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Disclosery

Rule One Partners, LLC: SFM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rule One Partners, LLC on SFM, newest first. How the timeline and the estimate are built.

Rule One Partners, LLC held 210,800 SFM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 210,800 shares
    Change vs previous 13F +1,800 shares

    18.57% of the 13F portfolio, value $17,253,980.

    13F-HR 0002040263-26-000004 filed by Rule One Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 209,000 shares
    Change vs previous 13F +80,000 shares

    16.04% of the 13F portfolio, value $16,120,170.

    13F-HR 0002040263-26-000003 filed by Rule One Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 129,000 shares
    Change vs previous 13F +2,000 shares

    12.39% of the 13F portfolio, value $10,277,430.

    13F-HR 0002040263-26-000001 filed by Rule One Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 127,000 shares
    Change vs previous 13F 0 shares

    12.37% of the 13F portfolio, value $13,900,150.

    13F-HR 0002040263-25-000006 filed by Rule One Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 127,000 shares
    Change vs previous 13F 0 shares

    18.89% of the 13F portfolio, value $20,909,280.

    13F-HR 0002040263-25-000003 filed by Rule One Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 127,000 shares
    Change vs previous 13F 0 shares

    16.04% of the 13F portfolio, value $19,385,280.

    13F-HR 0002040263-25-000002 filed by Rule One Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 127,000 shares
    Change vs previous 13F 0 shares

    13% of the 13F portfolio, value $16,137,890.

    13F-HR 0002040263-25-000001 filed by Rule One Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 127,000 shares
    Change vs previous 13F not available

    12.71% of the 13F portfolio, value $14,022,070.

    13F-HR 0002040263-24-000001 filed by Rule One Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).