SCOTTS MIRACLE-GRO CO (SMG)

Super-investor holdings · 2026 Q2

Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.

Exited this quarter: First Pacific Advisors, Markel Group.

All institutions · Form 13F

Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).

Insider trading · Form 4

0 insiders bought on the open market in the last 90 days (0 purchases, $0), against 4 sales by 3 insiders ($2.2M).

Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.

Politician trading · U.S. House

Data unavailable — no House STOCK Act transactions for this ticker were parsed in the current window (as of Oct 3, 2026).

Screens & lenses

Financial Screens

· Buffett — Companies with high ROE sustained for more than a decade

· Piotroski — Financial health improved over the past year

· Greenblatt Magic Formula — High earnings yield and high return on capital together

· Dividend Growth — Dividends raised for more than 10 years

· Cash Flow (FCF) — Positive free cash flow in each of the last 3 years, with an FCF yield of at least 5%

· Shareholder Yield — Cash returned through dividends and buybacks

Key figures

· Buffett — Latest ROE: -296.2% · Years ROE ≥15% (of 10): 9 · 10-yr avg ROE: 4.4% · Latest net income: $-437.5M

· Piotroski — F-score: 7 · Return on assets: 5.3% · Operating cash flow: $371.3M

· Greenblatt Magic Formula — Earnings yield: 6.0% · Return on capital: 43.1% · Combined rank: 74

· Dividend Growth — Dividend per share: 2.64 · Dividend yield: 5.3% · Straight dividend years: 17 · 10-yr dividend growth: 38.2%

· Cash Flow (FCF) — Latest FCF: $273.9M · FCF yield: 9.4% · Positive FCF years: 3

· Shareholder Yield — Shareholder yield: 5.9% · of which dividends: 5.3% · of which buybacks: 0.6%

Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.

Signal record

Measured from SEC 13F filings: entry at the close on the first trading day after each quarter’s filing deadline, exit one quarter later on the same rule, dividend-adjusted closes. Past records do not guarantee future results — see Track Record and Methodology.