Follow-The-Filings

Security

CAG

Conagra Brands Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners 1 new 3 exits max 1.6% (Hillman Capital Managemen...)

grid → activity →
owners 14
max % 1.6%
tracked value $4B
qoq N 1 A 5 R 6 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Hillman Capital Management, Inc. 2026 Q1 1.6% Add +0.10 pp 147,639 $2.3B hist
Two Sigma Investments, LP 2025 Q4 stale 0.2% Exit -0.15 pp 6,203,800 $107M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add 0.00 pp 7,320,677 $114M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Reduce -0.07 pp 991,112 $16M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.03 pp 11,082,614 $174M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.03 pp 4,559,501 $72M hist
Lee Ainslie - Maverick Capital Ltd 2026 Q1 0.0% Reduce 0.00 pp 142,740 $2M hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.02 pp 8,414,552 $146M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 59,498,126 $1B hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 187,444 $3M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 136,096 $2M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce 0.00 pp 33,318 $524 hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce 0.00 pp 27,405 $431 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 3,932 $62 hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.1% Exit -0.06 pp 4,107,507 $71M hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.0% Exit -0.02 pp 704,881 $12M hist
Natixis Advisors, LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 57,881 $1M hist

14 current · 3 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $12.28B $12.05B $11.61B $11.28B
Gross profit * $3.26B $3.33B $3B $2.7B
Gross margin * 26.6% 27.7% 25.9% 23.9%
Net income $683.6M $347.2M $1.15B -$1.92B
Net margin * 5.6% 2.9% 9.9% -17.0%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $3.38B $3.15B $3.07B $2.88B
Total non-current assets * $18.67B $17.71B $17.86B $14.39B
Total assets $22.05B $20.86B $20.93B $17.27B
Total current liabilities $4.44B $3.24B $4.32B $3.19B
Total non-current liabilities * $8.8B $9.11B $7.68B $7.73B
Total equity $8.74B $8.44B $8.93B —

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $995.4M $2.02B $1.69B $1.4B
Cash from investing -$354.9M -$375M -$542.2M $262.6M
Cash from financing -$631.6M -$1.66B -$1.16B -$1.52B
Net change in cash $10.6M -$14.9M -$11M $150M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders