The Short Case for The Campbell’s Company (CPB)
Bristlemoon Capital, a global equities firm, released its “Bristlemoon Global Fund” third-quarter 2026 investor letter. The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 4,070,543 | $90,650,999 | +221% | 0.03% |
| 2. | Quantinno Capital Hoon Kim | 3,229,749 | $71,926,512 | +142% | 0.09% |
| 3. | Gotham Asset Management Joel Greenblatt | 1,829,112 | $40,734,324 | +301% | 0.09% |
| 4. | 1,038,900 | $23,136,303 | +7% | 0% | |
| 5. | 873,000 | $19,441,710 | +3% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $21.45 | 100 | $2,145.00 | 100 | 2026-06-09 | Filing | |
| $21.45 | 100 | $2,145.00 | 100 | 2026-06-09 | Filing | |
| $21.45 | 100 | $2,145.00 | 100 | 2026-06-09 | Filing | |
| $36.41 | 5,494 | $200,036.54 | 118,862 | 2018-10-02 | Filing | |
| $33.22 | 2,000 | $66,431.20 | 4,330 | 2018-06-06 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $26.51 | 2,700 | $71,578.35 | 25,264 | 2026-01-09 | Filing | |
| $28.15 | 11,550 | $325,074.75 | 43,777 | 2025-12-30 | Filing | |
| $40.03 | 2,498 | $99,999.94 | 37,590 | 2025-03-31 | Filing | |
| $41.90 | 2,000 | $83,805.40 | 16,551 | 2025-01-03 | Filing | |
| $46.88 | 4,000 | $187,527.60 | 18,551 | 2024-10-03 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 333,624 | $6,615,764 | 0.7% | |
| 2. | 147,962 | $2,934,086 | 0.03% | |
| 3. | 106,760 | $2,117,051 | 0% | |
| 4. | 95,177 | $1,843,587 | 0% | |
| 5. | 58,765 | $1,165,317 | 0.01% |