
What smart money is saying about Campbell’s
CPB
No fund has written a full thesis on Campbell’s in our archive, but 1 fund letter reports a position in it — most recently BA Beutel Goodman U.S. Value Fund in March 2026.
1
Reported positions
0
Bought
1
Sold
1
Letter
Position history
Every position in Campbell’s on record in the archive was reported in Q1 2026, across 1 fund letter — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 1 | 0 |
Fund activity · 1 position · 1 move
- March 2026
“We completed full sales of Harley-Davidson and Campbells.”
Read the letterCampbell’s
Read the letters behind these Campbell’s positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
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