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SMPL Simply Good Foods Co.

Consumer Staples, filed as SIMPLY GOOD FOODS CO (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2

  • 1 Owner
  • Max 0.2%
  • $16M
  • 1 add

In 2026 Q2 Howard Marks added to Simply Good Foods.

Who owns this now

Largest portfolio weights among holders, up to 0.2% (Howard Marks, Oaktree Capital Management). Not free-float ownership.

  1. Howard Marks Add 0.22%

Who owns SMPL

Sorted by value, long equity only, as of 2026 Q2.

History
Howard Marks, Oaktree Capital Management 0.22% Add +6.6% 1,203,889 $16M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by SMPL's executives, directors and 10% owners in the last 12 months, from their Form 4s

All SMPL insider trades
  • $1.4M bought by 4 insiders
  • $114K sold by 1 insider outside a trading plan
  • None no planned (10b5-1) sales
  1. Clayton C Daley Jr. Director
    Buy
    $118K 10,000 shares at $11.78 +9.8% to stake
    Traded May 14 Filed May 18
    ↗
  2. James M Kilts Director
    Buy
    $991K 80,000 shares at $12.39 +86% to stake
    Traded Apr 23 Filed Apr 24
    ↗
  3. Michael L Clawson Chief Commercial Officer
    Buy
    $100K 5,000 shares at $20.00 +15% to stake
    Traded Nov 17, 2025 Filed Nov 19, 2025
    ↗
  4. Timothy Allen Matthews VP, Controller and CAO
    Sale
    $114K 5,859 shares at $19.47 25% of stake
    Traded Nov 11, 2025 Filed Nov 12, 2025
    ↗
  5. Christopher J Bealer CFO
    Buy
    $199K 9,946 shares at $20.01 +43% to stake
    Traded Nov 6, 2025 Filed Nov 10, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 21 stock grants, 8 share withholdings for taxes, and 2 gifts.

Congress

1 member of Congress traded SMPL in the last three years: 4 buys and 0 sales.

All Congress trades
  1. Tim Moore R-NC-14 Buy $1K–$15K Mar 13 filed Mar 24
  2. Tim Moore R-NC-14 Buy $1K–$15K Mar 12 filed Mar 24
  3. Tim Moore R-NC-14 Buy $15K–$50K Feb 11 filed Feb 20
  4. Tim Moore R-NC-14 Buy $15K–$50K Feb 3 filed Feb 20

SEC filings

Recent issuer filings from EDGAR, 17 shown.

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
8-K/A 5.07 Filing Doc
8-K 5.02 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02,5.07,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
8-K 1.01,2.03,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.24B $1.33B $1.45B
Gross profit $453.42M $511.57M $525.75M
Gross margin * 36.5% 38.4% 36.2%
Net income $133.58M $139.31M $103.61M
Net margin * 10.7% 10.5% 7.1%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $371.65M $440.28M $453.68M
Total non-current assets * $1.73B $2B $1.94B
Total assets $2.1B $2.44B $2.4B
Total current liabilities $89.86M $108.62M $124.56M
Total non-current liabilities * $436.13M $600.04M $464.65M
Total equity $1.57B $1.73B $1.81B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $171.12M $215.7M $178.46M
Cash from investing -$12.19M -$286.88M -$20.93M
Cash from financing -$138.53M $115.9M -$191.2M
Net change in cash * $20.4M $44.72M -$33.68M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.