← Top Holdings

SJMSMUCKER J M CO

CUSIP: 832696405

3

Guru Owners

$192.2M

Total Value Held

2.0M

Total Shares

$179.4M
2.01%
$9.8M
0.04%
$2.9M
0.03%

📊 Fundamentals

Market Cap$12.1B
Forward P/E10.6x
P/FCF12.0x
EPS (TTM)$-1.30
Revenue (TTM)$9.1B
Profit Margin-1.53%
Div Yield3.89%
Beta0.25

52-Week Range

$88.25
$119.39

Current: $113.24

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$75.8M$151.5M$227.3M$303.0MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '263 owners · $192.2M
INCREASEDJohn Rogers$179.4M
REDUCEDRay Dalio$9.8M
INCREASEDLee Ainslie$2.9M
Q4 '253 owners · $182.9M
INCREASEDJohn Rogers$157.4M
REDUCEDRay Dalio$22.8M
REDUCEDLee Ainslie$2.7M
Q3 '253 owners · $172.0M
INCREASEDJohn Rogers$167.6M
NEWLee Ainslie$3.6M
INCREASEDRay Dalio$733K
Q2 '252 owners · $151.3M
REDUCEDJohn Rogers$150.1M
REDUCEDRay Dalio$1.1M
Q1 '253 owners · $303.0M
INCREASEDJohn Rogers$222.8M
NEWLee Ainslie$64.1M
REDUCEDRay Dalio$16.1M
Q4 '242 owners · $209.6M
INCREASEDJohn Rogers$201.8M
REDUCEDRay Dalio$7.7M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
1%analyst est. 0.6%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
11.1%current: 11.1%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

SJM: Held by 3 superinvestors · 11 congress member trades

$1,001 - $15,0002025-10-31
$1,001 - $15,0002025-10-30
$1,001 - $15,0002025-10-30
$1,001 - $15,0002025-06-24
$1,001 - $15,0002025-06-23
$15,001 - $50,0002025-05-12
$1,001 - $15,0002025-04-01
$1,001 - $15,0002025-02-20
$1,001 - $15,0002025-02-10
$1,001 - $15,0002025-01-24
$1,001 - $15,0002025-01-17
SJM Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker