# Smucker JM (SJM): value investors who own it | moatshark

2 value investors held Smucker JM in their Q2 2026 13F, led by Ariel Investments, Maverick Capital.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Ariel Investments | 2.0% | $202m | Trimmed -3.3% | 53 |
| Maverick Capital | 0.0% | $3.1m | Trimmed -7.1% | 4 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-31 | SMUCKER MARK T | CEO, Chair of Board | Sold | 84821 | $11.1m |
| 2026-08-31 | Ferguson Robert D | Chief Product Supply Officer | Sold | 2522 | $334k |
| 2026-08-28 | Marshall Tucker H | Chief Financial Officer | Sold | 11093 | $1.5m |
| 2026-08-28 | Marshall Tucker H | Chief Financial Officer | Sold | 7389 | $977k |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/sjm). Values traded and returns are estimates. Not investment advice. Built 2026-10-23.