TWO SIGMA INVESTMENTS, LP

Position in CAG — Conagra Brands Inc.

CIK 1179392 NEW YORK, NY

Back to CAG Full portfolio

Position in CAG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$293,935,672

+$186,547,894 QoQ

Shares Held

18,698,198

+201.4% QoQ

Ownership

3.91%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 98.26079497072392.ToString("F0")% Shared 0.ToString("F0")% None 1.7392050292760832.ToString("F0")%

Common Shares in CAG Over Time

Shares Held

Position Value (USD)

Derivatives in CAG

reported options exposure · as of Mar 31, 2026

CallValue

$605,220

CallShares

38,500

PutValue

$172,920

PutShares

11,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Packaged Foods

Consumer Defensive · as of Mar 31, 2026

TWO SIGMA INVESTMENTS, LP holds $1,699,047,035 across 32 Packaged Foods names. CAG ranks #1 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAG	Conagra Brands Inc. This page	18,698,198	$293,935,672
2	HRL	Hormel Foods Corp /De/	11,986,728	$271,499,389
3	CPB	CAMPBELL'S Co	7,951,510	$177,080,127
4	SJM	J M SMUCKER Co	1,646,723	$158,809,966
5	POST	Post Holdings, Inc.	1,392,048	$137,617,865
6	SFD	Smithfield Foods Inc	4,216,930	$117,947,532
7	GIS	General Mills Inc	3,064,186	$114,049,002
8	INGR	Ingredion Inc	624,498	$70,355,944

All Filings in CAG

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37 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$605,220	38,500	+250.0%	Call	Sole	2026-05-15
2026-03-31	$172,920	11,000	-99.9%	Put	Sole	2026-05-15
2026-03-31	$293,935,672	18,698,198	+201.4%	Shares	Sole	2026-05-15
2025-12-31	$107,387,778	6,203,800	-25.7%	Shares	Sole	2026-02-17
2025-09-30	$152,836,554	8,347,163	+239.6%	Shares	Sole	2025-11-14
2025-06-30	$50,307,501	2,457,621	-11.2%	Shares	Sole	2025-08-14
2025-03-31	$73,815,465	2,767,734	-41.6%	Shares	Sole	2025-05-15
2024-12-31	$131,490,711	4,738,404	+10.6%	Shares	Sole	2025-02-14
2024-09-30	$139,323,517	4,284,241	+45.6%	Shares	Sole	2024-11-14
2024-06-30	$83,635,541	2,942,841	+198.0%	Shares	Sole	2024-08-14
2024-03-31	$29,271,604	987,571	+290.3%	Shares	Sole	2024-05-15
2023-09-30	$6,938,576	253,048	-54.5%	Shares	Sole	2023-11-14
2023-06-30	$18,732,842	555,541	-65.4%	Shares	Sole	2023-08-14
2023-03-31	$60,338,074	1,606,445	+8.8%	Shares	Sole	2023-05-15
2022-12-31	$57,166,517	1,477,171	+41.9%	Shares	Sole	2023-02-14
2022-09-30	$33,958,302	1,040,708	+58.5%	Shares	Sole	2022-11-14
2022-06-30	$22,487,291	656,755	+3373.1%	Shares	Sole	2022-08-15
2022-03-31	$634,808	18,910	+45.5%	Shares	Sole	2022-05-16
2021-12-31	$443,950	13,000	-22.3%	Call	Sole	2022-02-14
2021-12-31	$571,227	16,727	-31.4%	Shares	Sole	2022-02-14
2021-12-31	$833,260	24,400	-64.6%	Put	Sole	2022-02-14
2021-09-30	$2,333,643	68,900	-6.9%	Put	Sole	2021-11-15
2021-09-30	$2,506,380	74,000	+277.6%	Call	Sole	2021-11-15
2021-03-31	$736,960	19,600	-34.7%	Call	Sole	2021-05-17
2021-03-31	$1,128,000	30,000	-72.0%	Put	Sole	2021-05-17
2021-03-31	$4,022,824	106,990	+1683.2%	Shares	Sole	2021-05-17
2020-12-31	$217,560	6,000	-14.3%	Call	Sole	2021-02-16
2020-12-31	$253,820	7,000	-99.2%	Put	Sole	2021-02-16
2020-12-31	$30,822,849	850,051	+6983.8%	Shares	Sole	2021-02-16
2020-09-30	$428,520	12,000	+53.8%	Put	Sole	2020-11-16
2020-09-30	$278,538	7,800	-97.5%	Call	Sole	2020-11-16
2020-09-30	$11,108,452	311,074	+2492.3%	Shares	Sole	2020-11-16
2020-06-30	$422,040	12,000	-20.5%	Call	Sole	2020-08-14
2020-06-30	$531,067	15,100	-98.4%	Put	Sole	2020-08-14
2020-06-30	$33,506,142	952,691	+2973.2%	Shares	Sole	2020-08-14
2020-03-31	$909,540	31,000	-5.2%	Call	Sole	2020-05-15
2020-03-31	$959,418	32,700	—	Put	Sole	2020-05-15
No filing history on record for this holder in this stock.