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The Campbell's Company

CPB Consumer Staples
$21 +$0.06 (0.29%)
Market Cap: $6.26 B
Gurus Holding
9
Popularity Rank
#579
% of Shares Held
2.42%
Net Activity (Q2 2026)
+$95.77 M

Guru Ownership Trend

Guru Analysis for The Campbell's Company (CPB)

The Campbell's Company (CPB), a key player in the Consumer Staples sector, continues to attract institutional attention.

As of Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $151.45 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $95.77 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 300.7%. Conversely, John Hussman reduced exposure by 20.0%.

Key Holders

Top 5 by Value

$90.65 M
$40.73 M
$15.32 M
$3.74 M
$3.59 M

Recent Activity Breakdown (Q2 2026)

+$97.35 M
Total Buy Value
New Buys 2
Additions 4
-$1.58 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
6

FAQs for The Campbell's Company (CPB)

Major holders include Cliff Asness ($90.65 M), Joel Greenblatt ($40.73 M), Mario Gabelli ($15.32 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 7.21 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $95.77 M, with 6 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited CPB. The total reported sell value was $1.58 M.

Yes, 2 managers opened new positions in CPB, and 4 increased their existing holdings. The total reported buy value was $97.35 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.03% Add 220.8% 4,070,543 $90.65 M Q2 2026
0.09% Add 300.7% 1,829,112 $40.73 M Q2 2026
0.14% Reduce -3.3% 688,084 $15.32 M Q2 2026
0.86% Reduce -20.0% 168,000 $3.74 M Q2 2026
2.60% Reduce -3.1% 161,043 $3.59 M Q2 2026
0.17% New Buy 116,500 $2.59 M Q2 2026
0.17% New Buy 116,500 $2.59 M Q2 2026
0.19% Add 12.5% 97,500 $2.17 M Q2 2026
0.00% Add 268.5% 42,400 $944,248 Q2 2026
0.01% New Buy 38,612 $859,889 Q2 2026
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SEC Form