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 Q2 2026, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $463.25 M.
Top institutional holders include Cliff Asness and HOTCHKIS & WILEY.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $238.84 M net inflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 516.0%. Conversely, Lee Ainslie reduced exposure by 37.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Conagra Brands, Inc. (CAG)
Major holders include Cliff Asness ($275.88 M), HOTCHKIS & WILEY ($75.59 M), Joel Greenblatt ($34.44 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 31.73 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $238.84 M, with 10 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited CAG. The total reported sell value was $3.95 M.
Yes, 3 managers opened new positions in CAG, and 7 increased their existing holdings. The total reported buy value was $242.79 M.
