SCHEDULE 13G/A: Wellington Management Discloses 1.94% Stake in Simply Good Foods

Wellington Management Group LLP and its affiliates reported a 1.94% beneficial ownership stake in The Simply Good Foods Company as of September 30, 2025.

Summary

• Wellington Management Group LLP, Wellington Group Holdings LLP, and Wellington Investment Advisors Holdings LLP collectively reported beneficial ownership of 1,945,930 shares of Common Stock in The Simply Good Foods Company.
• This ownership represents 1.94% of the class of securities.
• The reporting persons hold 0 sole voting power and 0 sole dispositive power over these shares.
• They possess shared voting power over 1,852,689 shares and shared dispositive power over 1,945,930 shares.
• The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing the control of the issuer.

Sentiment

Score: 5

Explanation: The filing is a standard beneficial ownership disclosure (Schedule 13G Amendment) indicating an institutional investor's stake, which is inherently neutral in sentiment. It does not contain performance data, forward-looking statements, or strategic updates that would typically influence sentiment.

Future Outlook

NA

Management Comments

• The securities were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities.

Industry Context

NA

Stakeholder Impact

• Shareholders: Provides transparency on institutional holdings, indicating Wellington Management's continued investment in the company.
• Investment Professionals: Offers insight into institutional investor activity and portfolio composition.

Key Dates

Keywords

The Simply Good Foods Company, Wellington Management, beneficial ownership, Schedule 13G, common stock, institutional ownership, SEC filing, investment holdings