Guru Ownership Over Time
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 Q3 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $375.58 M.
Top institutional holders include Cliff Asness and HOTCHKIS & WILEY.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $172.53 M net inflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 356.5%. Conversely, Manning & Napier Group reduced exposure by 69.1%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 0.09% | Add 216.2% | 7,459,654 | $135.32 M | Q3 2025 | |
| 0.35% | Add 2.1% | 6,119,230 | $112.04 M | Q3 2025 | |
| 0.11% | Add 330.4% | 4,623,681 | $84.66 M | Q3 2025 | |
| 0.15% | Add 126.1% | 1,943,344 | $35.58 M | Q3 2025 | |
| 0.01% | Reduce -51.6% | 442,193 | $8.1 M | Q3 2025 | |
| 1.54% | Add 2.8% | 144,696 | $2.65 M | Q3 2025 | |
| 0.01% | Add 356.5% | 105,425 | $1.93 M | Q3 2025 | |
| 0.01% | Reduce -1.0% | 49,950 | $914,585 | Q3 2025 | |
| 0.06% | Reduce -2.8% | 21,676 | $396,888 | Q3 2025 | |
| 0.00% | New Buy | 16,324 | $298,893 | Q3 2025 | |
| 0.00% | Reduce -69.1% | 9,239 | $169,166 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Conagra Brands, Inc. (CAG)
Top Guru holders include Cliff Asness ($135.32 M), HOTCHKIS & WILEY ($112.04 M), Renaissance Technologies ($84.66 M). Collectively, tracked Gurus hold 20.94 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $172.53 M, with 7 Gurus buying and 4 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 0 Gurus sold out of CAG completely. Total sell value was $9.02 M.
Yes, 1 Gurus opened new positions in CAG, and 6 added to their existing holdings. Total buy value was $181.54 M.