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 Q4 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $50.26 M.
Top institutional holders include Cliff Asness and Mario Gabelli.
Institutional sentiment is currently Bearish. This is evidenced by a $59.05 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, John Hussman reduced exposure by 37.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for The Campbell's Company (CPB)
Major holders include Cliff Asness ($20.18 M), Mario Gabelli ($17.93 M), Joel Greenblatt ($11.13 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 2.32 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $59.05 M, with 4 managers increasing positions and 8 managers reducing holdings.
During the most recent reporting period, 6 managers trimmed their positions, while 2 fully exited CPB. The total reported sell value was $67.56 M.
Yes, 3 managers opened new positions in CPB, and 1 increased their existing holdings. The total reported buy value was $8.51 M.