Dark Forest Capital Management’s Conagra Brands CAG Stock Holding History

Dark Forest Capital Management’s Portfolio CAG Stock Details CAG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.51M	Buy	409,174 +217,395	+113%	+$3.04M	0.36%	40
2026 Q1	$3.01M	Sell	191,779 -207,155	-52%	-$3.66M	0.27%	88
2025 Q4	$6.91M	Buy	398,934 +376,940	+1,714%	+$6.69M	0.32%	51
2025 Q3	$403K	Sell	21,994 -17,051	-44%	-$327K	0.02%	973
2025 Q2	$799K	Buy	39,045 +30,216	+342%	+$708K	0.03%	808
2025 Q1	$235K	Buy	+8,829	New	+$228K	0.01%	1119
2024 Q4	–	Sell	-10,404	Closed	-$338K	–	967
2024 Q3	$338K	Sell	10,404 -12,534	-55%	-$384K	0.04%	555
2024 Q2	$652K	Buy	22,938 +10,116	+79%	+$304K	0.12%	188
2024 Q1	$380K	Buy	+12,822	New	+$366K	0.06%	382
2023 Q4	–	Sell	-8,010	Closed	-$220K	–	545
2023 Q3	$220K	Sell	8,010 -43,401	-84%	-$1.34M	0.02%	996
2023 Q2	$1.73M	Buy	51,411 +49,191	+2,216%	+$1.78M	0.16%	103
2023 Q1	$83.4K	Buy	2,220 +2,063	+1,314%	+$76.4K	0.02%	714
2022 Q4	$6.08K	Buy	157 +28	+22%	+$1.01K	﹤0.01%	829
2022 Q3	$4K	Buy	+129	New	+$4.43K	﹤0.01%	920
2022 Q2	–	Sell	-922	Closed	-$30K	–	933
2022 Q1	$30K	Sell	922 -841	-48%	-$28.7K	0.01%	689
2021 Q4	$60K	Buy	+1,763	New	+$57.7K	0.02%	428

Other funds holding CAG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dark Forest Capital Management's CAG Position: Q2 2026 in Review

Dark Forest Capital Management increased its Conagra Brands (CAG) stake by 113% in Q2 2026, buying an estimated $3.04M and bringing the position to 409,174 shares worth $5.51M. The position accounts for 0.36% of the portfolio, ranked #40.

Dark Forest Capital Management first reported a position in CAG in Q4 2021 and has held it in 16 quarters since. The position peaked at $6.91M in Q4 2025. 784 funds tracked by Wall St. Rank hold CAG as of Q2 2026.

Dark Forest Capital Management held 409,174 shares of Conagra Brands worth $5.51M as of Q2 2026.
Dark Forest Capital Management bought 217,395 Conagra Brands shares in Q2 2026, an estimated $3.04M.
Conagra Brands made up 0.36% of Dark Forest Capital Management's portfolio in Q2 2026, its #40 holding.
Dark Forest Capital Management first reported a position in Conagra Brands in Q4 2021 and has held it in 16 quarters since.
Dark Forest Capital Management's Conagra Brands position peaked at $6.91M in Q4 2025.
784 funds tracked by Wall St. Rank held Conagra Brands as of Q2 2026.

Based on Dark Forest Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.