The Campbell's Company
MX ˙ BMV ˙ US1344291091
SecurityMX:CPB / The Campbell's Company
InstitutionLsv Asset Management
Latest Disclosed Ownership4,636,904 shares
Latest Disclosed Value $ 103,264
Lsv Asset Management reports 22.79% increase in ownership of CPB / The Campbell's Company

On May 11, 2026 - Lsv Asset Management filed a 13F-HR form disclosing ownership of 4,636,904 shares of The Campbell's Company (MX:CPB) valued at $103,264 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,776,404 shares of The Campbell's Company. This represents a change in shares of 22.79% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-11 2026-03-31 13F Campbell's COM 134429109 4,636,904 860,500 22.79 103 -1.90 0.2225
2026-02-06 2025-12-31 13F Campbell's COM 134429109 3,776,404 -71,296 -1.85 105 -13.22 0.2295
2025-11-06 2025-09-30 13F Campbell's COM 134429109 3,847,700 -93,700 -2.38 122 0.83 0.2683
2025-08-11 2025-06-30 13F Campbell's COM 134429109 3,941,400 71,200 1.84 121 -22.08 0.2828
2025-05-09 2025-03-31 13F Campbell's COM 134429109 3,870,200 -113,500 -2.85 154 -7.23 0.3708
2025-02-13 2024-12-31 13F Campbell's COM 134429109 3,983,700 32,300 0.82 167 -13.99 0.3851
2024-11-12 2024-09-30 13F Campbell Soup COM 134429109 3,951,400 1,513,100 62.06 193 75.45 0.4143
2024-08-06 2024-06-30 13F Campbell Soup COM 134429109 2,438,300 2,390,700 5,022.48 110 5,400.00 0.2414
2024-05-06 2024-03-31 13F Campbell Soup COM 134429109 47,600 0 0.00 2 0.00 0.0044
2024-02-06 2023-12-31 13F Campbell Soup COM 134429109 47,600 14,500 43.81 2 100.00 0.0045
2023-11-03 2023-09-30 13F Campbell Soup COM 134429109 33,100 0 0.00 1 0.00 0.0032
2023-08-02 2023-06-30 13F Campbell Soup COM 134429109 33,100 0 0.00 2 0.00 0.0033
2023-05-02 2023-03-31 13F Campbell Soup COM 134429109 33,100 21,200 178.15 2 0.0041
2023-02-08 2022-12-31 13F Campbell Soup COM 134429109 11,900 11,900 1 0.0015
2020-02-10 2019-12-31 13F Campbell Soup COM 134429109 0 -366,100 -100.00 0 -100.00
2019-11-07 2019-09-30 13F Campbell Soup COM 134429109 366,100 366,100 17,177 0.0284
2019-05-07 2019-03-31 13F Campbell Soup COM 134429109 0 -1,039,200 -100.00 0 -100.00
2019-02-05 2018-12-31 13F Campbell Soup COM 134429109 1,039,200 -249,810 -19.38 34,283 -27.39 0.0609
2018-11-06 2018-09-30 13F Campbell Soup COM 134429109 1,289,010 -1,056,190 -45.04 47,216 -50.34 0.0706
2018-08-08 2018-06-30 13F Campbell Soup COM 134429109 2,345,200 -17,500 -0.74 95,074 -7.09 0.1487
2018-05-04 2018-03-31 13F Campbell Soup COM 134429109 2,362,700 -732,493 -23.67 102,328 -31.28 0.1625
2018-01-31 2017-12-31 13F Campbell Soup COM 134429109 3,095,193 2,114,693 215.67 148,909 224.37 0.2350
2017-11-13 2017-09-30 13F Campbell Soup COM 134429109 980,500 297,900 43.64 45,907 28.96 0.0757
2017-08-09 2017-06-30 13F Campbell Soup COM 134429109 682,600 682,600 35,597 0.0634
2016-11-07 2016-09-30 13F Campbell Soup COM 134429109 0 -12,587 -100.00 0 -100.00
2016-08-05 2016-06-30 13F Campbell Soup COM 134429109 12,587 12,587 837 0.0017
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.