Neo Ivy Capital Management’s Campbell Soup CPB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-16,616	Closed	-$525K	–	379
2025 Q3	$525K	Buy	16,616 +3,583	+27%	+$116K	0.13%	231
2025 Q2	$399K	Buy	+13,033	New	+$459K	0.13%	222
2024 Q4	–	Sell	-2,142	Closed	-$104K	–	298
2024 Q3	$104K	Buy	+2,142	New	+$104K	0.03%	235
2023 Q4	–	Sell	-1,628	Closed	-$67K	–	319
2023 Q3	$67K	Buy	+1,628	New	+$71.2K	0.03%	269
2022 Q2	–	Sell	-12,586	Closed	-$560K	–	443
2022 Q1	$560K	Buy	12,586 +7,650	+155%	+$338K	0.51%	46
2021 Q4	$215K	Buy	4,936 +3,758	+319%	+$156K	0.31%	132
2021 Q3	$58K	Buy	+1,178	New	+$51.1K	0.07%	304
2021 Q2	–	Sell	-1,573	Closed	-$79K	–	479
2021 Q1	$79K	Sell	1,573 -141	-8%	-$6.72K	0.09%	277
2020 Q4	$83K	Sell	1,714 -1,009	-37%	-$48.8K	0.09%	267
2020 Q3	$131K	Buy	2,723 +1,545	+131%	+$76.3K	0.13%	249
2020 Q2	$58K	Sell	1,178 -5,754	-83%	-$286K	0.07%	304
2020 Q1	$320K	Buy	+6,932	New	+$333K	0.52%	49
2019 Q3	–	Sell	-36,058	Closed	-$1.45M	–	306
2019 Q2	$1.45M	Sell	36,058 -901	-2%	-$35.4K	0.81%	9
2019 Q1	$1.41M	Buy	36,959 +19,333	+110%	+$682K	0.8%	36
2018 Q4	$581K	Buy	+17,626	New	+$667K	0.46%	83