Unifi Asset Management LP

Position in CAG — Conagra Brands Inc.

CIK 2048100 NEW YORK, NY

Position in CAG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,464,448

+$1,140,931 QoQ

Shares Held

108,800

+428.7% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#199

of 779 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Unifi Asset Management LP holds $2,511,836 across 3 Packaged Foods names. CAG ranks #1 (58.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAG	Conagra Brands Inc. This page	108,800	$1,464,448
2	LW	Lamb Weston Holdings, Inc.	16,600	$716,788
3	GIS	General Mills Inc	9,500	$330,600

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,464,448	108,800	+428.7%	Shares	Sole	2026-08-07
2026-03-31	$323,517	20,580	+94.2%	Shares	Sole	2026-08-07
2025-12-31	$183,486	10,600	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.