Exited position

Daniel Loeb’s Conagra Brands Inc (CAG) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Third Point LLCVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2016Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares4.25MHighest verified quarter-end share count
Quarters reported2Verified quarters with shares above zero
What happened?

Third Point LLC first reported Conagra Brands Inc in Q3 2016. The reported position was reduced across later filings. The latest verified relationship event shows that Third Point LLC sold the entire position in Q1 2017, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q1 2017
Sold the entire position−3.00M shares · No shares reported at quarter-end
Q4 2016
Sold 29.4% of the position−1.25M shares · 3.00M shares remained
Filing context

Quarter-end price $39.55 · Estimated holding basis $47.11

Q3 2016
New position+4.25M shares · 4.25M shares reported
Filing context

Quarter-end price $47.11 · Estimated holding basis $47.11

Portfolio importance

How important was Conagra Brands Inc in Third Point LLC’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight1.2%Q4 2016
Last reported rank#26of 38 reported positions
Peak portfolio weight1.7%Q3 2016
Best historical rank#21Q3 2016
At peak importanceQ3 2016
CAG
1.7%
Largest holding
21.5%
Cross-investor discovery

Who else owns Conagra Brands Inc?

Also reported by 2 other tracked investors in their latest verified filings.

Joel GreenblattGotham Asset Management
CAG0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
CAG0.0% of reported portfolio
Explore Conagra Brands Inc across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$14.792026-09-14

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Third Point LLC’s Form 13F disclosures, not Daniel Loeb’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.