What smart money is saying about Conagra Brands
CAG
No fund has written a full thesis on Conagra Brands in our archive, but 2 fund letters report a position in it — most recently Brandes Small Cap Value Fund in June 2026.
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2
Reported positions
2
Bought
0
Sold
2
Letters
Position history
Between Q4 2025 and Q2 2026, 2 fund letters reported a position in Conagra Brands — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
| Q4 2025 | 1 | 1 | 0 | 0 |
Fund activity · 2 positions · 2 moves
- New positionBrandes Small Cap Value FundJune 2026
“the small-cap investment committee added two food products businesses, The Campbell’s Company and Conagra Brands, as well as building products company Fortune Brands Innovations.”
Conagra Brands - New positionAppleseedNovember 2025
“Appleseed Fund added a number of new names to the portfolio in the past twelve months, including Conagra (CAG), Chemours (CC), Easterly Government Properties (DEA), Diana Shipping (DSX), GXO Logistics (GXO), Lululemon (LULU), Standard Chartered (STAN-GB), Two Harbors (TWO), NICE Ltd. (NICE), and Wal-Mart de Mexico (WMMVY).”
Conagra Brands
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