Cal-Maine Foods, Inc.
US ˙ NasdaqGS ˙ US1280302027

SecurityCALM / Cal-Maine Foods, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership2,519,483 shares
Ownership 5.20%
Dimensional Fund Advisors Lp ownership in CALM / Cal-Maine Foods, Inc.

2026-04-09 - Dimensional Fund Advisors Lp has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 2,519,483 shares of Cal-Maine Foods, Inc. (US:CALM). This represents 5.2 percent ownership of the company. In their previous filing dated 2025-04-15 , Dimensional Fund Advisors Lp had reported owning 2,105,579 shares, indicating an increase of 19.66 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2026-04-09 2026-04-09 13G 2,105,579 2,519,483 19.66 5.20 8.33
2025-04-15 2025-04-15 13G/A 2,438,372 2,105,579 -13.65 4.80 -12.73
2024-02-09 2024-02-09 13G 2,438,372 5.50

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F CAL MAINE FOODS COM NEW 128030202 2,519,483 300,910 13.56 199,416 12.96 0.0089
2026-02-12 2025-12-31 13F CAL MAINE FOODS COM NEW 128030202 2,218,573 166,402 8.11 176,536 -8.59 0.0370
2025-11-12 2025-09-30 13F CAL MAINE FOODS COM NEW 128030202 2,052,171 39,669 1.97 193,118 -3.68 0.0414
2025-08-12 2025-06-30 13F CAL MAINE FOODS COM NEW 128030202 2,012,502 -93,077 -4.42 200,505 4.76 0.0464
2025-05-13 2025-03-31 13F CAL MAINE FOODS COM NEW 128030202 2,105,579 -207,899 -8.99 191,396 -19.62 0.0476
2025-02-13 2024-12-31 13F CAL MAINE FOODS COM NEW 128030202 2,313,478 -325,526 -12.34 238,101 20.56 0.0572
2024-11-07 2024-09-30 13F CAL MAINE FOODS COM NEW 128030202 2,639,004 22,993 0.88 197,502 23.54 0.0479
2024-08-09 2024-06-30 13F CAL MAINE FOODS COM NEW 128030202 2,616,011 114,995 4.60 159,863 8.61 0.0418
2024-05-10 2024-03-31 13F CAL MAINE FOODS COM NEW 128030202 2,501,016 62,768 2.57 147,185 5.18 0.0398
2024-02-07 2023-12-31 13F CAL MAINE FOODS COM NEW 128030202 2,438,248 92,588 3.95 139,932 23.20 0.0409
2023-11-09 2023-09-30 13F CAL MAINE FOODS COM NEW 128030202 2,345,660 249,104 11.88 113,580 20.39 0.0373
2023-08-09 2023-06-30 13F CAL MAINE FOODS COM NEW 128030202 2,096,556 182,549 9.54 94,345 -19.05 0.0301
2023-05-12 2023-03-31 13F CAL MAINE FOODS COM NEW 128030202 1,914,007 111,339 6.18 116,542 118,819.39 0.0393
2023-02-09 2022-12-31 13F CAL MAINE FOODS COM NEW 128030202 1,802,668 85,878 5.00 98 -99.90 0.0290
2022-11-10 2022-09-30 13F CAL MAINE FOODS COM NEW 128030202 1,716,790 95,383 5.88 95,444 19.13 0.0366
2022-08-12 2022-06-30 13F CAL MAINE FOODS COM NEW 128030202 1,621,407 67,836 4.37 80,115 -6.61 0.0287
2022-05-13 2022-03-31 13F CAL MAINE FOODS COM 128030202 1,553,571 58,004 3.88 85,783 55.07 0.0264
2022-02-09 2021-12-31 13F CAL MAINE FOODS COM 128030202 1,495,567 30,753 2.10 55,320 4.44 0.0167
2021-11-12 2021-09-30 13F CAL MAINE FOODS COM 128030202 1,464,814 3,472 0.24 52,968 0.10 0.0171
2021-08-12 2021-06-30 13F CAL MAINE FOODS COM 128030202 1,461,342 177,146 13.79 52,916 7.25 0.0168
2021-05-14 2021-03-31 13F CAL MAINE FOODS COM 128030202 1,284,196 -25,412 -1.94 49,340 0.36 0.0163
2021-03-08 2020-12-31 13F/A-2 CAL MAINE FOODS COM 128030202 1,309,608 -26,573 -1.99 49,163 -4.11 0.0178
2021-02-11 2020-12-31 13F CAL MAINE FOODS COM 128030202 1,309,608 -26,573 49,163 17,755.0624
