Position in CPB
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$859,889
-$269,431 QoQ
Shares Held
38,612
-4.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#218
of 615 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CPB Over Time
Shares Held
Position Value (USD)
Derivatives in CPB
reported options exposure · as of Dec 31, 2024CallValue
$6,910,200
CallShares
165,000
PutValue
$0
PutShares
0
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. CPB ranks #5 (10.2% 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
This page
|
38,612 | $859,889 | |
| 6 | CAG |
Conagra Brands Inc.
|
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 CPB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $859,889 | 38,612 | Shares | Defined | 2026-08-17 | |
| 2025-12-31 | $1,129,320 | 40,521 | Shares | Defined | 2026-02-09 | |
| 2024-12-31 | $6,910,200 | 165,000 | Call | Defined | 2025-02-27 | |
| 2024-12-31 | $2,683,837 | 64,084 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $10,762,400 | 220,000 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $2,800,670 | 57,250 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,970,900 | 110,000 | Call | Defined | 2024-08-13 | |
| 2024-06-30 | $756,932 | 16,750 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $562,870 | 12,663 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $435,153 | 10,066 | Shares | Defined | 2024-05-06 | |
| 2023-09-30 | $2,887,924 | 70,300 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,376,097 | 51,982 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,595,165 | 47,202 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||