Renaissance Technologies (RenTech)'s CAG Position Overview
Renaissance Technologies (RenTech) (via Renaissance Technologies LLC (Rentech)) currently holds 704,881 shares of Conagra Brands, Inc. (CAG) worth $12.2 M, representing 0.02% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Renaissance Technologies (RenTech) has maintained a long-term strategic position in CAG, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 3.55 M shares. Largest reduction occurred in Q4 2025, reducing 3.92 M shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies (RenTech)'s Conagra Brands (CAG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Conagra Brands (CAG) Trades by Renaissance Technologies (RenTech)
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -3.92 M | Reduce 84.75% | 704,881 | $17.31 |
| Q3 2025 | +3.55 M | Add 330.40% | 4.62 M | $18.31 |
| Q2 2025 | +1.07 M | New Buy | 1.07 M | $20.47 |
| Q4 2024 | -721,881 | Sold Out | 0 | $0.00 |
| Q3 2024 | +481,511 | Add 200.32% | 721,881 | $32.52 |
| Q2 2024 | +240,370 | New Buy | 240,370 | $28.42 |
| Q1 2024 | -132,790 | Sold Out | 0 | $0.00 |
| Q4 2023 | -1.06 M | Reduce 88.85% | 132,790 | $28.66 |
| Q3 2023 | -1.3 M | Reduce 52.13% | 1.19 M | $27.42 |
| Q2 2023 | -321,919 | Reduce 11.46% | 2.49 M | $0.03 |
| Q1 2023 | -1.02 M | Reduce 26.64% | 2.81 M | $0.04 |
| Q4 2022 | +1.05 M | Add 37.56% | 3.83 M | $0.04 |
| Q3 2022 | -215,419 | Reduce 7.18% | 2.78 M | $32.63 |
| Q2 2022 | +791,600 | Add 35.84% | 3 M | $34.24 |
| Q1 2022 | +139,908 | Add 6.76% | 2.21 M | $33.57 |
| Q4 2021 | +720,291 | Add 53.42% | 2.07 M | $34.15 |
| Q3 2021 | +629,200 | Add 87.50% | 1.35 M | $33.87 |
| Q2 2021 | +446,800 | Add 164.08% | 719,100 | $36.38 |
| Q1 2021 | -161,066 | Reduce 37.17% | 272,300 | $37.60 |
| Q4 2020 | -901,115 | Reduce 67.53% | 433,366 | $36.26 |
| Q3 2020 | +1.22 M | Add 1021.59% | 1.33 M | $35.71 |
| Q2 2020 | +63,181 | Add 113.23% | 118,981 | $35.17 |
| Q1 2020 | +55,800 | New Buy | 55,800 | $29.34 |
| Q4 2019 | -368,800 | Sold Out | 0 | $0.00 |
| Q3 2019 | +368,800 | New Buy | 368,800 | $30.68 |
| Q4 2018 | -1.75 M | Sold Out | 0 | $0.00 |
| Q3 2018 | +1.75 M | New Buy | 1.75 M | $33.97 |
| Q1 2018 | -15,100 | Sold Out | 0 | $0.00 |
| Q4 2017 | -1.26 M | Reduce 98.81% | 15,100 | $37.68 |
| Q3 2017 | +291,400 | Add 29.75% | 1.27 M | $33.74 |
| Q2 2017 | +859,600 | Add 717.53% | 979,400 | $35.76 |
| Q1 2017 | -129,100 | Reduce 51.87% | 119,800 | $40.34 |
| Q4 2016 | -1.44 M | Reduce 85.29% | 248,900 | $39.55 |
| Q3 2016 | +271,400 | Add 19.10% | 1.69 M | $47.11 |
| Q2 2016 | +11,900 | Add 0.84% | 1.42 M | $47.81 |
| Q1 2016 | -418,100 | Reduce 22.88% | 1.41 M | $44.62 |
| Q4 2015 | +1.09 M | Add 148.55% | 1.83 M | $42.16 |
| Q3 2015 | +735,100 | New Buy | 735,100 | $40.51 |
| Q4 2013 | -3.03 M | Sold Out | 0 | $0.00 |
| Q3 2013 | +133,300 | Add 4.61% | 3.03 M | $30.34 |
| Q2 2013 | +2.89 M | Add 0.00% | 2.89 M | $34.93 |
Renaissance Technologies (RenTech)'s Conagra Brands Investment FAQs
Renaissance Technologies (RenTech) first purchased Conagra Brands, Inc. (CAG) in Q2 2013, acquiring 2,893,100 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies (RenTech) has held Conagra Brands, Inc. (CAG) for 41 quarters since Q2 2013.
Renaissance Technologies (RenTech)'s largest addition to Conagra Brands, Inc. (CAG) was in Q3 2025, adding 4,623,681 shares worth $84.66 M.
According to the latest 13F filing for Q4 2025, Renaissance Technologies (RenTech)'s firm, Renaissance Technologies LLC (Rentech), owns 704,881 shares of Conagra Brands, Inc. (CAG), valued at approximately $12.2 M.
As of the Q4 2025 filing, Conagra Brands, Inc. (CAG) represents approximately 0.02% of Renaissance Technologies (RenTech)'s publicly disclosed stock portfolio, making it one of their key holdings.
Renaissance Technologies (RenTech)'s peak holding in Conagra Brands, Inc. (CAG) was 4,623,681 shares, as reported at the end of Q3 2025.