HARBOR CAPITAL ADVISORS, INC. SMPL Simply Good Foods Co/The

Ownership history in HARBOR CAPITAL ADVISORS, INC.  ·  5 quarters on record

AI Ownership Summary

HARBOR CAPITAL ADVISORS, INC. reported Simply Good Foods Co/The (SMPL) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.23% in 2025 Q4. The latest visible filing shows SMPL at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SMPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HARBOR CAPITAL ADVISORS, INC.'s position in Simply Good Foods Co/The, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SMPL was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HARBOR CAPITAL ADVISORS, INC. held SMPL — position size vs. price
% of Fund (quarterly)    SMPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 51,833 -97,166 -65.2% 0.06% $744 2026-04-28 $13.79
2025 Q4 ADDED 148,999 +109,929 +281.4% 0.23% $3.0M 2026-01-20 $21.01
2025 Q3 ADDED 39,070 +38,793 +14004.7% 0.08% $970K 2025-10-15 $24.38
2025 Q2 ADDED 277 +43 +18.4% 0.00% $9K 2025-07-09 $32.34
2025 Q1 INITIATED 234 0.00% $8K 2025-04-14 $37.57

FAQ About HARBOR CAPITAL ADVISORS, INC. and SMPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has HARBOR CAPITAL ADVISORS, INC. reported owning SMPL?

HARBOR CAPITAL ADVISORS, INC. reported SMPL across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported SMPL position in HARBOR CAPITAL ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for SMPL was 0.23% in 2025 Q4.

What is the latest reported SMPL position on this page?

The most recent filing on this page is 2026 Q1, when HARBOR CAPITAL ADVISORS, INC. reported 51,833 shares, equal to 0.06% of portfolio, with an estimated market value of $744.

What does the chart on this SMPL ownership page compare?

The chart compares HARBOR CAPITAL ADVISORS, INC.'s quarterly SMPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HARBOR CAPITAL ADVISORS, INC. time their SMPL position?

Based on 13F filing dates vs. subsequent SMPL price moves, HARBOR CAPITAL ADVISORS, INC. correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on SMPL relative to SPY over the holding period was -71.2%.

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