Ticker · CUSIP 82900L102

SMPL

SIMPLY GOOD FOODS CO

Consumer Defensive·Packaged Foods

···Share

Holders (tracked)

Combined shares

5,963,667

Combined value

$119.75M

Last close

$11.89

Quarter

2025Q4

Price is -40.8% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$11.89-25.42 (-68.13%)H $37.31 · L $10.44 · Avg Vol 1.8M

Congress buy

Tracked holders · last 8 quarters

+2 vs previous quarter over the last 8.

SEC event timeline

26 events

Ken Griffin (Citadel Advisors) trimmed2026-02-17
−95,057 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2026-02-17
−1,017,775 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+10,291 shares · 2025Q4
Position
Wellington Management trimmed2026-02-17
−812,606 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+42,358 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+85,069 shares · 2025Q4
Position
D.E. Shaw & Co. added2026-02-17
+1,209,008 shares · 2025Q4
Position
Two Sigma Investments added2026-02-17
+509,992 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) trimmed2026-02-13
−66,285 shares · 2025Q4
Position
Lee Ainslie (Maverick Capital) exited2026-02-13
−155,823 shares · 2025Q4
Position
Renaissance Technologies added2026-02-12
+50,412 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+175,399 shares · 2025Q4
Position
Mario Gabelli (GAMCO) added2026-02-05
+6,000 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) exited2025-12-09
−36,640 shares · 2025Q3
Position
AQR Capital Management opened position2025-11-14
+32,263 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) added2025-11-14
+1,032,358 shares · 2025Q3
Position
Two Sigma Investments added2025-11-14
+380,930 shares · 2025Q3
Position
D.E. Shaw & Co. added2025-11-14
+320,765 shares · 2025Q3
Position
Lee Ainslie (Maverick Capital) opened position2025-11-14
+155,823 shares · 2025Q3
Position
T. Rowe Price trimmed2025-11-14
−87,091 shares · 2025Q3
Position
Wellington Management trimmed2025-11-14
−3,395,469 shares · 2025Q3
Position
Renaissance Technologies added2025-11-13
+271,300 shares · 2025Q3
Position
Ray Dalio (Bridgewater Associates) opened position2025-11-13
+166,481 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−1,152,877 shares · 2025Q3
Position
Mario Gabelli (GAMCO) trimmed2025-11-12
−200 shares · 2025Q3
Position
Norges Bank (Norway SWF) added2025-11-12
+360,059 shares · 2024Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for SMPL →

Follow-the-investor returns

If you'd copied each holder of SMPL…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
T. Rowe Price	2017Q3	$20.79	-42.8%	$8.4M
Ken Griffin (Citadel Advisors)	2017Q4	$21.30	-44.2%	$1.0M
Ken Griffin (Citadel Advisors)	2017Q4	$21.30	-44.2%	$1.0M
Ken Griffin (Citadel Advisors)	2017Q4	$21.30	-44.2%	$1.0M
D.E. Shaw & Co.	2017Q3	$21.82	-45.5%	$19.3M
Two Sigma Investments	2017Q4	$22.16	-46.4%	$10.7M
AQR Capital Management	2018Q4	$22.65	-47.5%	$1.4M
Mario Gabelli (GAMCO)	2017Q4	$24.47	-51.4%	$344K
Ray Dalio (Bridgewater Associates)	2021Q2	$25.32	-53.0%	$1.2M
Izzy Englander (Millennium Mgmt)	2017Q3	$26.14	-54.5%	$2.7M
Renaissance Technologies	2018Q3	$27.11	-56.1%	$5.4M
Paul Tudor Jones (Tudor Investment)	2018Q1	$32.05	-62.9%	$504K
Wellington Management	2017Q3	$32.94	-63.9%	$13.5M
Norges Bank (Norway SWF)	2018Q4	$1833.17	-99.4%	$2.1M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions2

Norges Bank (Norway SWF)
+175,399
$3.5M
Paul Tudor Jones (Tudor Investment)
+42,358
$851K

Added to6

D.E. Shaw & Co.
+1,209,008
$24.3M
Two Sigma Investments
+509,992
$10.2M
AQR Capital Management
+85,069
$1.7M
Renaissance Technologies
+50,412
$1.0M
Mario Gabelli (GAMCO)
+6,000
$120K
T. Rowe Price
+10,291
$207

