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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dark Forest Capital Management's CAG Position: Q1 2026 in Review

Dark Forest Capital Management reduced its Conagra Brands (CAG) stake by 52% in Q1 2026, selling an estimated $3.66M and leaving 191,779 shares worth $3.01M. The position accounts for 0.27% of the portfolio, ranked #88.

Dark Forest Capital Management first reported a position in CAG in Q4 2021 and has held it in 15 quarters since. The position peaked at $6.91M in Q4 2025. 784 funds tracked by Wall St. Rank hold CAG as of Q1 2026.

Dark Forest Capital Management held 191,779 shares of Conagra Brands worth $3.01M as of Q1 2026.
Dark Forest Capital Management sold 207,155 Conagra Brands shares in Q1 2026, an estimated $3.66M.
Conagra Brands made up 0.27% of Dark Forest Capital Management's portfolio in Q1 2026, its #88 holding.
Dark Forest Capital Management first reported a position in Conagra Brands in Q4 2021 and has held it in 15 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 Q1 2026.

Based on Dark Forest Capital Management's 13F filing for Q1 2026, filed 15 May 2026.