1 tracked superinvestor hold SIMPLY GOOD FOODS CO/THE (SMPL), worth $16M combined, led by Howard Marks. Smart money is trimming SMPL as of the latest 13F filings.
Current price
$11.45
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$16M
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
-1
0 buying · 1 selling
Smart money is net reducing SMPL: 1 funds trimmed versus 0 adding.
SIMPLY GOOD FOODS CO/THE (SMPL) appears mainly in diversified and quant books here (1 funds, $16M combined) rather than in concentrated conviction portfolios — read the holders below with that in mind.
The largest position belongs to Howard Marks at 0.3% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 0 added and 1 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 0.3% | $16M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own SMPL?
1 tracked funds hold SIMPLY GOOD FOODS CO/THE (SMPL), the largest being Howard Marks (Oaktree Capital Management) at 0.3% of its 13F portfolio. 0 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling SMPL?
In the most recent 13F quarter, 0 tracked funds added or opened SMPL and 1 trimmed it.
How much SMPL do tracked funds hold?
Combined disclosed long exposure to SMPL across tracked superinvestors is $16M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.