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Sovos Brands, Inc.

SOVODelisted Mar 12, 2024
Industry
Food and Kindred Products
SEC CIK
0001856608

Sovos Brands, Inc. was delisted on Mar 12, 2024; its insiders filed their last Form 4 on Mar 15, 2024; 157 institutions reported holding it in 13F filings for Q4 2023, worth $2.45B in total; no superinvestor held it.

13F holders, Q2 2023

Institutional positions in Sovos Brands, Inc. as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
134
+23 vs. Q1 2023
Shares held
93.5M
−937.4K (−1.0%) vs. Q1 2023
Total value
$1.83B
+$253.4M (+16.1%) vs. Q1 2023
New holders
37
62 more added
Sold out
14
23 more reduced

Compare with Q1 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SOVO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2023: 134 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 59 institutionsQ4 2021: 84 institutionsQ1 2022: 70 institutionsQ2 2022: 81 institutionsQ3 2022: 96 institutionsQ4 2022: 93 institutionsQ1 2023: 111 institutionsQ2 2023: 134 institutionsQ3 2023: 156 institutionsQ4 2023: 157 institutionsQ1 2024: 0 institutionsQ2 2024: 0 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2023: $1.83B
Q1 2021: $0Q2 2021: $0Q3 2021: $1.27BQ4 2021: $1.40BQ1 2022: $1.31BQ2 2022: $1.47BQ3 2022: $1.32BQ4 2022: $1.34BQ1 2023: $1.57BQ2 2023: $1.83BQ3 2023: $2.33BQ4 2023: $2.45BQ1 2024: $0Q2 2024: $0Q3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding SOVO and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 20240$0
Q1 20240$0
Q4 2023157$2.45B
Q3 2023156$2.33B
Q2 2023134$1.83B
Q1 2023111$1.57B
Q4 202293$1.34B
Q3 202296$1.32B
Q2 202281$1.47B
Q1 202270$1.31B
Q4 202184$1.40B
Q3 202159$1.27B
Q2 20210$0
Q1 20210$0

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Sovos Brands, Inc.; share changes are against Q1 2023.

Institutions holding SOVO in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Bank of America Corp303,080$5.93M0.00%+228,260+305.1%Added
Prudential Financial Inc326,405$6.38M0.01%+314,961+2,752.2%Added
Lisanti Capital Growth, LLC334,430$6.54M0.91%+334,430New
Charles Schwab Investment Management Inc342,784$6.70M0.00%+59,855+21.2%Added
Nuveen Asset Management, LLC372,962$7.30M0.00%+286,537+331.5%Added
Northern Trust Corp377,960$7.39M0.00%+38,626+11.4%Added
Citadel Advisors LLC404,954$7.92M0.01%+372,927+1,164.4%Added
Thornburg Investment Management Inc405,401$7.93M0.13%+6,483+1.6%Added
Renaissance Technologies LLC427,600$8.36M0.01%+259,700+154.7%Added
Goldman Sachs Group Inc429,668$8.40M0.00%+335,427+355.9%Added
Two Sigma Advisers, LP451,300$8.83M0.02%+451,300New
Two Sigma Investments, LP549,390$10.7M0.03%+514,190+1,460.8%Added
Marshall Wace, LLP560,731$11.0M0.02%+397,321+243.1%Added
Clearbridge Investments, LLC573,107$11.2M0.01%−142,653−19.9%Reduced
Cercano Management LLC579,957$11.3M0.39%+390,157+205.6%Added
Russell Investments Group, Ltd.656,961$12.9M0.02%+32,244+5.2%Added
American Century Companies Inc740,015$14.5M0.01%−95,763−11.5%Reduced
Morgan Stanley747,441$14.6M0.00%+665,665+814.0%Added
State Street Corp818,389$16.0M0.00%+76,017+10.2%Added
D. E. Shaw & Co., Inc.826,869$16.2M0.03%+749,467+968.3%Added
Dimensional Fund Advisors LP907,419$17.8M0.01%+318,461+54.1%Added
Millennium Management LLC914,219$17.9M0.02%−37,402−3.9%Reduced
Geode Capital Management, LLC950,475$18.6M0.00%+135,660+16.6%Added
Schroder Investment Management Group1,023,025$20.0M0.03%−250,768−19.7%Reduced
Ranger Investment Management, L.P.1,400,379$27.4M1.65%+54,194+4.0%Added
Driehaus Capital Management LLC1,855,227$36.3M0.46%+1,190,923+179.3%Added
Loomis Sayles & Co L P2,229,236$43.6M0.07%+354,891+18.9%Added
Champlain Investment Partners, LLC3,173,420$62.1M0.38%+161,845+5.4%Added
FMR LLC3,380,783$66.1M0.01%+254,976+8.2%Added
BlackRock Inc.4,237,378$82.9M0.00%+698,905+19.8%Added
Vanguard Group Inc4,652,064$91.0M0.00%+921,202+24.7%Added
Capital World Investors5,357,932$104.8M0.02%00.0%Unchanged
Wellington Management Group LLP5,638,956$110.3M0.02%−570,586−9.2%Reduced
Advent International Corp42,612,154$833.5M9.65%−11,150,000−20.7%Reduced
Moody Aldrich Partners LLC0$00.00%−300,018−100.0%Sold out
PEAK6 Investments LLC0$00.00%−133,360−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−72,465−100.0%Sold out
Simplex Trading, LLC0$00.00%−71,419−100.0%Sold out
Penserra Capital Management LLC0$00.00%−48,330−100.0%Sold out
Ergoteles LLC0$00.00%−25,097−100.0%Sold out
Envestnet Asset Management Inc0$00.00%−22,352−100.0%Sold out
Brinker Capital Investments, LLC0$00.00%−17,782−100.0%Sold out
Orion Portfolio Solutions, LLC0$00.00%−17,782−100.0%Sold out
SG Americas Securities, LLC0$00.00%−15,593−100.0%Sold out
Keebeck Alpha, LP0$00.00%−11,819−100.0%Sold out
M&T Bank Corp0$00.00%−10,234−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−5,900−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−1,100−100.0%Sold out