Mark Hillman's CAG Position Overview
Mark Hillman (via Hillman Capital Management, Inc.) currently holds 138,945 shares of Conagra Brands, Inc. (CAG) worth $2.41 M, representing 1.51% of the portfolio. First purchased in 2021-Q3, this medium-term investment has been held for 18 quarters.
Based on 13F filings, Mark Hillman has maintained a strategic position in CAG, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2021, adding 107,148 shares. Largest reduction occurred in Q4 2022, reducing 42,441 shares.
Analysis based on 13F filings available since 2013 Q2
Mark Hillman's Conagra Brands (CAG) Holding Value Over Time
Track share changes against reported price movement
Quarterly Conagra Brands (CAG) Trades by Mark Hillman
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -5,751 | Reduce 3.97% | 138,945 | $17.31 |
| Q3 2025 | +3,952 | Add 2.81% | 144,696 | $18.31 |
| Q2 2025 | -10,405 | Reduce 6.88% | 140,744 | $20.47 |
| Q1 2025 | -40,266 | Reduce 21.04% | 151,149 | $26.67 |
| Q4 2024 | -3,919 | Reduce 2.01% | 191,415 | $27.75 |
| Q3 2024 | -60 | Reduce 0.03% | 195,334 | $32.52 |
| Q2 2024 | -1,188 | Reduce 0.60% | 195,394 | $28.42 |
| Q1 2024 | +4,558 | Add 2.37% | 196,582 | $29.64 |
| Q4 2023 | -2,269 | Reduce 1.17% | 192,024 | $28.66 |
| Q3 2023 | +38,443 | Add 24.67% | 194,293 | $27.42 |
| Q2 2023 | +11 | Add 0.01% | 155,850 | $33.72 |
| Q1 2023 | -309 | Reduce 0.20% | 155,839 | $37.56 |
| Q4 2022 | -42,441 | Reduce 21.37% | 156,148 | $38.70 |
| Q3 2022 | -24,427 | Reduce 10.95% | 198,589 | $32.63 |
| Q2 2022 | +1,299 | Add 0.59% | 223,016 | $34.24 |
| Q1 2022 | +98,034 | Add 79.26% | 221,717 | $33.57 |
| Q4 2021 | +107,148 | Add 648.01% | 123,683 | $34.15 |
| Q3 2021 | +16,535 | New Buy | 16,535 | $33.93 |
Mark Hillman's Conagra Brands Investment FAQs
Mark Hillman first purchased Conagra Brands, Inc. (CAG) in Q3 2021, acquiring 16,535 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mark Hillman has held Conagra Brands, Inc. (CAG) for 18 quarters since Q3 2021.
Mark Hillman's largest addition to Conagra Brands, Inc. (CAG) was in Q4 2021, adding 123,683 shares worth $4.22 M.
According to the latest 13F filing for Q4 2025, Mark Hillman's firm, Hillman Capital Management, Inc., owns 138,945 shares of Conagra Brands, Inc. (CAG), valued at approximately $2.41 M.
As of the Q4 2025 filing, Conagra Brands, Inc. (CAG) represents approximately 1.51% of Mark Hillman's publicly disclosed stock portfolio, making it one of their key holdings.
Mark Hillman's peak holding in Conagra Brands, Inc. (CAG) was 223,016 shares, as reported at the end of Q2 2022.