Lee Ainslie's CPB Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 33,206 shares of The Campbell's Company (CPB) worth $925,451, representing 0.01% of the portfolio. First purchased in 2018-Q4, this medium-term investment has been held for 19 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in CPB, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2020, adding 137,351 shares. Largest reduction occurred in Q1 2020, reducing 162,777 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's The Campbell's Company (CPB) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Campbell's Company (CPB) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2018 | +230,530 | New Buy | 230,530 | $32.99 |
| Q1 2019 | -129,960 | Reduce 56.37% | 100,570 | $38.13 |
| Q2 2019 | -100,570 | Sold Out | 0 | $0.00 |
| Q3 2019 | +75,376 | New Buy | 75,376 | $46.92 |
| Q4 2019 | +87,401 | Add 115.95% | 162,777 | $49.42 |
| Q1 2020 | -162,777 | Sold Out | 0 | $0.00 |
| Q3 2020 | +137,351 | New Buy | 137,351 | $48.37 |
| Q4 2020 | -348 | Reduce 0.25% | 137,003 | $48.35 |
| Q1 2021 | -137,003 | Sold Out | 0 | $0.00 |
| Q1 2022 | +10,463 | New Buy | 10,463 | $44.54 |
| Q2 2022 | +4,183 | Add 39.98% | 14,646 | $48.07 |
| Q3 2022 | -7,063 | Reduce 48.22% | 7,583 | $47.08 |
| Q4 2022 | +32,059 | Add 422.77% | 39,642 | $56.75 |
| Q1 2023 | -19,540 | Reduce 49.29% | 20,102 | $54.98 |
| Q2 2023 | -20,102 | Sold Out | 0 | $0.00 |
| Q4 2023 | +47,545 | New Buy | 47,545 | $43.23 |
| Q1 2024 | -30,100 | Reduce 63.31% | 17,445 | $44.45 |
| Q2 2024 | -17,445 | Sold Out | 0 | $0.00 |
| Q4 2025 | +33,206 | New Buy | 33,206 | $27.87 |
Lee Ainslie's The Campbell's Company Investment FAQs
Lee Ainslie first purchased The Campbell's Company (CPB) in Q4 2018, acquiring 230,530 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held The Campbell's Company (CPB) for 19 quarters since Q4 2018.
Lee Ainslie's largest addition to The Campbell's Company (CPB) was in Q4 2018, adding 230,530 shares worth $7.6 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 33,206 shares of The Campbell's Company (CPB), valued at approximately $925,451.
As of the Q4 2025 filing, The Campbell's Company (CPB) represents approximately 0.01% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in The Campbell's Company (CPB) was 230,530 shares, as reported at the end of Q4 2018.