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 Q1 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $189.2 M.
Top institutional holders include Cliff Asness and HOTCHKIS & WILEY.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $36.24 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 579.4%. Conversely, Joel Greenblatt reduced exposure by 45.9%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Conagra Brands, Inc. (CAG)
Major holders include Cliff Asness ($113.91 M), HOTCHKIS & WILEY ($75.52 M), Joel Greenblatt ($15.58 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 13.95 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $36.24 M, with 5 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 1 fully exited CAG. The total reported sell value was $59.74 M.
Yes, 1 managers opened new positions in CAG, and 4 increased their existing holdings. The total reported buy value was $23.49 M.
