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 Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $66.41 M.
Top institutional holders include Cliff Asness and Mario Gabelli.
Institutional sentiment is currently Bullish. This is evidenced by a $12.2 M net inflow during the quarter.
Recent activity highlights John Hussman who increased their stake by 100.0%. Conversely, Ray Dalio reduced exposure by 80.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for The Campbell's Company (CPB)
Major holders include Cliff Asness ($28.05 M), Mario Gabelli ($15.85 M), Joel Greenblatt ($10.16 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 2.91 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $12.2 M, with 6 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 1 managers trimmed their positions, while 3 fully exited CPB. The total reported sell value was $5.98 M.
Yes, 0 managers opened new positions in CPB, and 6 increased their existing holdings. The total reported buy value was $18.19 M.
