The Campbell's Company
MX ˙ BMV ˙ US1344291091
SecurityMX:CPB / The Campbell's Company
InstitutionGotham Asset Management, LLC
ManagerJoel Greenblatt
Latest Disclosed Ownership456,433 shares
Latest Disclosed Value $ 10,164,763
Gotham Asset Management, LLC reports 14.34% increase in ownership of CPB / The Campbell's Company

On May 15, 2026 - Gotham Asset Management, LLC filed a 13F-HR form disclosing ownership of 456,433 shares of The Campbell's Company (MX:CPB) valued at $10,164,763 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 399,184 shares of The Campbell's Company. This represents a change in shares of 14.34% 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)
2026-05-15 2026-03-31 13F THE CAMPBELLS COM 134429109 456,433 57,249 14.34 10,165 -8.64 0.0311
2026-02-17 2025-12-31 13F THE CAMPBELLS COM 134429109 399,184 -126,800 -24.11 11,125 -33.02 0.0406
2025-11-14 2025-09-30 13F THE CAMPBELLS COM 134429109 525,984 142,011 36.98 16,611 41.15 0.0723
2025-08-14 2025-06-30 13F THE CAMPBELLS COM 134429109 383,973 284,708 286.82 11,769 197.02 0.0704
2025-05-15 2025-03-31 13F THE CAMPBELLS COM 134429109 99,265 83,537 531.14 3,963 502.13 0.0331
2025-02-14 2024-12-31 13F THE CAMPBELLS COM 134429109 15,728 10,062 177.59 659 137.55 0.0062
2024-11-14 2024-09-30 13F CAMPBELL SOUP COM 134429109 5,666 5,666 277 0.0029
2024-08-14 2024-06-30 13F CAMPBELL SOUP COM 134429109 0 -94,769 -100.00 0 -100.00
2024-05-15 2024-03-31 13F CAMPBELL SOUP COM 134429109 94,769 41,571 78.14 4,212 83.21 0.0636
2024-02-14 2023-12-31 13F CAMPBELL SOUP COM 134429109 53,198 -68,570 -56.31 2,300 -54.04 0.0427
2023-11-14 2023-09-30 13F CAMPBELL SOUP COM 134429109 121,768 -2,896 -2.32 5,002 -12.21 0.1033
2023-08-14 2023-06-30 13F CAMPBELL SOUP COM 134429109 124,664 9,348 8.11 5,698 -10.13 0.1239
2023-05-15 2023-03-31 13F CAMPBELL SOUP COM 134429109 115,316 45,397 64.93 6,340 59.82 0.1537
2023-02-14 2022-12-31 13F CAMPBELL SOUP COM 134429109 69,919 31,001 79.66 3,968 116.30 0.1117
2022-11-14 2022-09-30 13F CAMPBELL SOUP COM 134429109 38,918 -4,528 -10.42 1,834 -12.16 0.0549
2022-08-15 2022-06-30 13F CAMPBELL SOUP COM 134429109 43,446 11,521 36.09 2,088 46.73 0.0671
2022-05-16 2022-03-31 13F CAMPBELL SOUP COM 134429109 31,925 18,982 146.66 1,423 152.75 0.0441
2022-02-14 2021-12-31 13F CAMPBELL SOUP COM 134429109 12,943 -11,036 -46.02 563 -43.87 0.0182
2021-11-15 2021-09-30 13F CAMPBELL SOUP COM 134429109 23,979 -14,342 -37.43 1,003 -42.59 0.0407
2021-08-16 2021-06-30 13F CAMPBELL SOUP COM 134429109 38,321 -24,325 -38.83 1,747 -44.52 0.0740
2021-05-17 2021-03-31 13F CAMPBELL SOUP COM 134429109 62,646 -59,889 -48.88 3,149 -46.85 0.1405
