Follow-The-Filings

Security

SMG

Scotts Miracle-Gro Co. · CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners 3 new 2 exits max 0.7% (John Rogers - Ariel Inves...)

grid → activity →
owners 14
max % 0.7%
tracked value $458M
qoq N 3 A 6 R 5 E 2

Conviction

Largest portfolio weights among featured holders · not free-float ownership

  1. John Rogers 0.7%
  2. Ancora Advisors 0.1%
  3. Two Sigma Investments 0.03%
  4. Ray Dalio 0.02%
  5. Israel Englander 0.01%
  6. Cliff Asness 0.01%
  7. Steve Cohen 0.01%
  8. Dmitry Balyasny 0.01%
  9. Joel Greenblatt 0.01%
  10. First Pacific Advisors 0.01%

holders

sorted by % of portfolio · long equity only · exits show last held size

history
John Rogers - Ariel Investments, LLC 2026 Q1 0.7% New 0.7% 962,642 $59M hist
Ancora Advisors LLC 2026 Q1 0.1% Add +219916.7% 79,206 $5M hist
Two Sigma Investments, LP 2025 Q4 stale 0.03% Add +19.9% 333,795 $19M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.02% Add +8.3% 62,401 $4M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.01% Reduce −11.2% 400,177 $24M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.01% Reduce −17.4% 319,559 $19M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.01% Add +203.7% 114,973 $7M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.01% Reduce −87.5% 76,606 $5M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.01% Reduce −40.8% 50,586 $3M hist
First Pacific Advisors, LP 2026 Q1 0.01% New 0.0% 7,357 $447 hist
Vanguard Group Inc. 2025 Q4 stale 0% Reduce −0.8% 4,747,017 $277M hist
Norges Bank 2025 Q4 stale 0% Add +28.0% 558,604 $33M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0% Add +261.4% 34,909 $2M hist
Natixis Advisors, LLC 2026 Q1 0% New 0.0% 15,411 $937 hist
Thomas Gayner - Markel Group Inc. exited 2026 Q2 last 2026 Q1 0.09% Exit −0.09 pp 168,000 $10M hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0% Exit 0.00 pp 54,500 $3M hist

14 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $3.55B $3.55B $3.41B
Gross profit $657.3M $850.5M $1.04B
Gross margin * 18.5% 23.9% 30.6%
Net income -$380.1M -$34.9M $145.2M
Net margin * -10.7% -1.0% 4.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.4B $980.4M $940.3M
Total non-current assets * $2.02B $1.89B $1.8B
Total assets $3.41B $2.87B $2.74B
Total current liabilities $773.7M $750.3M $739.7M
Total non-current liabilities * $2.91B $2.51B $2.36B
Total equity — — —

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $531M $667.5M $371.3M
Cash from investing -$65.7M -$100.4M -$112.1M
Cash from financing -$520.1M -$527.9M -$294M
Net change in cash -$54.9M $39.7M -$35M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders