The Campbell's Company
MX ˙ BMV ˙ US1344291091
SecurityMX:CPB / The Campbell's Company
InstitutionOak Thistle LLC
Latest Disclosed Ownership33,379 shares
Latest Disclosed Value $ 743,350
Oak Thistle LLC reports 38.44% decrease in ownership of CPB / The Campbell's Company

On April 10, 2026 - Oak Thistle LLC filed a 13F-HR form disclosing ownership of 33,379 shares of The Campbell's Company (MX:CPB) valued at $743,350 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 54,220 shares of The Campbell's Company. This represents a change in shares of -38.44% 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)
2026-04-10 2026-03-31 13F THE CAMPBELLS COM 134429109 33,379 -20,841 -38.44 743 -50.83 0.0722
2026-01-21 2025-12-31 13F THE CAMPBELLS COM 134429109 54,220 -6,673 -10.96 1,511 -21.42 0.2099
2025-10-07 2025-09-30 13F THE CAMPBELLS COM 134429109 60,893 60,893 1,923 0.2931
2024-01-22 2023-12-31 13F CAMPBELL SOUP COM 134429109 0 -17,368 -100.00 0 -100.00
2023-10-18 2023-09-30 13F CAMPBELL SOUP COM 134429109 17,368 17,368 713 0.2108
2023-07-26 2023-06-30 13F CAMPBELL SOUP COM 134429109 0 -4,668 -100.00 0 -100.00
2023-04-27 2023-03-31 13F CAMPBELL SOUP COM 134429109 4,668 4,668 257 0.1514
2023-02-06 2022-12-31 13F CAMPBELL SOUP COM 134429109 0 -5,318 -100.00 0 -100.00
2022-10-17 2022-09-30 13F CAMPBELL SOUP COM 134429109 5,318 -171 -3.12 251 -4.92 0.9049
2022-08-01 2022-06-30 13F CAMPBELL SOUP COM 134429109 5,489 1,545 39.17 264 50.00 0.5099
2022-05-10 2022-03-31 13F CAMPBELL SOUP COM 134429109 3,944 3,944 176 0.0607
2022-05-10 2022-03-31 13F CAMPBELL SOUP COM 134429109 10,153 453
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.