Position in CAG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$764,851
+$465,959 QoQ
Shares Held
56,824
+248.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#271
of 779 holders
Holding Since
Dec 2022
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CAG Over Time
Shares Held
Position Value (USD)
Derivatives in CAG
reported options exposure · as of Jun 30, 2023CallValue
$0
CallShares
0
PutValue
$3,108,984
PutShares
92,200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Packaged Foods
Consumer Defensive · as of Jun 30, 2026Jefferies Financial Group Inc. holds $8,413,343 across 12 Packaged Foods names. CAG ranks #6 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKC |
Mccormick & Co Inc
|
28,252 | $1,424,465 | |
| 2 | SJM |
J M SMUCKER Co
|
10,380 | $1,167,750 | |
| 3 | GIS |
General Mills Inc
|
29,548 | $1,028,270 | |
| 4 | UTZ |
Utz Brands, Inc.
|
113,300 | $872,410 | |
| 5 | CPB |
CAMPBELL'S Co
|
38,612 | $859,889 | |
| 6 | CAG |
Conagra Brands Inc.
This page
|
56,824 | $764,851 | |
| 7 | LW |
Lamb Weston Holdings, Inc.
|
17,000 | $734,060 | |
| 8 | HRL |
Hormel Foods Corp /De/
|
22,500 | $558,450 |
All Filings in CAG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764,851 | 56,824 | Shares | Defined | 2026-08-17 | |
| 2025-09-30 | $298,892 | 16,324 | Shares | Defined | 2025-11-13 | |
| 2023-12-31 | $409,637 | 14,293 | Shares | Defined | 2024-05-06 | |
| 2023-06-30 | $3,108,984 | 92,200 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $2,916,476 | 86,491 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $2,910,240 | 75,200 | Shares | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||