TwinBeech Capital’s Conagra Brands CAG Stock Holding History

TwinBeech Capital’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	$328K	Buy	+24,397	New	+$341K	0.06%	282
2025 Q4	–	Sell	-12,585	Closed	-$230K	–	618
2025 Q3	$230K	Sell	12,585 -12,421	-50%	-$238K	0.01%	509
2025 Q2	$512K	Sell	25,006 -56,599	-69%	-$1.33M	0.01%	487
2025 Q1	$2.18M	Sell	81,605 -398,520	-83%	-$10.3M	0.04%	380
2024 Q4	$13.3M	Buy	+480,125	New	+$13.6M	0.23%	129
2024 Q1	–	Sell	-138,923	Closed	-$3.98M	–	574
2023 Q4	$3.98M	Buy	138,923 +13,786	+11%	+$386K	0.06%	307
2023 Q3	$3.43M	Buy	+125,137	New	+$3.86M	0.07%	323
2021 Q1	–	Sell	-9,756	Closed	-$354K	–	467
2020 Q4	$354K	Sell	9,756 -2,880	-23%	-$104K	0.06%	343
2020 Q3	$451K	Buy	+12,636	New	+$463K	0.1%	284
2020 Q2	–	Sell	-21,250	Closed	-$623K	–	368
2020 Q1	$623K	Buy	+21,250	New	+$640K	0.25%	131

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

TwinBeech Capital's CAG Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Conagra Brands (CAG) in Q2 2026: 24,397 shares worth $328K. The stake represents 0.06% of the portfolio and ranks #282 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in CAG as recently as Q3 2025.

TwinBeech Capital first reported a position in CAG in Q1 2020 and has held it in 10 quarters since. The position peaked at $13.3M in Q4 2024. 780 funds tracked by Wall St. Rank hold CAG as of Q2 2026.

TwinBeech Capital held 24,397 shares of Conagra Brands worth $328K as of Q2 2026.
Conagra Brands was a new TwinBeech Capital position in Q2 2026.
Conagra Brands made up 0.06% of TwinBeech Capital's portfolio in Q2 2026, its #282 holding.
TwinBeech Capital first reported a position in Conagra Brands in Q1 2020 and has held it in 10 quarters since.
TwinBeech Capital's Conagra Brands position peaked at $13.3M in Q4 2024.
780 funds tracked by Wall St. Rank held Conagra Brands as of Q2 2026.

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