Guru Ownership Trend
Guru Analysis for Conagra Brands, Inc. (CAG)
Conagra Brands, Inc. (CAG), a key player in the Consumer Staples sector, continues to attract institutional attention.
As of Q4 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $254.28 M.
Top institutional holders include HOTCHKIS & WILEY and Cliff Asness.
Institutional sentiment is currently Bearish. This is evidenced by a $82.41 M net outflow during the quarter.
Recent activity highlights Lee Ainslie who opened a new position. Conversely, Paul Tudor Jones reduced exposure by 91.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Conagra Brands, Inc. (CAG)
Major holders include HOTCHKIS & WILEY ($120.75 M), Cliff Asness ($107.78 M), Joel Greenblatt ($31.73 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 16.18 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $82.41 M, with 3 managers increasing positions and 10 managers reducing holdings.
During the most recent reporting period, 9 managers trimmed their positions, while 1 fully exited CAG. The total reported sell value was $100.21 M.
Yes, 2 managers opened new positions in CAG, and 1 increased their existing holdings. The total reported buy value was $17.81 M.
