Renaissance Technologies's CAG Position Overview
Renaissance Technologies (via Renaissance Technologies LLC) currently holds 4.62 M shares of Conagra Brands, Inc. (CAG) worth $84.66 M, representing 0.11% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Renaissance Technologies 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 Q3 2015, reducing 2.29 M shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies's Conagra Brands (CAG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Conagra Brands (CAG) Trades by Renaissance Technologies
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +2.89 M | Add 0.00% | 2.89 M | $34.93 |
| Q3 2013 | +133,300 | Add 4.61% | 3.03 M | $30.34 |
| Q4 2013 | -3.03 M | Sold Out | 3.03 M | $0.00 |
| Q3 2015 | +735,100 | New Buy | 735,100 | $40.51 |
| Q4 2015 | +1.09 M | Add 148.55% | 1.83 M | $42.16 |
| Q1 2016 | -418,100 | Reduce 22.88% | 1.41 M | $44.62 |
| Q2 2016 | +11,900 | Add 0.84% | 1.42 M | $47.81 |
| Q3 2016 | +271,400 | Add 19.10% | 1.69 M | $47.11 |
| Q4 2016 | -1.44 M | Reduce 85.29% | 248,900 | $39.55 |
| Q1 2017 | -129,100 | Reduce 51.87% | 119,800 | $40.34 |
| Q2 2017 | +859,600 | Add 717.53% | 979,400 | $35.76 |
| Q3 2017 | +291,400 | Add 29.75% | 1.27 M | $33.74 |
| Q4 2017 | -1.26 M | Reduce 98.81% | 15,100 | $37.68 |
| Q1 2018 | -15,100 | Sold Out | 15,100 | $0.00 |
| Q3 2018 | +1.75 M | New Buy | 1.75 M | $33.97 |
| Q4 2018 | -1.75 M | Sold Out | 1.75 M | $0.00 |
| Q3 2019 | +368,800 | New Buy | 368,800 | $30.68 |
| Q4 2019 | -368,800 | Sold Out | 368,800 | $0.00 |
| Q1 2020 | +55,800 | New Buy | 55,800 | $29.34 |
| Q2 2020 | +63,181 | Add 113.23% | 118,981 | $35.17 |
| Q3 2020 | +1.22 M | Add 1021.59% | 1.33 M | $35.71 |
| Q4 2020 | -901,115 | Reduce 67.53% | 433,366 | $36.26 |
| Q1 2021 | -161,066 | Reduce 37.17% | 272,300 | $37.60 |
| Q2 2021 | +446,800 | Add 164.08% | 719,100 | $36.38 |
| Q3 2021 | +629,200 | Add 87.50% | 1.35 M | $33.87 |
| Q4 2021 | +720,291 | Add 53.42% | 2.07 M | $34.15 |
| Q1 2022 | +139,908 | Add 6.76% | 2.21 M | $33.57 |
| Q2 2022 | +791,600 | Add 35.84% | 3 M | $34.24 |
| Q3 2022 | -215,419 | Reduce 7.18% | 2.78 M | $32.63 |
| Q4 2022 | +1.05 M | Add 37.56% | 3.83 M | $0.04 |
| Q1 2023 | -1.02 M | Reduce 26.64% | 2.81 M | $0.04 |
| Q2 2023 | -321,919 | Reduce 11.46% | 2.49 M | $0.03 |
| Q3 2023 | -1.3 M | Reduce 52.13% | 1.19 M | $27.42 |
| Q4 2023 | -1.06 M | Reduce 88.85% | 132,790 | $28.66 |
| Q1 2024 | -132,790 | Sold Out | 132,790 | $0.00 |
| Q2 2024 | +240,370 | New Buy | 240,370 | $28.42 |
| Q3 2024 | +481,511 | Add 200.32% | 721,881 | $32.52 |
| Q4 2024 | -721,881 | Sold Out | 721,881 | $0.00 |
| Q2 2025 | +1.07 M | New Buy | 1.07 M | $20.47 |
| Q3 2025 | +3.55 M | Add 330.40% | 4.62 M | $18.31 |
Renaissance Technologies's Conagra Brands Investment FAQs
Renaissance Technologies 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 has held Conagra Brands, Inc. (CAG) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies's largest addition to Conagra Brands, Inc. (CAG) was in Q3 2025, adding 4,623,681 shares worth $84.66 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Renaissance Technologies's firm, Renaissance Technologies LLC, owns 4,623,681 shares of Conagra Brands, Inc. (CAG), valued at approximately $84.66 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Conagra Brands, Inc. (CAG) represents approximately 0.11% of Renaissance Technologies's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies's peak holding in Conagra Brands, Inc. (CAG) was 4,623,681 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.