SMPL
The Simply Good Foods 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 | Q3 2021 | 20Q | $37 | $12 | -68% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $33 | $12 | -64% |
| AQR Capital Management re-entered | Q3 2024(8Q snapshot) | 7Q | $33 | $12 | -64% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $33 | $12 | -64% |
| Renaissance Technologies re-entered | Q4 2024(8Q snapshot) | 6Q | $36 | $12 | -68% |
“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 |
|---|---|---|---|---|
| Citadel Advisors | Q3 2024 | Q2 2026 | → $12 | -65% |
| Two Sigma Investments | Q2 2025 | Q2 2026 | → $12 | -68% |
| Maverick Capital 2× in & out | Q4 2025 | Q1 2026 | → $16 | -19% |
| Coatue Management | Q3 2019 | Q2 2020 | → $17 | -35% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at Simply Good Foods 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 18, 2026 — the most recent Form 4 on file — not from today.
- Form 40001180778-26-000004May 18, 2026
- Form 40001141569-26-000004May 13, 2026
- Form 40001025094-26-000004Apr 24, 2026
- Form 40002076611-26-000001Apr 17, 2026
- Form 40001746213-26-000002Mar 6, 2026
- Form 40001025094-26-000002Jan 30, 2026
- Form 40001289479-26-000002Jan 30, 2026
- Form 40001180778-26-000002Jan 30, 2026
- Form 40001679746-26-000002Jan 30, 2026
- Form 40001141569-26-000002Jan 30, 2026
- Form 40001725036-26-000002Jan 30, 2026
- Form 40001136260-26-000002Jan 30, 2026
- Form 40001678122-26-000002Jan 30, 2026
- Form 40001869205-26-000002Jan 30, 2026
- Form 40001280940-26-000002Jan 30, 2026
Fundamentals
XBRL · The Simply Good Foods CompanyAnnual figures sourced directly from The Simply Good Foods 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 Simply Good Foods Co — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 8-K/AMaterial event (amended)Apr 22, 2026
- 8-KFORM 8-KApr 21, 2026
- 10-QQuarterly reportApr 9, 2026
- 8-KMaterial eventApr 9, 2026
- 8-KFORM 8-KFeb 2, 2026
- 8-KFORM 8-KJan 21, 2026
- 10-QQuarterly reportJan 8, 2026
- 8-KMaterial eventJan 8, 2026
- DEF 14AProxy statementDec 17, 2025
- 8-KFORM 8-KNov 20, 2025
- 10-KAnnual reportOct 28, 2025
- 8-KMaterial eventOct 23, 2025
- 10-QQuarterly reportJul 10, 2025
- 8-KMaterial eventJul 10, 2025
- 8-KFORM 8-KMay 28, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| AQR Capital Management | Q4 2025 | open | $20 | $12 | -40% |
| Maverick Capital | Q4 2025 | Q1 2026 | $20 | $16 | -19% |
| Bridgewater Associates | Q4 2025 | open | $20 | $12 | -39% |
| Renaissance Technologies | Q3 2025 | open | $30 | $12 | -60% |
| Two Sigma Investments | Q2 2025 | Q2 2026 | $36 | $12 | -68% |
| Renaissance Technologies | Q4 2024 | Q2 2025 | $36 | $35 | -3% |
| Citadel Advisors | Q3 2024 | Q2 2026 | $33 | $12 | -65% |
| D.E. Shaw | Q3 2024 | open | $33 | $12 | -64% |
| AQR Capital Management | Q3 2024 | Q3 2025 | $33 | $29 | -12% |
| Millennium Management | Q3 2024 | open | $33 | $12 | -64% |
| Maverick Capital | Q4 2023 | Q3 2024 | $39 | $33 | -16% |
| Bridgewater Associates | Q3 2021 | Q3 2025 | $37 | $30 | -19% |
| Coatue Management | Q3 2019 | Q2 2020 | $26 | $17 | -35% |
- 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.