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Which funds own CPB

The Campbells Company in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $195m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 2; at least, of 91 current
Combined value: $195m; as reported
Opened: 0; new this quarter
Added to: 1; already held
Trimmed or sold out: 1; 0 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Two Sigma Investments LP Quantitative · $138bn book	$179m	0.1%	8,046,417	+$2.1m+94,907	Added
GAMCO Investors Inc Activist · $11.1bn book	$15m	0.1%	688,084	-$500k-23,695	Trimmed

Ownership through time

At least 5 of the 95 managers whose filings are on file listed CPB in Q2 2026, against 8 in Q2 2013. 2 managers more than in Q1 2026: 1 started a position; 1 listed it again.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Freestone Grove Partners LP$3.9m

Largest increases, by shares

Freestone Grove Partners LPnew: 173,535 shares+$3.9m
Two Sigma Investments LP7,951,510 to 8,046,417 shares+$2.1m
MFS Investment Management2,295,060 to 2,319,739 shares+$550k

Largest decreases, by shares

GAMCO Investors Inc711,779 to 688,084 shares-$528k

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Two Sigma Investments LP	Q2 2017	$179m	$179m
MFS Investment Management	Q3 2025	$78m	$52m
GAMCO Investors Inc	Q2 2013	$40m	$15m
Freestone Grove Partners LP	Q1 2025	$8.6m	$3.9m
Quantbot Technologies LP	Q1 2016	$9.0m	$1.7m
Third Point LLC	Q2 2018	$801m	last listed Q4 2019
Invesco Ltd	Q2 2013	$752m	last listed Q3 2023
Capital World Investors	Q4 2013	$591m	last listed Q3 2016
T. Rowe Price Associates Inc	Q2 2013	$427m	last listed Q3 2022
Wellington Management Group LLP	Q3 2017	$263m	last listed Q1 2018
Renaissance Technologies LLC	Q2 2013	$221m	last listed Q3 2025
Citadel Advisors LLC	Q2 2016	$217m	last listed Q2 2024
AllianceBernstein LP	Q2 2013	$191m	last listed Q3 2017
Two Sigma Advisers LP	Q2 2016	$151m	last listed Q4 2025
Janus Henderson Group Ltd	Q2 2020	$125m	last listed Q3 2021

What CPB is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around CPB →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.

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