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CAG Conagra Brands

Consumer Staples, filed as CONAGRA BRANDS INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 1

  • 3 Owners
  • Max 1.8%
  • $5.6M
  • 1 new 1 add 1 reduce

In 2026 Q2 Tweedy, Browne Co. opened a position in Conagra Brands, Hillman Capital Management added, and Lee Ainslie trimmed.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns CAG

Sorted by value, long equity only, as of 2026 Q2.

History
Hillman Capital Management 1.8%, was 1.6% Add +22.4% 180,728 $2.4M History
Tweedy, Browne Co. 0.15% New 0.15% 146,196 $2M History
Lee Ainslie, Maverick Capital 0.01%, was 0.03% Reduce −37.2% 89,682 $1.2M History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by CAG's executives, directors and 10% owners in the last 12 months, from their Form 4s

All CAG insider trades
  • $1.1M bought by 3 insiders
  • $224K sold by 1 insider outside a trading plan
  • None no planned (10b5-1) sales
  1. John P Brase CEO
    Buy
    $511K 35,000 shares at $14.59 New stake
    Traded Jul 17 Filed Jul 21
    ↗
  2. John J Mulligan Director
    Buy
    $250K 17,500 shares at $14.31 +542% to stake
    Traded Apr 14 Filed Apr 15
    ↗
  3. Richard H Lenny Director
    Buy
    $359K 25,000 shares at $14.34 +12% to stake
    Traded Apr 14 Filed Apr 15
    ↗
  4. Melissa C. Napier SVP, Corporate Controller
    Sale
    $224K 13,011 shares at $17.19 100% of stake
    Traded Nov 4, 2025 Filed Nov 5, 2025
    ↗
  5. Thomas K Brown Director
    Buy
    $187K 10,000 shares at $18.72 +20% to stake
    Traded Oct 7, 2025 Filed Oct 9, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 26 share withholdings for taxes, 25 stock grants, and 24 option exercises.

Congress

7 members of Congress traded CAG in the last three years: 8 buys and 14 sales. 3 members listed it in 2025 annual reports.

All Congress trades
  1. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  2. Gilbert Ray Cisneros, Jr. D-CA-31 Sell $15K–$50K Jun 16 filed Jul 2
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K May 15 filed Jun 8
  4. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Apr 14 filed May 8
  5. Gilbert Ray Cisneros, Jr. D-CA-31 Sell $1K–$15K Mar 13 filed Apr 7
  6. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Feb 10 filed Mar 9

SEC filings

Recent issuer filings from EDGAR, 15 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.07 Filing Doc
DEFA14A Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02 Filing Doc
8-K 1.01,2.03,8.01,9.01 Filing Doc
424B5 Filing Doc
424B5 Filing Doc
8-K 2.02,9.01 Filing Doc
10-K Filing Doc

Source: SEC EDGAR submissions, updated 13 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.