Polymer Capital Management (US) LLC

Position in CAG — Conagra Brands Inc.

CIK 1973324 NEW YORK, NY

Position in CAG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,327,505

+$635,058 QoQ

Shares Held

98,626

+160.8% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#208

of 763 holders

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Polymer Capital Management (US) LLC holds $2,444,158 across 5 Packaged Foods names. CAG ranks #1 (54.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAG	Conagra Brands Inc. This page	98,626	$1,327,505
2	MKC	Mccormick & Co Inc	10,498	$529,309
3	SJM	J M SMUCKER Co	2,834	$318,825
4	SMPL	Simply Good Foods Co	14,098	$187,221
5	FLO	Flowers Foods Inc	10,291	$81,298

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,327,505	98,626	+160.8%	Shares	Sole	2026-08-14
2025-09-30	$692,447	37,818	-45.4%	Shares	Sole	2025-11-14
2025-06-30	$1,417,547	69,250	+220.4%	Shares	Sole	2025-08-14
2025-03-31	$576,418	21,613	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.