Mark Hillman - Hillman Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    56
Portfolio value:    $144,004,744
Holdings Activity Buys Sells    History
Holding/activity history for  The Campbell's Co. (CPB)
← All CPB superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 166,178 2.57 Add 18.12% 0.39 $19.76–29.99 · VW $23.51i $3,700,784 SEC
2025   Q4 140,684 2.47 Reduce 18.70% 0.59 $25.62–32.04 · VW $28.55i $3,920,863 SEC
2025   Q3 173,034 3.18 Add 83.67% 1.45 $29.69–34.17 · VW $31.33i $5,464,414 SEC
2025   Q2 94,210 1.58 Reduce 9.21% 0.19 $29.39–36.27 · VW $32.53i $2,887,537 SEC
2025   Q1 103,772 2.04 Reduce 26.58% 0.58 $35.35–43.85 · VW $38.55i $4,142,578 SEC
2024   Q4 141,340 2.20 Reduce 1.85% 0.04 $37.61–47.25 · VW $41.21i $5,919,319 SEC
2024   Q3 144,006 2.42 $48.92 $7,044,774 SEC
2024   Q2 144,006 2.30 Reduce 0.55% 0.01 $41.97–48.63 · VW $45.82i $6,507,631 SEC
2024   Q1 144,803 2.07 Buy 2.07 $40.26–45.95 · VW $43.97i $6,436,493 SEC
2020   Q1 0 0.00 Sell 100.00% 0.24 $40.70–57.54 · VW $49.41i SEC
2019   Q4 6,973 0.24 Buy 0.24 $45.85–49.56 · VW $47.93i $345,000 SEC
2013   Q3 0 0.00 Sell 100.00% 1.26 $39.87–48.08 · VW $43.51i SEC
2013   Q2 18,995 1.26 Buy 1.26 $42.32–48.83 · VW $45.98i $907,000 SEC
2013   Q1 0 0.00 Sell 100.00% 0.61 $36.49–46.85 · VW $43.25i SEC
2012   Q4 6,285 0.61 Reduce 0.22% <0.01 $34.30–37.16 · VW $36.06i $233,000 SEC
2012   Q3 6,299 0.51 Reduce 1.45% <0.01 $32.24–36.28 · VW $34.60i $222,000 SEC
2012   Q2 6,392 0.38 Reduce 57.30% 0.25 $31.32–34.58 · VW $33.00i $213,000 SEC
2012   Q1 14,971 0.43 Reduce 67.08% 0.69 $31.34–34.04 · VW $33.07i $507,000 SEC
2011   Q4 45,471 1.03 Add 0.52% <0.01 $31.22–34.12 · VW $32.35i $1,511,000 SEC
2011   Q3 45,234 0.41 Reduce 0.23% <0.01 $29.69–34.00 · VW $32.31i $1,508,000 SEC
2011   Q2 45,340 0.38 Add 10.03% 0.04 $32.80–35.66 · VW $33.84i $1,566,000 SEC
2011   Q1 41,208 0.33 Reduce 23.31% 0.12 $32.66–35.00 · VW $33.75i $1,364,397 SEC
2010   Q4 53,733 0.53 Reduce 1.16% <0.01 $33.44–36.99 · VW $34.86i $1,867,222 SEC
2010   Q3 54,366 0.56 Reduce 4.93% 0.03 $35.32–37.59 · VW $36.39i $1,943,585 SEC
2010   Q2 57,184 0.62 Reduce 0.09% <0.01 $34.18–37.50 · VW $35.86i $2,049,000 SEC
2010   Q1 57,234 0.50 Add 21.69% 0.09 $32.18–36.25 · VW $34.76i $2,023,000 SEC
2009   Q4 47,034 0.43 Reduce 0.04% <0.01 $30.96–35.80 · VW $33.29i $1,590,000 SEC
2009   Q3 47,055 0.49 Add 5.08% 0.02 $29.81–33.98 · VW $31.85i $1,535,000 SEC
2009   Q2 44,780 0.48 Buy 0.48 $25.39–31.47 · VW $29.30i $1,317,000 SEC
2008   Q4 0 0.00 Sell 100.00% 0.28 $27.35–39.44 · VW $32.39i SEC
2008   Q3 32,894 0.28 Reduce 15.92% 0.03 $32.45–40.85 · VW $37.08i $1,270,000 SEC
2008   Q2 39,122 0.18 Reduce 10.59% 0.01 $32.14–37.24 · VW $35.25i $1,309,000 SEC
2008   Q1 43,756 0.14 Reduce 4.19% <0.01 $30.83–35.55 · VW $33.73i $1,486,000 SEC
2007   Q4 45,668 0.13 Reduce 16.16% 0.05 $30.19–37.79 · VW $33.18i $1,632,000 SEC
2007   Q3 54,472 0.30 Reduce 9.97% 0.03 $34.70–38.59 · VW $36.76i $2,015,000 SEC
2007   Q2 60,501 0.34 Add 5.45% 0.02 $36.83–40.87 · VW $38.18i $2,348,000 SEC
2007   Q1 57,373 0.36 Add 3.17% 0.01 $38.27–42.65 · VW $40.01i $2,234,678 SEC
2006   Q4 55,609 0.39 Add 1.10% <0.01 $36.80–39.98 · VW $38.42i $2,163,000 SEC
2006   Q3 55,002 0.36 Reduce 1.53% <0.01 $35.55–38.49 · VW $37.14i $2,008,000 SEC
2006   Q2 55,855 0.41 Add 11.00% 0.04 $32.12–38.02 · VW $35.61i $2,073,000 SEC
2006   Q1 50,322 0.38 Add 0.51% <0.01 $28.88–32.74 · VW $31.25i $1,630,000 SEC
2005   Q4 50,067 0.46 Add 16.25% 0.06 $28.30–31.30 · VW $29.84i $1,490,000 SEC
2005   Q3 43,067 0.53 Add 13.02% 0.06 $28.29–31.46 · VW $29.62i $1,281,000 SEC
2005   Q2 38,107 0.53 Add 1.57% <0.01 $29.53–31.60 · VW $30.66i $1,173,000 SEC
2005   Q1 37,517 0.98 Add 3.68% 0.03 $27.35–29.74 · VW $28.94i $1,089,000 SEC
2004   Q4 36,187 1.04 $29.90 $1,082,000 SEC
Price snapshot:
Current price$22.15
Avg. buy price$36.08
+/- since buy-38.62%
52-week low$19.23
52-week high$32.13