Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
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 31,418 0.01 $22.27 $699,679 SEC
2025   Q4 31,418 0.01 Reduce 60.66% 0.02 $25.62–32.04 · VW $28.55i $875,620 SEC
2025   Q3 79,868 0.03 Reduce 40.20% 0.02 $29.69–34.17 · VW $31.33i $2,522,231 SEC
2025   Q2 133,568 0.05 Add 0.75% <0.01 $29.39–36.27 · VW $32.53i $4,093,859 SEC
2025   Q1 132,568 0.06 Add 2.43% <0.01 $35.35–43.85 · VW $38.55i $5,292,115 SEC
2024   Q4 129,428 0.05 Add 3.52% <0.01 $37.61–47.25 · VW $41.21i $5,420,445 SEC
2024   Q3 125,028 0.05 Add 3.48% <0.01 $46.39–52.81 · VW $48.62i $6,116,370 SEC
2024   Q2 120,828 0.04 $45.19 $5,460,217 SEC
2024   Q1 120,828 0.04 Add 16.84% <0.01 $40.26–45.95 · VW $43.97i $5,370,805 SEC
2023   Q4 103,410 0.03 Add 24.88% <0.01 $39.65–45.61 · VW $43.30i $4,470,414 SEC
2023   Q3 82,810 0.03 Add 56.87% 0.01 $37.94–46.65 · VW $41.67i $3,401,835 SEC
2023   Q2 52,790 0.02 Reduce 3.10% <0.01 $44.76–55.05 · VW $48.54i $2,413,031 SEC
2023   Q1 54,480 0.02 Reduce 10.82% <0.01 $49.85–56.04 · VW $53.40i $2,963,712 SEC
2022   Q4 61,090 0.03 Reduce 9.29% <0.01 $47.56–57.78 · VW $52.42i $3,466,858 SEC
2022   Q3 67,350 0.03 $47.13 $3,174,000 SEC
2022   Q2 67,350 0.03 $48.05 $3,236,000 SEC
2022   Q1 67,350 0.02 Add 9.64% <0.01 $41.73–48.32 · VW $45.76i $3,002,000 SEC
2021   Q4 61,430 0.02 Add 7.43% <0.01 $39.85–46.77 · VW $43.58i $2,670,000 SEC
2021   Q3 57,180 0.02 Add 21.09% <0.01 $39.76–44.30 · VW $41.34i $2,391,000 SEC
2021   Q2 47,220 0.02 $45.60 $2,153,000 SEC
2021   Q1 47,220 0.02 Add 4.96% <0.01 $44.90–52.23 · VW $48.29i $2,374,000 SEC
2020   Q4 44,990 0.02 Add 27.56% <0.01 $44.85–53.77 · VW $48.91i $2,175,000 SEC
2020   Q3 35,270 0.02 Add 51.05% <0.01 $44.53–54.08 · VW $48.43i $1,706,000 SEC
2020   Q2 23,350 0.01 Add 27.46% <0.01 $46.68–53.92 · VW $50.06i $1,159,000 SEC
2020   Q1 18,320 0.01 Reduce 20.28% <0.01 $40.70–57.54 · VW $49.41i $846,000 SEC
2019   Q4 22,980 0.01 Add 24.69% <0.01 $45.85–49.56 · VW $47.93i $1,136,000 SEC
2019   Q3 18,430 0.01 Add 23.11% <0.01 $40.61–48.38 · VW $45.10i $865,000 SEC
2019   Q2 14,970 0.01 $40.08 $600,000 SEC
2019   Q1 14,970 0.01 $38.14 $571,000 SEC
2018   Q4 14,970 0.01 $33.00 $494,000 SEC
2018   Q3 14,970 0.01 $36.61 $548,000 SEC
2018   Q2 14,970 0.01 $40.55 $607,000 SEC
2018   Q1 14,970 0.01 Add 4.69% <0.01 $39.79–48.10 · VW $42.89i $648,000 SEC
2017   Q4 14,300 0.01 $48.11 $688,000 SEC
2017   Q3 14,300 0.01 $46.85 $670,000 SEC
2017   Q2 14,300 0.01 Add 65.32% <0.01 $50.62–59.14 · VW $54.20i $746,000 SEC
2017   Q1 8,650 0.01 Add 14.87% <0.01 $56.05–64.23 · VW $59.27i $495,000 SEC
2016   Q4 7,530 0.01 Reduce 2.33% <0.01 $52.59–63.50 · VW $59.44i $455,000 SEC
2016   Q3 7,710 0.01 Buy 0.01 $52.74–62.30 · VW $56.46i $422,000 SEC
2016   Q1 0 0.00 Sell 100.00% 0.01 $54.97–65.48 · VW $60.72i SEC
2015   Q4 8,220 0.01 Reduce 9.07% <0.01 $47.77–56.63 · VW $53.60i $432,000 SEC
2015   Q3 9,040 0.01 Reduce 16.68% <0.01 $45.23–52.37 · VW $49.46i $458,000 SEC
2015   Q2 10,850 0.01 Buy 0.01 $44.76–49.54 · VW $47.87i $517,000 SEC
2014   Q4 0 0.00 Sell 100.00% 0.01 $42.70–47.45 · VW $45.30i SEC
2014   Q3 11,280 0.01 Buy 0.01 $41.15–45.12 · VW $43.48i $482,000 SEC
2014   Q1 0 0.00 Sell 100.00% <0.01 $39.60–46.02 · VW $43.70i SEC
2013   Q4 7,990 <0.01 Add 30.13% <0.01 $38.30–43.70 · VW $41.07i $346,000 SEC
2013   Q3 6,140 <0.01 Reduce 46.35% <0.01 $39.87–48.08 · VW $43.51i $250,000 SEC
2013   Q2 11,445 0.01 Add 87.01% <0.01 $42.32–48.83 · VW $45.98i $513,000 SEC
2013   Q1 6,120 <0.01 Buy <0.01 $36.49–46.85 · VW $43.25i $277,000 SEC
2012   Q3 0 0.00 Sell 100.00% <0.01 $32.24–36.28 · VW $34.60i SEC
2012   Q2 11,210 <0.01 Reduce 12.35% <0.01 $31.32–34.58 · VW $33.00i $374,000 SEC
2012   Q1 12,790 <0.01 Reduce 8.32% <0.01 $31.34–34.04 · VW $33.07i $432,000 SEC
2011   Q4 13,950 <0.01 Buy <0.01 $31.22–34.12 · VW $32.35i $463,000 SEC
2011   Q3 0 0.00 Sell 100.00% <0.01 $29.69–34.00 · VW $32.31i SEC
2011   Q2 13,050 <0.01 Add 25.12% <0.01 $32.80–35.66 · VW $33.84i $450,000 SEC
2011   Q1 10,430 <0.01 Buy <0.01 $32.66–35.00 · VW $33.75i $345,000 SEC
Price snapshot:
Current price$22.15
Avg. buy price$44.68
+/- since buy-50.42%
52-week low$19.23
52-week high$32.13