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The Campbell's Company

CPB Consumer Staples
$21.71 +$0.06 (0.28%)
Market Cap: $6.47 B
Gurus Holding
10
Popularity Rank
#523
% of Shares Held
0.78%
Net Activity (Q4 2025)
-$59.05 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 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

$20.18 M
$17.93 M
$11.13 M
$3.92 M
$2.93 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$8.51 M
Total Buy Value
New Buys 3
Additions 1
-$67.56 M
Total Sell Value
Reductions 6
Sold Out 2

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
8
Net Buyers
4

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.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.01% Add 21.7% 723,901 $20.18 M Q4 2025
0.17% Reduce -11.8% 643,370 $17.93 M Q4 2025
0.04% Reduce -24.1% 399,184 $11.13 M Q4 2025
2.47% Reduce -18.7% 140,684 $3.92 M Q4 2025
0.71% Reduce -37.5% 105,000 $2.93 M Q4 2025
0.01% New Buy 102,641 $2.86 M Q4 2025
0.17% Reduce -2.5% 67,300 $1.88 M Q4 2025
0.01% Reduce -26.2% 59,398 $1.66 M Q4 2025
0.01% New Buy 40,521 $1.13 M Q4 2025
0.01% New Buy 33,206 $925,451 Q4 2025
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