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 Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $113.12 M.
Top institutional holders include Renaissance Technologies and Mario Gabelli.
Institutional sentiment is currently Bearish. This is evidenced by a $55.74 M net outflow during the quarter.
Recent activity highlights Ray Dalio who increased their stake by 633.7%. Conversely, Ken Fisher reduced exposure by 38.9%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.08% | Reduce -36.5% | 1,833,074 | $57.89 M | Q3 2025 | |
| 0.22% | Reduce -31.3% | 729,231 | $23.03 M | Q3 2025 | |
| 0.01% | Add 145.5% | 595,009 | $18.68 M | Q3 2025 | |
| 0.07% | Add 37.0% | 525,984 | $16.61 M | Q3 2025 | |
| 3.18% | Add 83.7% | 173,034 | $5.46 M | Q3 2025 | |
| 1.15% | Reduce -11.1% | 168,000 | $5.31 M | Q3 2025 | |
| 0.01% | Add 633.7% | 80,443 | $2.54 M | Q3 2025 | |
| 0.19% | Add 11.7% | 69,000 | $2.18 M | Q3 2025 | |
| 0.00% | Reduce -38.9% | 14,314 | $452,062 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for The Campbell's Company (CPB)
Major holders include Renaissance Technologies ($57.89 M), Mario Gabelli ($23.03 M), Cliff Asness ($18.68 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 4.19 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $55.74 M, with 5 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited CPB. The total reported sell value was $76.2 M.
Yes, 0 managers opened new positions in CPB, and 5 increased their existing holdings. The total reported buy value was $20.47 M.