Follow-The-Filings

Security · featured owners

CAG Conagra Brands Inc.

Consumer Staples COM Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 1.8%
  • $6M
  • 1 new 1 add 1 reduce

CAG (Conagra Brands Inc.) is held in 3 featured 13F books as of 2026 Q2. Hillman Capital Management is the largest tracked holder by portfolio weight (1.8%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 1.8% (Hillman Capital Management) · not free-float ownership

  1. Hillman Capital Management add 1.8%
  2. Tweedy, Browne Co. new 0.15%
  3. Lee Ainslie reduce 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Hillman Capital Management 2026 Q2 1.8% Add +22.4% 180,728 $2M history
Tweedy, Browne Co. 2026 Q2 0.15% New 0.15% 146,196 $2M history
Lee Ainslie - Maverick Capital 2026 Q2 0.01% Reduce −37.2% 89,682 $1M history

SEC filings

Recent issuer filings from EDGAR · 9 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
DEFA14A
DEFA14A
8-K 5.02
8-K 1.01,2.03,8.01,9.01
424B5
424B5
8-K 2.02,9.01
10-K
8-K 5.02

Insider forms

Form 3 / 4 / 5 from EDGAR · 5 rows shown

Filed Form Detail Links
4 Period Sep 1, 2026
4 Period Jul 24, 2026 · 7 forms
4 Period Jul 22, 2026 · 8 forms
4 Period Jul 17, 2026 · 8 forms
4 Period Jun 1, 2026

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 $0.684B $0.347B $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 $0.995B $2.02B $1.69B $1.4B
Cash from investing -$354.9M -$375M -$542.2M $262.6M
Cash from financing -$0.632B -$1.66B -$1.16B -$1.52B
Net change in cash $10.6M -$14.9M -$11M $150M

ownership over time

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