILIPPO JOHN B & SON INC	$49.0M
22	USNA	USANA HEALTH SCIENCES INC	$40.3M
23	JJSF	J & J SNACK FOODS CORP	$34.5M
24	MAMA	MAMAMANCINI S HLDGS INC	$27.8M