Position in CAG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,554,233
+$617,838 QoQ
Shares Held
416,936
+21.6% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAG Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026Holocene Advisors, LP holds $280,568,500 across 14 Packaged Foods names. CAG ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POST |
Post Holdings, Inc.
|
1,766,642 | $174,650,228 | |
| 2 | DAR |
Darling Ingredients Inc.
|
442,969 | $27,397,632 | |
| 3 | BRBR |
Bellring Brands, Inc.
|
1,489,326 | $23,963,255 | |
| 4 | FRPT |
Freshpet, Inc.
|
389,401 | $22,959,082 | |
| 5 | CAG |
Conagra Brands Inc.
This page
|
416,936 | $6,554,233 | |
| 6 | KHC |
Kraft Heinz Co
|
235,532 | $5,297,114 | |
| 7 | FLO |
Flowers Foods Inc
|
584,208 | $4,761,295 | |
| 8 | SFD |
Smithfield Foods Inc
|
153,342 | $4,288,975 |
All Filings in CAG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,554,233 | 416,936 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,936,395 | 342,946 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,999,659 | 600,746 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,678,954 | 619,392 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,664,729 | 474,868 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,720,908 | 350,303 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $65,931,633 | 2,027,418 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $124,609,868 | 4,347,867 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $6,341,536 | 163,864 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $8,890,895 | 259,664 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,817,983 | 54,155 | Shares | Sole | 2022-05-16 | |
| 2021-03-31 | $4,173,374 | 110,994 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $202,729 | 5,591 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $42,090,948 | 1,178,688 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||