Form 13-F position report

CONAGRA BRANDS INC

Reported by Bayesian Capital Management LP

Company profile Manager portfolio Source filing
CAG CUSIP 205887102 Manager CIK 0001632551
Latest reported change

First reported at 88,200 shares this quarter.

New
% of reported 13F value 1.69% This manager · Q1 2026
Shares 88,200 Quarter-end amount reported
Reported value $1,386,504 Fair value at quarter end
Consecutive quarters held 7 Through Q1 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

18 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Reduced 0 -88,200 (-100.0%) 0 $0 2026-08-14
Q1 2026 New 88,200 +88,200 (0.0%) 1.69% $1,386,504 2026-05-15
Q4 2025 Reduced 0 -81,900 (-100.0%) 0 $0 2026-02-17
Q3 2025 New 81,900 +81,900 (0.0%) 0.31% $1,499,589 2025-11-14
Q2 2025 Reduced 0 -23,600 (-100.0%) 0 $0 2025-08-14
Q1 2025 Reduced 23,600 -93,800 (-79.9%) 0.1% $629,412 2025-05-15
Q4 2024 Added 117,400 +10,900 (10.2%) 0.4% $3,257,850 2025-02-14
Q3 2024 New 106,500 +106,500 (0.0%) 0.41% $3,463,380 2024-11-14
Q1 2024 Reduced 0 -18,100 (-100.0%) 0 $0 2024-05-15
Q4 2023 Reduced 18,100 -6,800 (-27.3%) 0.06% $518,746 2024-02-14
Q3 2023 Reduced 24,900 -58,400 (-70.1%) 0.08% $682,758 2023-11-14
Q2 2023 New 83,300 +83,300 (0.0%) 0.3% $2,808,876 2023-08-14
Q4 2022 Reduced 0 -42,303 (-100.0%) 0 $0 2023-02-14
Q3 2022 Added 42,303 +33,280 (368.8%) 0.28% $1,380,000 2022-11-14
Q2 2022 Reduced 9,023 -8,600 (-48.8%) 0.06% $309,000 2022-08-15
Q1 2022 New 17,623 +17,623 (0.0%) 0.09% $592,000 2022-05-16
Q4 2021 Reduced 0 -18,058 (-100.0%) 0 $0 2022-02-14
Q3 2021 New 18,058 +18,058 (0.0%) 0.18% $612,000 2021-11-15
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Institutional context

Who else reported the position

920 managers reported CONAGRA BRANDS INC for Q1 2026.

Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 50,149,778 +4,111,302 0.01% $788,354,515 7 qtrs
VANGUARD CAPITAL MANAGEMENT LLC New 31,043,997 +31,043,997 0.01% $488,011,633 1 qtr
STATE STREET CORPORATION Added 25,024,800 +356,684 0.01% $393,389,856 52 qtrs
VANGUARD PORTFOLIO MANAGEMENT LLC New 23,780,476 +23,780,476 0.02% $373,829,083 1 qtr
Invesco Ltd Added 20,837,037 +3,169,257 0.03% $327,558,221 52 qtrs
DIMENSIONAL FUND ADVISORS LP Added 19,323,789 +1,701,624 0.06% $303,770,524 52 qtrs
TWO SIGMA INVESTMENTS LP Added 18,698,198 +12,494,398 0.24% $293,935,673 18 qtrs
MORGAN STANLEY Reduced 14,104,654 -1,124,903 0.01% $221,725,202 52 qtrs
GEODE CAPITAL MANAGEMENT LLC Reduced 12,807,156 -126,473 0.01% $200,981,797 52 qtrs
CITADEL ADVISORS LLC Added 11,082,614 +9,996,711 0.03% $174,218,692 52 qtrs
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Filing details and methodology As reported
Report period
March 31, 2026
Filed
May 15, 2026
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
88,200
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.