Position in CAG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$17,016,947
+$10,010,260 QoQ
Shares Held
1,082,503
+182.9% QoQ
Ownership
0.226%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CAG Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026ExodusPoint Capital Management, LP holds $93,042,944 across 15 Packaged Foods names. CAG ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | POST |
Post Holdings, Inc.
|
205,943 | $20,359,524 | |
| 2 | CAG |
Conagra Brands Inc.
This page
|
1,082,503 | $17,016,947 | |
| 3 | JBS |
Jbs N.V.
|
564,297 | $10,134,774 | |
| 4 | MZTI |
Marzetti Co
|
63,764 | $8,820,474 | |
| 5 | SFD |
Smithfield Foods Inc
|
253,425 | $7,088,297 | |
| 6 | KHC |
Kraft Heinz Co
|
306,949 | $6,903,283 | |
| 7 | FRPT |
Freshpet, Inc.
|
102,071 | $6,018,106 | |
| 8 | PPC |
Pilgrims Pride Corp
|
124,182 | $4,689,112 |
All Filings in CAG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,016,947 | 1,082,503 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $7,006,687 | 382,670 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $7,308,620 | 274,039 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $12,539,753 | 451,883 | Shares | Sole | 2025-02-12 | |
| 2024-03-31 | $437,367 | 14,756 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,095,308 | 108,001 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,568,366 | 312,486 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $8,439,812 | 250,291 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,752,436 | 46,657 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $5,058,709 | 130,716 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $6,210,370 | 190,327 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $3,346,720 | 97,743 | Shares | Other | 2022-08-22 | |
| 2021-12-31 | $4,178,559 | 122,359 | Shares | Other | 2022-02-11 | |
| 2020-06-30 | $349,976 | 9,951 | Shares | Other | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||