Balyasny Asset Management’s Conagra Brands CAG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$29.1M Buy
+1,850,000
New +$32.7M 0.04% 540
2025
Q4
Sell
-725,000
Closed -$13.3M 3120
2025
Q3
$13.3M Buy
+725,000
New +$13.9M 0.02% 914
2024
Q4
Sell
-22,600
Closed -$735K 2780
2024
Q3
$735K Buy
+22,600
New +$693K ﹤0.01% 2088

Other funds holding CAG

Balyasny Asset Management's CAG Position: Q1 2026 in Review

Balyasny Asset Management reduced its Conagra Brands (CAG) stake by 75% in Q1 2026, selling an estimated $1.76M and leaving 33,318 shares worth $524K. The position accounts for ﹤0.01% of the portfolio, ranked #2343.

Balyasny Asset Management first reported a position in CAG in Q3 2015 and has held it in 20 quarters since. The position peaked at $80.4M in Q4 2015. 784 funds tracked by Wall St. Rank hold CAG as of Q1 2026.

  • Balyasny Asset Management held 33,318 shares of Conagra Brands worth $524K as of Q1 2026.
  • Balyasny Asset Management sold 99,614 Conagra Brands shares in Q1 2026, an estimated $1.76M.
  • Conagra Brands made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #2343 holding.
  • Balyasny Asset Management first reported a position in Conagra Brands in Q3 2015 and has held it in 20 quarters since.
  • Balyasny Asset Management's Conagra Brands position peaked at $80.4M in Q4 2015.
  • 784 funds tracked by Wall St. Rank held Conagra Brands as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.