MZTI
The Marzetti CompanyMarquee-fund ownership over time
This quarter's activity
New positions opened
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Bridgewater Associates re-entered | Q2 2020 | 25Q | $128 | $113 | -11% |
| Renaissance Technologies | Q3 2024(8Q snapshot) | 7Q | $185 | $113 | -39% |
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $188 | $113 | -40% |
| D.E. Shaw re-entered | Q3 2024(8Q snapshot) | 7Q | $188 | $113 | -40% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $188 | $113 | -40% |
| Point72 Asset Management re-entered | Q3 2024(8Q snapshot) | 7Q | $188 | $113 | -40% |
| Two Sigma Investments | Q2 2025(8Q snapshot) | 4Q | $163 | $113 | -31% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Millennium Management | Q3 2024 | Q2 2026 | → $114 | -39% |
| Maverick Capital 5× in & out | Q1 2026 | Q2 2026 | → $114 | -28% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at MARZETTI CO. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 19, 2026 — the most recent Form 4 on file — not from today.
- Form 40001225208-26-005487May 19, 2026
- Form 40001225208-26-000449Jan 7, 2026
- Form 40001225208-25-009401Nov 24, 2025
- Form 40001225208-25-009400Nov 24, 2025
- Form 40001225208-25-009399Nov 24, 2025
- Form 40001225208-25-009398Nov 24, 2025
- Form 40001225208-25-009396Nov 24, 2025
- Form 40001225208-25-009397Nov 24, 2025
- Form 40001225208-25-009395Nov 24, 2025
- Form 40001225208-25-009394Nov 24, 2025
- Form 40001225208-25-009393Nov 24, 2025
- Form 40001225208-25-007445Aug 25, 2025
- Form 40001225208-25-007444Aug 25, 2025
- Form 40001225208-25-007443Aug 25, 2025
- Form 40001225208-25-007352Aug 19, 2025
Fundamentals
XBRL · The Marzetti CompanyAnnual figures sourced directly from The Marzetti Company's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for MARZETTI CO — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportMay 4, 2026
- 8-KMaterial eventMay 4, 2026
- 8-KMaterial eventMay 1, 2026
- 8-KMaterial eventMar 9, 2026
- 8-KMaterial eventFeb 11, 2026
- 10-QQuarterly reportFeb 3, 2026
- 8-KMaterial eventFeb 3, 2026
- 8-KMaterial eventNov 20, 2025
- 10-QQuarterly reportNov 4, 2025
- 8-KMaterial eventNov 4, 2025
- DEF 14AProxy statementOct 20, 2025
- 10-KAnnual reportAug 21, 2025
- 8-KMaterial eventAug 21, 2025
- 8-KMaterial eventAug 13, 2025
- 8-KMaterial eventJun 30, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Maverick Capital | Q1 2026 | Q2 2026 | $159 | $114 | -28% |
| Point72 Asset Management | Q4 2025 | open | $169 | $113 | -33% |
| Bridgewater Associates | Q4 2025 | open | $171 | $109 | -36% |
| Two Sigma Investments | Q2 2025 | open | $163 | $113 | -31% |
| D.E. Shaw | Q1 2025 | open | $183 | $113 | -38% |
| Citadel Advisors | Q3 2024 | open | $188 | $113 | -40% |
| D.E. Shaw | Q3 2024 | Q4 2024 | $188 | $178 | -5% |
| AQR Capital Management | Q3 2024 | open | $188 | $113 | -40% |
| Millennium Management | Q3 2024 | Q2 2026 | $188 | $114 | -39% |
| Point72 Asset Management | Q3 2024 | Q3 2025 | $188 | $178 | -5% |
| Renaissance Technologies | Q3 2024 | open | $185 | $113 | -39% |
| Maverick Capital | Q1 2024 | Q2 2024 | $181 | $185 | +2% |
| Maverick Capital | Q2 2022 | Q2 2023 | $123 | $200 | +62% |
| Maverick Capital | Q2 2021 | Q1 2022 | $171 | $146 | -15% |
| Bridgewater Associates | Q4 2020 | Q3 2025 | $157 | $180 | +15% |
| Bridgewater Associates | Q2 2020 | Q3 2020 | $128 | $153 | +20% |
| Maverick Capital | Q3 2019 | Q2 2020 | $133 | $129 | -3% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.