Swan Capital’s Cal-Maine CALM Stock Holding History

Swan Capital’s Portfolio CALM Stock Details CALM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-13	Closed	-$1.05K	–	566
2025 Q4	$1.05K	Buy	+13	New	+$1.14K	﹤0.01%	397

Other funds holding CALM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Swan Capital's CALM Position: Q1 2026 in Review

Swan Capital sold out of Cal-Maine (CALM) in Q1 2026, closing a stake of 13 shares — an estimated $1.05K sold.

Swan Capital first reported a position in CALM in Q4 2025 and held it in 1 quarter. The position peaked at $1.05K in Q4 2025. 464 funds tracked by Wall St. Rank hold CALM as of Q1 2026.

Swan Capital reported no remaining Cal-Maine position as of Q1 2026 after selling out during the quarter.
Swan Capital sold 13 Cal-Maine shares in Q1 2026, an estimated $1.05K.
Swan Capital first reported a position in Cal-Maine in Q4 2025 and held it in 1 quarter.
Swan Capital's Cal-Maine position peaked at $1.05K in Q4 2025.
464 funds tracked by Wall St. Rank held Cal-Maine as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.