Position in CPB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,712,621
-$451,912 QoQ
Shares Held
211,613
+14.2% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CPB Over Time
Shares Held
Position Value (USD)
Position in Packaged Foods
Consumer Defensive · as of Mar 31, 2026SummitTX Capital, L.P. holds $15,112,599 across 8 Packaged Foods names. CPB ranks #1 (31.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPB |
CAMPBELL'S Co
This page
|
211,613 | $4,712,621 | |
| 2 | FLO |
Flowers Foods Inc
|
522,209 | $4,256,003 | |
| 3 | KHC |
Kraft Heinz Co
|
115,119 | $2,589,026 | |
| 4 | POST |
Post Holdings, Inc.
|
9,926 | $981,284 | |
| 5 | HRL |
Hormel Foods Corp /De/
|
38,864 | $880,269 | |
| 6 | GIS |
General Mills Inc
|
23,136 | $861,121 | |
| 7 | PPC |
Pilgrims Pride Corp
|
14,352 | $541,931 | |
| 8 | BRBR |
Bellring Brands, Inc.
|
18,045 | $290,344 |
All Filings in CPB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,712,621 | 211,613 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,164,533 | 185,308 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,859,947 | 90,562 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,198,117 | 169,596 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,043,065 | 51,179 | Shares | Defined | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||