TWO SIGMA INVESTMENTS, LP

Position in CPB — CAMPBELL'S Co

CIK 1179392 NEW YORK, NY

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Position in CPB

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$177,080,127

+$20,040,760 QoQ

Shares Held

7,951,510

+41.1% QoQ

Ownership

2.67%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 97.98906119718141.ToString("F0")% Shared 0.ToString("F0")% None 2.010938802818584.ToString("F0")%

Common Shares in CPB Over Time

Shares Held

Position Value (USD)

Derivatives in CPB

reported options exposure · as of Mar 31, 2026

CallValue

$915,297

CallShares

41,100

PutValue

$247,197

PutShares

11,100

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 Mar 31, 2026

TWO SIGMA INVESTMENTS, LP holds $1,699,047,035 across 32 Packaged Foods names. CPB ranks #3 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAG	Conagra Brands Inc.	18,698,198	$293,935,672
2	HRL	Hormel Foods Corp /De/	11,986,728	$271,499,389
3	CPB	CAMPBELL'S Co This page	7,951,510	$177,080,127
4	SJM	J M SMUCKER Co	1,646,723	$158,809,966
5	POST	Post Holdings, Inc.	1,392,048	$137,617,865
6	SFD	Smithfield Foods Inc	4,216,930	$117,947,532
7	GIS	General Mills Inc	3,064,186	$114,049,002
8	INGR	Ingredion Inc	624,498	$70,355,944

All Filings in CPB

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36 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$915,297	41,100	-99.5%	Call	Sole	2026-05-15
2026-03-31	$177,080,127	7,951,510	+71535.2%	Shares	Sole	2026-05-15
2026-03-31	$247,197	11,100	-99.8%	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	+250.2%	Shares	Sole	2022-08-15
2021-12-31	$4,206,928	96,800	+66.3%	Put	Sole	2022-02-14
2021-12-31	$2,529,372	58,200	+110.1%	Call	Sole	2022-02-14
2021-09-30	$1,158,137	27,700	-93.5%	Put	Sole	2021-11-15
2021-09-30	$17,760,302	424,786	+1503.0%	Shares	Sole	2021-11-15
2021-09-30	$1,107,965	26,500	+97.8%	Call	Sole	2021-11-15
2021-06-30	$610,906	13,400	+61.4%	Put	Sole	2021-08-16
2021-06-30	$378,397	8,300	-46.5%	Call	Sole	2021-08-16
2021-03-31	$779,185	15,500	+72.2%	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	0.0%	Put	Sole	2021-02-16
2020-12-31	$290,100	6,000	-81.8%	Call	Sole	2021-02-16
2020-12-31	$1,594,002	32,968	+371.0%	Shares	Sole	2021-02-16
2020-09-30	$338,590	7,000	-41.7%	Call	Sole	2020-11-16
2020-09-30	$580,440	12,000	-49.3%	Put	Sole	2020-11-16
2020-06-30	$1,174,543	23,666	+43.4%	Shares	Sole	2020-08-14
2020-06-30	$818,895	16,500	+17.9%	Call	Sole	2020-08-14
2020-06-30	$694,820	14,000	-84.8%	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.