2020-11-12 2020-09-30 13F CAL MAINE FOODS COM 128030202 1,336,181 -57,146 -4.10 51,270 -17.27 0.0217
2020-08-13 2020-06-30 13F CAL MAINE FOODS COM 128030202 1,393,327 -9,809 -0.70 61,974 0.44 0.0272
2020-05-14 2020-03-31 13F CAL MAINE FOODS COM 128030202 1,403,136 -85,511 -5.74 61,704 -3.04 0.0321
2020-02-14 2019-12-31 13F CAL MAINE FOODS COM 128030202 1,488,647 -51,597 -3.35 63,639 3.39 0.0232
2019-11-12 2019-09-30 13F CAL MAINE FOODS COM 128030202 1,540,244 143,851 10.30 61,553 5.66 0.0239
2019-08-13 2019-06-30 13F CAL MAINE FOODS COM 128030202 1,396,393 206,485 17.35 58,258 9.70 0.0226
2019-08-12 2019-03-31 13F/A-2 CAL MAINE FOODS COM 128030202 1,189,908 35,913 3.11 53,107 8.80 0.0212
2019-05-10 2019-03-31 13F CAL MAINE FOODS COM 128030202 1,189,908 35,913 53,107
2019-02-26 2018-12-31 13F/A-1 CAL MAINE FOODS COM 128030202 1,153,995 136,674 13.43 48,813 -0.66 0.0221
2019-02-13 2018-12-31 13F CAL MAINE FOODS COM 128030202 1,153,995 136,674 48,813
2018-11-13 2018-09-30 13F CAL MAINE FOODS COM 128030202 1,017,321 17,249 1.72 49,136 7.16 0.0187
2018-08-10 2018-06-30 13F CAL MAINE FOODS COM 128030202 1,000,072 5,546 0.56 45,854 5.51 0.0183
2018-05-11 2018-03-31 13F CAL MAINE FOODS COM 128030202 994,526 -11,820 -1.17 43,461 -2.84 0.0181
2018-02-12 2017-12-31 13F CAL MAINE FOODS COM 128030202 1,006,346 -28,885 -2.79 44,732 5.14 0.0185
2017-11-13 2017-09-30 13F CAL MAINE FOODS COM 128030202 1,035,231 -1,921 -0.19 42,547 3.59 0.0186
2017-08-11 2017-06-30 13F CAL MAINE FOODS COM 128030202 1,037,152 -31,137 -2.91 41,071 4.47 0.0190
2017-05-12 2017-03-31 13F CAL MAINE FOODS COM 128030202 1,068,289 -58,384 -5.18 39,313 -21.01 0.0188
2017-02-09 2016-12-31 13F CAL MAINE FOODS COM 128030202 1,126,673 -9,875 -0.87 49,770 13.61 0.0249
2016-11-10 2016-09-30 13F CAL MAINE FOODS COM 128030202 1,136,548 26,969 2.43 43,807 -10.91 0.0237
2016-08-09 2016-06-30 13F CAL MAINE FOODS COM 128030202 1,109,579 68,602 6.59 49,174 -9.00 0.0283
2016-05-13 2016-03-31 13F CAL MAINE FOODS COM 128030202 1,040,977 -148,715 -12.50 54,036 -1.99 0.0323
2016-02-10 2015-12-31 13F CAL MAINE FOODS COM 128030202 1,189,692 4,636 0.39 55,132 -14.81 0.0344
2015-11-13 2015-09-30 13F CAL MAINE FOODS COM 128030202 1,185,056 69,772 6.26 64,713 11.16 0.0425
2015-08-14 2015-06-30 13F CAL MAINE FOODS COM 128030202 1,115,284 -223,466 -16.69 58,217 11.33 0.0356
2015-05-14 2015-03-31 13F CAL MAINE FOODS COM 128030202 1,338,750 -7,144 -0.53 52,290 -0.46 0.0330
2015-02-06 2014-12-31 13F CAL MAINE FOODS COM 128030202 1,345,894 663,402 97.20 52,532 -13.83 0.0345
2014-11-13 2014-09-30 13F CAL MAINE FOODS COM 128030202 682,492 27,779 4.24 60,965 25.29 0.0432
2014-08-08 2014-06-30 13F CAL MAINE FOODS COM 128030202 654,713 29,666 4.75 48,658 24.01 0.0338
2014-05-14 2014-03-31 13F CAL MAINE FOODS COM 128030202 625,047 19,356 3.20 39,237 7.55 0.0293
2014-02-12 2013-12-31 13F CAL MAINE FOODS COM 128030202 605,691 6,677 1.11 36,481 26.61 0.0284
2013-11-13 2013-09-30 13F CAL MAINE FOODS COM 128030202 599,014 12,445 2.12 28,813 5.61 0.0249
2013-08-15 2013-06-30 13F CAL MAINE FOODS COM 128030202 586,569 586,569 27,282 0.0257
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.