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Polymer Capital Management’s Conagra Brands CAG Stock Holding History

Polymer 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 		$1.33M Buy
+98,626
New +$1.38M 0.18% 162
2025
Q4 		– Sell
-37,818
Closed -$692K – 785
2025
Q3 		$692K Sell
37,818
-31,432
-45% -$603K 0.07% 326
2025
Q2 		$1.42M Buy
69,250
+47,637
+220% +$1.12M 0.17% 143
2025
Q1 		$576K Buy
+21,613
New +$558K 0.15% 138

Other funds holding CAG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polymer Capital Management's CAG Position: Q2 2026 in Review

Polymer Capital Management opened a new position in Conagra Brands (CAG) in Q2 2026: 98,626 shares worth $1.33M. The stake represents 0.18% of the portfolio and ranks #162 among its holdings. This is a return to the name: Polymer Capital Management previously reported a position in CAG as recently as Q3 2025.

Polymer Capital Management first reported a position in CAG in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.42M in Q2 2025. 784 funds tracked by Wall St. Rank hold CAG as of Q2 2026.

  • Polymer Capital Management held 98,626 shares of Conagra Brands worth $1.33M as of Q2 2026.
  • Conagra Brands was a new Polymer Capital Management position in Q2 2026.
  • Conagra Brands made up 0.18% of Polymer Capital Management's portfolio in Q2 2026, its #162 holding.
  • Polymer Capital Management first reported a position in Conagra Brands in Q1 2025 and has held it in 4 quarters since.
  • Polymer Capital Management's Conagra Brands position peaked at $1.42M in Q2 2025.
  • 784 funds tracked by Wall St. Rank held Conagra Brands as of Q2 2026.

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