Jim Simons Packaged Foods

Renaissance Technologies LLC

$70.6 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
K Kellogg CO	$26.7B	$166 Million 0.23% of portfolio	2,082,800	Q2 2025 Added 56.05%
FLO Flowers Foods Inc	$2.83B	$93.3 Million 0.13% of portfolio	5,839,102	Q2 2025 Added 13.69%
CPB Campbell Soup CO	$9.87B	$88.4 Million 0.13% of portfolio	2,884,827	Q2 2025 Added 54.91%
LANC Lancaster Colony Corp	$5B	$67.9 Million 0.1% of portfolio	393,180	Q2 2025 Added 21.92%
NOMD Nomad Foods LTD	$2.34B	$61.5 Million 0.09% of portfolio	3,617,779	Q2 2025 Added 3.02%
HLF Herbalife Nutrition Ltd.	$911M	$59.5 Million 0.08% of portfolio	6,904,068	Q2 2025 Reduced 2.17%
BRBR Bellring Brands, Inc.	$4.81B	$56.9 Million 0.08% of portfolio	981,751	Q2 2025 Reduced 46.79%
HRL Hormel Foods Corp	$13.6B	$49.5 Million 0.07% of portfolio	1,636,225	Q2 2025 Reduced 9.71%
PPC Pilgrims Pride Corp	$10B	$47.6 Million 0.07% of portfolio	1,057,413	Q2 2025 Reduced 9.89%
USNA Usana Health Sciences Inc	$579M	$35.3 Million 0.05% of portfolio	1,154,830	Q2 2025 Added 6.41%
BRFS Brf S.A.	$4.51B	$31.1 Million 0.04% of portfolio	8,520,760	Q2 2025 Added 5.46%
CAG Conagra Brands Inc.	$9.05B	$22 Million 0.03% of portfolio	1,074,281	Q2 2025 New
INGR Ingredion Inc	$8.12B	$19.2 Million 0.03% of portfolio	141,500	Q2 2025 Reduced 48.43%
JBSS Sanfilippo John B & Son Inc	$565M	$17.2 Million 0.02% of portfolio	271,745	Q2 2025 Added 15.07%
CENTA Central Garden & Pet Company C	$1.34B	$14.7 Million 0.02% of portfolio	468,575	Q2 2025 Added 5.33%
LFVN Lifevantage Corp	$135M	$11.7 Million 0.02% of portfolio	894,418	Q2 2025 Added 3.53%
LWAY Lifeway Foods, Inc.	$515M	$10.7 Million 0.02% of portfolio	435,771	Q2 2025 Reduced 2.4%
KHC Kraft Heinz CO	$31.5B	$9.54 Million 0.01% of portfolio	369,400	Q2 2025 Reduced 75.16%
THS Tree House Foods, Inc.	$958M	$7.83 Million 0.01% of portfolio	403,100	Q2 2025 Added 128.64%
JJSF J&J Snack Foods Corp	$1.95B	$4.83 Million 0.01% of portfolio	42,556	Q2 2025 Reduced 3.62%
SMPL Simply Good Foods CO	$2.63B	$4.25 Million 0.01% of portfolio	134,500	Q2 2025 New
SJM J M Smucker CO	$11.2B	$4.23 Million 0.01% of portfolio	43,100	Q2 2025 Reduced 22.73%
CENT Central Garden & Pet CO	$402M	$3.25 Million 0.0% of portfolio	92,311	Q2 2025 Reduced 8.34%
SENEA Seneca Foods Corp	$670M	$3.03 Million 0.0% of portfolio	29,897	Q2 2025 Added 15.89%
LSF Laird Superfood, Inc.	$51.7M	$1.89 Million 0.0% of portfolio	300,500	Q2 2025 Added 9.15%
JVA Coffee Holding CO Inc	$27.3M	$1.77 Million 0.0% of portfolio	409,592	Q2 2025 Reduced 4.45%
MMMB Mama Mancini'S Holdings, Inc.	$139M	$1.15 Million 0.0% of portfolio	301,200	Q2 2025 Added 5.5%
FARM Farmer Brothers CO	$35.5M	$995,000 0.0% of portfolio	726,400	Q2 2025 Reduced 7.66%
NAII Natural Alternatives International Inc	$19.6M	$976,000 0.0% of portfolio	297,656	Q2 2025 Reduced 2.14%
POST Post Holdings, Inc.	$6.15B	$937,000 0.0% of portfolio	8,600	Q2 2025 Reduced 93.48%
BGS B&G Foods, Inc.	$325M	$539,000 0.0% of portfolio	127,500	Q2 2025 Reduced 57.43%
STKL Sun Opta Inc.	$691M	$446,000 0.0% of portfolio	77,047	Q2 2025 New
HAIN Hain Celestial Group Inc	$129M	$281,000 0.0% of portfolio	185,222	Q2 2025 Added 577.92%
UTZ Utz Brands, Inc.	$1.01B	$247,000 0.0% of portfolio	19,700	Q2 2025 New
BRID Bridgford Foods Corp	$69.6M	$90,000 0.0% of portfolio	11,500	Q4 2024 New
PETZ Tdh Holdings, Inc.	$12.3M	$10,000 0.0% of portfolio	11,000	Q4 2024 Reduced 27.63%
MKC-V Mc Cormick & Company, Incorporated	$21.8B	$0 0.0% of portfolio	-	Q2 2025 New

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Jim Simons

Jim Simons is the founder and chairman of Renaissance Technologies, a successful investment firm that uses quantitative approaches to investing. Simons is known for his expertise in mathematical modeling and has a reputation for being a skilled and successful investor. He has generated strong returns for his clients over the long term.

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