The Campbell's Company
MX ˙ BMV ˙ US1344291091
SecurityMX:CPB / The Campbell's Company
InstitutionSicart Associates LLC
Latest Disclosed Ownership15,610 shares
Latest Disclosed Value $ 347,635
Sicart Associates LLC ownership in CPB / The Campbell's Company

On April 21, 2026 - Sicart Associates LLC filed a 13F-HR form disclosing ownership of 15,610 shares of The Campbell's Company (MX:CPB) valued at $347,635 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 15,610 shares of The Campbell's Company. This represents a change in shares of 0.00% 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)
2026-04-21 2026-03-31 13F THE CAMPBELLS COM 134429109 15,610 0 0.00 348 -20.23 0.0893
2026-01-14 2025-12-31 13F THE CAMPBELLS COM 134429109 15,610 -41,390 -72.61 435 -75.83 0.1154
2025-10-07 2025-09-30 13F THE CAMPBELLS COM 134429109 57,000 -7,000 -10.94 1,800 -8.21 0.4877
2025-07-18 2025-06-30 13F THE CAMPBELLS COM 134429109 64,000 -550 -0.85 1,962 -23.87 0.6863
2025-04-25 2025-03-31 13F THE CAMPBELLS COM 134429109 64,550 -90 -0.14 2,577 -4.84 0.8912
2025-01-15 2024-12-31 13F THE CAMPBELLS COM 134429109 64,640 -10,070 -13.48 2,707 -25.92 0.9683
2024-10-25 2024-09-30 13F CAMPBELL SOUP COM 134429109 74,710 0 0.00 3,655 8.23 1.2835
2024-08-05 2024-06-30 13F CAMPBELL SOUP COM 134429109 74,710 -1,720 -2.25 3,376 -0.62 1.2957
2024-05-03 2024-03-31 13F CAMPBELL SOUP COM 134429109 76,430 -2,745 -3.47 3,397 -0.73 1.2444
2024-01-19 2023-12-31 13F CAMPBELL SOUP COM 134429109 79,175 -3,900 -4.69 3,423 0.29 1.3090
2023-10-26 2023-09-30 13F CAMPBELL SOUP COM 134429109 83,075 2,275 2.82 3,413 -7.61 1.3384
2023-07-28 2023-06-30 13F CAMPBELL SOUP COM 134429109 80,800 -2,800 -3.35 3,693 -19.65 1.4345
2023-05-09 2023-03-31 13F CAMPBELL SOUP COM 134429109 83,600 -7,770 -8.50 4,596 -11.36 1.7873
2023-01-27 2022-12-31 13F CAMPBELL SOUP COM 134429109 91,370 -5,060 -5.25 5,185 14.11 1.8281
2022-11-02 2022-09-30 13F CAMPBELL SOUP COM 134429109 96,430 -20,450 -17.50 4,544 -19.09 1.6114
2022-08-05 2022-06-30 13F CAMPBELL SOUP COM 134429109 116,880 500 0.43 5,616 8.27 1.7480
2022-05-06 2022-03-31 13F CAMPBELL SOUP COM 134429109 116,380 -31,390 -21.24 5,187 -18.65 1.3421
2022-01-31 2021-12-31 13F CAMPBELL SOUP COM 134429109 147,770 2,130 1.46 6,376 4.71 1.6641
2021-10-22 2021-09-30 13F CAMPBELL SOUP COM 134429109 145,640 -8,330 -5.41 6,089 -13.25 1.6593
2021-07-23 2021-06-30 13F CAMPBELL SOUP COM 134429109 153,970 153,970 7,019 1.6710
2020-07-30 2020-06-30 13F CAMPBELL SOUP COM 134429109 0 -128,215 -100.00 0 -100.00
2020-04-22 2020-03-31 13F CAMPBELL SOUP COM 134429109 128,215 -8,595 -6.28 5,918 -12.47 2.2530
2020-01-30 2019-12-31 13F CAMPBELL SOUP COM 134429109 136,810 -1,950 -1.41 6,761 3.84 2.2524
2019-10-21 2019-09-30 13F CAMPBELL SOUP COM 134429109 138,760 50 0.04 6,511 17.15 2.1372
2019-07-23 2019-06-30 13F CAMPBELL SOUP COM 134429109 138,710 -6,280 -4.33 5,558 0.54 2.2586
2019-05-01 2019-03-31 13F CAMPBELL SOUP COM 134429109 144,990 80 0.06 5,528 15.62 2.3358
2019-01-22 2018-12-31 13F CAMPBELL SOUP COM 134429109 144,910 20,750 16.71 4,781 5.12 2.3137
2018-10-19 2018-09-30 13F CAMPBELL SOUP COM 134429109 124,160 390 0.32 4,548 -9.37 2.1815
2018-07-19 2018-06-30 13F CAMPBELL SOUP COM 134429109 123,770 107,270 650.12 5,018 601.82 2.6310
2018-04-12 2018-03-31 13F CAMPBELL SOUP COM 134429109 16,500 0 0.00 715 -9.95 0.4271
2018-01-17 2017-12-31 13F CAMPBELL SOUP COM 134429109 16,500 6,500 65.00 794 69.66 0.4192
2017-11-06 2017-09-30 13F CAMPBELL SOUP COM 134429109 10,000 0 0.00 468 -10.17 0.3347
2017-08-04 2017-06-30 13F CAMPBELL SOUP COM 134429109 10,000 0 0.00 521 -8.92 0.3786
2017-04-10 2017-03-31 13F CAMPBELL SOUP COM 134429109 10,000 0 0.00 572 -5.45 0.4133
2017-02-07 2016-12-31 13F CAMPBELL SOUP COM 134429109 10,000 10,000 605 0.4176
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.