2021-02-16 2020-12-31 13F CAMPBELL SOUP COM 134429109 122,535 30,387 32.98 5,925 32.94 0.1960
2020-11-16 2020-09-30 13F CAMPBELL SOUP COM 134429109 92,148 -170,075 -64.86 4,457 -65.75 0.1431
2020-08-13 2020-06-30 13F CAMPBELL SOUP COM 134429109 262,223 -176,297 -40.20 13,014 -35.71 0.3895
2020-05-15 2020-03-31 13F CAMPBELL SOUP COM 134429109 438,520 142,543 48.16 20,242 38.39 0.5621
2020-02-14 2019-12-31 13F CAMPBELL SOUP COM 134429109 295,977 131,707 80.18 14,627 89.76 0.2686
2019-11-14 2019-09-30 13F CAMPBELL SOUP COM 134429109 164,270 -201,657 -55.11 7,708 -47.43 0.1362
2019-08-14 2019-06-30 13F CAMPBELL SOUP COM 134429109 365,927 59,534 19.43 14,663 25.51 0.2340
2019-05-15 2019-03-31 13F CAMPBELL SOUP COM 134429109 306,393 284,817 1,320.06 11,683 1,540.87 0.1711
2019-02-14 2018-12-31 13F CAMPBELL SOUP COM 134429109 21,576 21,576 712 0.0111
2018-08-14 2018-06-30 13F CAMPBELL SOUP COM 134429109 0 -286,892 -100.00 0 -100.00
2018-05-15 2018-03-31 13F CAMPBELL SOUP COM 134429109 286,892 116,771 68.64 12,425 51.80 0.1738
2018-02-14 2017-12-31 13F CAMPBELL SOUP COM 134429109 170,121 -222,477 -56.67 8,185 -55.47 0.1189
2017-11-14 2017-09-30 13F CAMPBELL SOUP COM 134429109 392,598 -511,723 -56.59 18,381 -61.02 0.2699
2017-08-14 2017-06-30 13F CAMPBELL SOUP COM 134429109 904,321 262,698 40.94 47,160 28.41 0.6614
2017-05-15 2017-03-31 13F CAMPBELL SOUP COM 134429109 641,623 578,860 922.29 36,727 867.77 0.4663
2017-02-14 2016-12-31 13F CAMPBELL SOUP COM 134429109 62,763 -418,332 -86.95 3,795 -85.58 0.0489
2016-11-14 2016-09-30 13F CAMPBELL SOUP COM 134429109 481,095 -203,914 -29.77 26,316 -42.26 0.3427
2016-08-15 2016-06-30 13F CAMPBELL SOUP COM 134429109 685,009 285,871 71.62 45,574 79.00 0.5463
2016-05-16 2016-03-31 13F CAMPBELL SOUP COM 134429109 399,138 399,138 0.00 25,461 0.2854
2016-02-16 2015-12-31 13F CAMPBELL SOUP COM 134429109 0 -100,068 -100.00 0 -100.00
2015-11-16 2015-09-30 13F CAMPBELL SOUP COM 134429109 100,068 -663,884 -86.90 5,071 -86.07 0.0495
2015-08-14 2015-06-30 13F CAMPBELL SOUP COM 134429109 763,952 710,825 1,337.97 36,402 1,371.98 0.3044
2015-05-15 2015-03-31 13F CAMPBELL SOUP COM 134429109 53,127 -409,156 -88.51 2,473 -87.84 0.0189
2015-02-17 2014-12-31 13F CAMPBELL SOUP COM 134429109 462,283 405,414 712.89 20,340 737.04 0.1646
2014-11-14 2014-09-30 13F CAMPBELL SOUP COM 134429109 56,869 -228,801 -80.09 2,430 -81.43 0.0242
2014-08-14 2014-06-30 13F CAMPBELL SOUP COM 134429109 285,670 190,568 200.38 13,087 206.63 0.1638
2014-05-15 2014-03-31 13F CAMPBELL SOUP COM 134429109 95,102 95,102 4,268 0.0643
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.