Position in CAG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,014,765
-$3,890,782 QoQ
Shares Held
191,779
-51.9% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
15 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, 2026DARK FOREST CAPITAL MANAGEMENT LP holds $22,731,298 across 12 Packaged Foods names. CAG ranks #3 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FLO |
Flowers Foods Inc
|
593,491 | $4,836,951 | |
| 2 | CPB |
CAMPBELL'S Co
|
190,170 | $4,235,085 | |
| 3 | CAG |
Conagra Brands Inc.
This page
|
191,779 | $3,014,765 | |
| 4 | SJM |
J M SMUCKER Co
|
27,546 | $2,656,536 | |
| 5 | BRBR |
Bellring Brands, Inc.
|
157,871 | $2,540,144 | |
| 6 | HLF |
Herbalife Ltd.
|
154,493 | $2,274,136 | |
| 7 | MKC |
Mccormick & Co Inc
|
20,005 | $1,009,052 | |
| 8 | SFD |
Smithfield Foods Inc
|
32,978 | $922,394 |
All Filings in CAG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,014,765 | 191,779 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,905,547 | 398,934 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $402,710 | 21,994 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $799,251 | 39,045 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $235,469 | 8,829 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $338,338 | 10,404 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $651,897 | 22,938 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $380,044 | 12,822 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $219,634 | 8,010 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,733,578 | 51,411 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $83,383 | 2,220 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $6,075 | 157 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,209 | 129 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $30,951 | 922 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $60,206 | 1,763 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||