Guru Ownership Over Time
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 $118.4 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 | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 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 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
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)
Top Guru holders include Renaissance Technologies ($57.89 M), Mario Gabelli ($23.03 M), Cliff Asness ($18.68 M). Collectively, tracked Gurus hold 4.19 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $55.74 M, with 5 Gurus buying and 5 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 1 Gurus sold out of CPB completely. Total sell value was $76.2 M.
Yes, 0 Gurus opened new positions in CPB, and 5 added to their existing holdings. Total buy value was $20.47 M.