TWO SIGMA INVESTMENTS, LP

Position in CPB — CAMPBELL'S Co

CIK 1179392 NEW YORK, NY

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Position in CPB

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

Position Value

$179,193,706

+$2,113,579 QoQ

Shares Held

8,046,417

+1.2% QoQ

Ownership

2.70%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

of 618 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in CPB Over Time

Shares Held

Position Value (USD)

Derivatives in CPB

reported options exposure · as of Jun 30, 2026

CallValue

$1,008,831

CallShares

45,300

PutValue

PutShares

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, 2026

TWO SIGMA INVESTMENTS, LP holds $1,453,550,423 across 34 Packaged Foods names. CPB ranks #2 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HRL	Hormel Foods Corp /De/	12,325,712	$305,924,171
2	CPB	CAMPBELL'S Co This page	8,046,417	$179,193,706
3	CAG	Conagra Brands Inc.	13,185,200	$177,472,792
4	SJM	J M SMUCKER Co	960,763	$108,085,837
5	SFD	Smithfield Foods Inc	4,238,865	$102,834,864
6	INGR	Ingredion Inc	840,120	$79,567,765
7	BRBR	Bellring Brands, Inc.	4,972,303	$64,341,600
8	POST	Post Holdings, Inc.	639,671	$56,457,362

All Filings in CPB

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38 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,008,831	45,300	+10.2%	Call	Sole	2026-08-14
2026-06-30	$179,193,706	8,046,417	+1.2%	Shares	Sole	2026-08-14
2026-03-31	$915,297	41,100	-29.4%	Call	Sole	2026-05-15
2026-03-31	$177,080,127	7,951,510	+41.1%	Shares	Sole	2026-05-15
2026-03-31	$247,197	11,100	-88.5%	Put	Sole	2026-05-15
2025-12-31	$157,039,367	5,634,710	+14.1%	Shares	Sole	2026-02-17
2025-09-30	$155,915,828	4,937,170	+534.8%	Shares	Sole	2025-11-14
2025-06-30	$23,838,711	777,772	+107.1%	Shares	Sole	2025-08-14
2025-03-31	$14,988,522	375,464	-81.2%	Shares	Sole	2025-05-15
2024-12-31	$83,707,901	1,998,756	+119.2%	Shares	Sole	2025-02-14
2024-09-30	$44,610,148	911,900	+26.4%	Shares	Sole	2024-11-14
2024-06-30	$32,605,398	721,518	-54.2%	Shares	Sole	2024-08-14
2024-03-31	$70,081,292	1,576,632	-18.1%	Shares	Sole	2024-05-15
2023-12-31	$83,243,255	1,925,590	+41.3%	Shares	Sole	2024-02-14
2023-09-30	$55,995,819	1,363,092	+801.6%	Shares	Sole	2023-11-14
2023-06-30	$6,910,620	151,184	-62.9%	Shares	Sole	2023-08-14
2023-03-31	$22,388,625	407,214	-65.9%	Shares	Sole	2023-05-15
2022-12-31	$67,729,422	1,193,470	+36.2%	Shares	Sole	2023-02-14
2022-09-30	$41,279,758	876,056	+158.4%	Shares	Sole	2022-11-14
2022-06-30	$16,289,622	339,014	-20.2%	Shares	Sole	2022-08-15
2021-12-31	$4,206,928	96,800	+249.5%	Put	Sole	2022-02-14
2021-12-31	$2,529,372	58,200	+119.6%	Call	Sole	2022-02-14
2021-09-30	$1,158,137	27,700	+106.7%	Put	Sole	2021-11-15
2021-09-30	$17,760,302	424,786	+1188.5%	Shares	Sole	2021-11-15
2021-09-30	$1,107,965	26,500	+219.3%	Call	Sole	2021-11-15
2021-06-30	$610,906	13,400	-13.5%	Put	Sole	2021-08-16
2021-06-30	$378,397	8,300	-7.8%	Call	Sole	2021-08-16
2021-03-31	$779,185	15,500	+158.3%	Put	Sole	2021-05-17
2021-03-31	$452,430	9,000	+50.0%	Call	Sole	2021-05-17
2020-12-31	$290,100	6,000	-50.0%	Put	Sole	2021-02-16
2020-12-31	$290,100	6,000	-14.3%	Call	Sole	2021-02-16
2020-12-31	$1,594,002	32,968	+39.3%	Shares	Sole	2021-02-16
2020-09-30	$338,590	7,000	-57.6%	Call	Sole	2020-11-16
2020-09-30	$580,440	12,000	-14.3%	Put	Sole	2020-11-16
2020-06-30	$1,174,543	23,666	-74.3%	Shares	Sole	2020-08-14
2020-06-30	$818,895	16,500	—	Call	Sole	2020-08-14
2020-06-30	$694,820	14,000	—	Put	Sole	2020-08-14
2020-03-31	$4,249,443	92,059	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.