Mark Hillman's CAG Position Overview
Mark Hillman (via Hillman Capital Management, Inc.) currently holds 144.7K shares of Conagra Brands, Inc. (CAG) worth $2.65 M, representing 1.54% of the portfolio. First purchased in 2021-Q3, this medium-term investment has been held for 17 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 107.1K shares. Largest reduction occurred in Q4 2022, reducing 42.4K 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2021 | +16,535 | New Buy | 16,535 | $33.93 |
| Q4 2021 | +107,148 | Add 648.01% | 123,683 | $34.15 |
| Q1 2022 | +98,034 | Add 79.26% | 221,717 | $33.57 |
| Q2 2022 | +1,299 | Add 0.59% | 223,016 | $34.24 |
| Q3 2022 | -24,427 | Reduce 10.95% | 198,589 | $32.63 |
| Q4 2022 | -42,441 | Reduce 21.37% | 156,148 | $38.70 |
| Q1 2023 | -309 | Reduce 0.20% | 155,839 | $37.56 |
| Q2 2023 | +11 | Add 0.01% | 155,850 | $33.72 |
| Q3 2023 | +38,443 | Add 24.67% | 194,293 | $27.42 |
| Q4 2023 | -2,269 | Reduce 1.17% | 192,024 | $28.66 |
| Q1 2024 | +4,558 | Add 2.37% | 196,582 | $29.64 |
| Q2 2024 | -1,188 | Reduce 0.60% | 195,394 | $28.42 |
| Q3 2024 | -60 | Reduce 0.03% | 195,334 | $32.52 |
| Q4 2024 | -3,919 | Reduce 2.01% | 191,415 | $27.75 |
| Q1 2025 | -40,266 | Reduce 21.04% | 151,149 | $26.67 |
| Q2 2025 | -10,405 | Reduce 6.88% | 140,744 | $20.47 |
| Q3 2025 | +3,952 | Add 2.81% | 144,696 | $18.31 |
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 17 quarters since Q3 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mark Hillman's largest addition to Conagra Brands, Inc. (CAG) was in Q4 2021, adding 123,683 shares worth $4.22 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Mark Hillman's firm, Hillman Capital Management, Inc., owns 144,696 shares of Conagra Brands, Inc. (CAG), valued at approximately $2.65 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 1.54% of Mark Hillman'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.
Mark Hillman's peak holding in Conagra Brands, Inc. (CAG) was 223,016 shares, as reported at the end of Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.