SMPL — Simply Good Foods Co

Ownership history in YOUSIF CAPITAL MANAGEMENT, LLC  ·  18 quarters on record

AI Ownership Summary

YOUSIF CAPITAL MANAGEMENT, LLC reported Simply Good Foods Co (SMPL) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows SMPL at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SMPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was YOUSIF CAPITAL MANAGEMENT, LLC's position in Simply Good Foods Co, 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

SMPL stock page YOUSIF CAPITAL MANAGEMENT, LLC fund profile YOUSIF CAPITAL MANAGEMENT, LLC full holdings
How YOUSIF CAPITAL MANAGEMENT, LLC 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 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 23,038 -1,837 -7.4% 0.00% $331K 2026-04-24 $13.36
2025 Q4 REDUCED 24,875 -3,797 -13.2% 0.01% $523K 2026-01-21 $21.18
2025 Q3 REDUCED 28,672 -5,501 -16.1% 0.01% $712K 2025-10-14 $24.18
2025 Q2 ADDED 34,173 +341 +1.0% 0.01% $1.1M 2025-07-25 $33.19
2025 Q1 REDUCED 33,832 -697 -2.0% 0.01% $1.2M 2025-04-14 $37.57
2024 Q4 REDUCED 34,529 -726 -2.1% 0.01% $1.3M 2025-01-27 $39.33
2024 Q3 REDUCED 35,255 -1,529 -4.2% 0.01% $1.2M 2024-10-30 $33.94
2024 Q2 REDUCED 36,784 -4,361 -10.6% 0.02% $1.3M 2024-07-31 $33.92
2024 Q1 REDUCED 41,145 -3,841 -8.5% 0.02% $1.4M 2024-04-26 $34.40
2023 Q4 REDUCED 44,986 -1,775 -3.8% 0.02% $1.8M 2024-02-01 $37.91
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SMPL

As of 2026 Q1 — sorted by position size

Boston Trust Walden Corp 3Y 7Y 0.43% Cohen Capital Management, Inc. 3Y 7Y 0.13% Bayforest Capital Ltd 0.05% WESBANCO BANK INC 3Y 7Y 0.03% Abacus Wealth Partners, LLC 0.02% Louisiana State Employees Retirement System 3Y 7Y 0.01% Assenagon Asset Management S.A. 3Y 7Y 0.01% State of Alaska, Department of Revenue 3Y 7Y 0.01% SG Americas Securities, LLC 3Y 7Y 0.01% Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About YOUSIF CAPITAL MANAGEMENT, LLC and SMPL

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

How long has YOUSIF CAPITAL MANAGEMENT, LLC reported owning SMPL?

YOUSIF CAPITAL MANAGEMENT, LLC reported SMPL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SMPL position in YOUSIF CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for SMPL was 0.02% in 2023 Q4.

What is the latest reported SMPL position on this page?

The most recent filing on this page is 2026 Q1, when YOUSIF CAPITAL MANAGEMENT, LLC reported 23,038 shares, equal to 0.00% of portfolio, with an estimated market value of $331K.

What does the chart on this SMPL ownership page compare?

The chart compares YOUSIF CAPITAL MANAGEMENT, LLC'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.

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