Trimmed4

Izzy Englander (Millennium Mgmt)
−1,017,775
$20.4M
Wellington Management
−812,606
$16.3M
Ken Griffin (Citadel Advisors)
−95,057
$1.9M
Ray Dalio (Bridgewater Associates)
−66,285
$1.3M

Exited1

Lee Ainslie (Maverick Capital)
−155,823
$3.9M

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	10	19,481,958	$29.96B	—
2022Q2	10	19,780,602	$32.95B	—
2022Q3	12	18,156,962	$580.8M	+2
2022Q4	13	18,677,722	$710.3M	+1
2023Q1	13	18,955,382	$753.9M	—
2023Q2	12	16,088,322	$588.7M	-1
2023Q3	13	15,987,528	$551.9M	+1
2023Q4	12	16,872,730	$668.2M	-1
2024Q1	14	19,075,698	$649.1M	+2
2024Q2	12	19,865,291	$717.7M	-2
2024Q3	13	6,086,132	$211.6M	+1
2024Q4	11	3,087,647	$120.4M	-2
2025Q1	11	7,408,386	$255.5M	—
2025Q2	11	8,287,894	$261.8M	—
2025Q3	12	5,960,684	$147.9M	+1
2025Q4	14	5,963,667	$119.8M	+2

Congress members trading this stock

Date	Member	Type	Amount range	Filing
2026-03-13	Tim Moore	Buy	$1K – $15K	PDF ↗

Who owns SMPL

14 super-investors · 2025Q4

Tracked stake

5.96M

Combined value

$120M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New2Added6Trim6

#	Manager	Shares	Value	% of book	Last action
1	D.E. Shaw & Co.	1.62M	$33M	0.0%	Added+1.21M
2	Wellington Management	1.13M	$23M	0.0%	Trim−812.6K
3	Two Sigma Investments	899.8K	$18M	0.0%	Added+510.0K
4	T. Rowe Price	705.2K	$14M	0.0%	Added+10.3K
5	Renaissance Technologies	456.2K	$9M	0.0%	Added+50.4K
6	Ken Griffin Citadel Advisors	299.1K	$6M	0.0%	Trim−95.1K
7	Izzy Englander Millennium Mgmt	228.5K	$5M	0.0%	Trim−1.02M
8	Norges Bank Norway SWF	175.4K	$4M	0.0%	New+175.4K
9	AQR Capital Management	117.3K	$2M	0.0%	Added+85.1K
10	Ray Dalio Bridgewater Associates	100.2K	$2M	0.0%	Trim−66.3K
11	Ken Griffin Citadel Advisors	87.9K	$2M	0.0%	Trim−95.1K
12	Ken Griffin Citadel Advisors	69.1K	$1M	0.0%	Trim−95.1K
13	Paul Tudor Jones Tudor Investment	42.4K	$851K	0.0%	New+42.4K
14	Mario Gabelli GAMCO	28.9K	$581K	0.0%	Added+6.0K

Recent moves

20 transactions

TRIMKen Griffin (Citadel Advisors)
−95,057 · 2025Q4
ADDD.E. Shaw & Co.
+1,209,008 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−1,017,775 · 2025Q4
ADDTwo Sigma Investments
+509,992 · 2025Q4
ADDAQR Capital Management
+85,069 · 2025Q4
TRIMWellington Management
−812,606 · 2025Q4
ADDT. Rowe Price
+10,291 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+42,358 · 2025Q4
SOLDLee Ainslie (Maverick Capital)
−155,823 · 2025Q4
TRIMRay Dalio (Bridgewater Associates)
−66,285 · 2025Q4
ADDRenaissance Technologies
+50,412 · 2025Q4
NEWNorges Bank (Norway SWF)
+175,399 · 2025Q4
ADDMario Gabelli (GAMCO)
+6,000 · 2025Q4
SOLDPaul Tudor Jones (Tudor Investment)
−36,640 · 2025Q3
ADDTwo Sigma Investments
+380,930 · 2025Q3
ADDIzzy Englander (Millennium Mgmt)
+1,032,358 · 2025Q3
ADDD.E. Shaw & Co.
+320,765 · 2025Q3
NEWLee Ainslie (Maverick Capital)
+155,823 · 2025Q3
TRIMT. Rowe Price
−87,091 · 2025Q3
TRIMWellington Management
−3,395,469 · 2025Q3

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