CAGCONAGRA BRANDS INC

CUSIP: 205887102

Guru Owners

$5.4M

Total Value Held

312,573

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Lee Ainslie	Maverick Capital	144402	$2.5M	0.03%	$17.31	Q4 2025
Hillman Value Fund	Hillman Capital Management	138945	$2.4M	1.51%	$17.31	Q4 2025
Ray Dalio	Bridgewater Associates	29226	$506K	0.00%	$17.31	Q4 2025

Lee Ainslie

$2.5M

0.03%

Hillman Value Fund

$2.4M

1.51%

Ray Dalio

$506K

0.00%

📊 Fundamentals

Market Cap$7.0B

Forward P/E8.6x

P/FCF10.7x

EPS (TTM)$-0.10

Revenue (TTM)$11.2B

Profit Margin-0.39%

Div Yield9.43%

Beta0.03

52-Week Range

$14.04

$25.78

Current: $14.65

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '253 owners · $5.4M

NEWLee Ainslie$2.5M

REDUCEDHillman Value Fund$2.4M

INCREASEDRay Dalio$506K

Q3 '252 owners · $4.6M

INCREASEDHillman Value Fund$2.6M

REDUCEDRay Dalio$1.9M

Q2 '252 owners · $3.4M

REDUCEDHillman Value Fund$2.9M

REDUCEDRay Dalio$473K

Q1 '252 owners · $4.7M

NEWHillman Value Fund$4.0M

REDUCEDRay Dalio$641K

Q4 '241 owners · $778K

REDUCEDRay Dalio$778K

Q3 '241 owners · $1.1M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

0%analyst est. -1.1%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

5.9%current: 5.9%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

CAG: Held by 3 superinvestors · 22 congress member trades

SELLGil CisnerosD

$1,001 - $15,0002026-01-09

SELLGil CisnerosD

$1,001 - $15,0002025-12-19

BUYGary PetersD

$1,001 - $15,0002025-11-14

BUYGil CisnerosD

$1,001 - $15,0002025-11-12

BUYRo KhannaD

$1,001 - $15,0002025-11-10

SELLGil CisnerosD

$1,001 - $15,0002025-10-09

BUYGil CisnerosD

$1,001 - $15,0002025-08-05

SELLLisa McClainR

$1,001 - $15,0002025-08-04

BUYLisa McClainR

$1,001 - $15,0002025-07-22

BUYRo KhannaD

$1,001 - $15,0002025-07-01

SELLRo KhannaD

$1,001 - $15,0002025-06-23

SELLGil CisnerosD

$1,001 - $15,0002025-05-30

SELLRo KhannaD

$1,001 - $15,0002025-05-28

BUYRo KhannaD

$1,001 - $15,0002025-05-19

SELLRob BresnahanR

$1,001 - $15,0002025-04-08

SELLJulie JohnsonD

$1,001 - $15,0002025-04-01

SELLRob BresnahanR

$1,001 - $15,0002025-02-25

BUYRo KhannaD

$1,001 - $15,0002025-02-19

SELLRo KhannaD

$1,001 - $15,0002025-01-22

SELLRo KhannaD

$1,001 - $15,0002025-01-17