Conagra Brands INC.

• SS Sound Shore Management June 30, 2023 ↗ Sound Shore Fund credited Oracle, Applied Materials, Lennar and Cardinal Health for gains, arguing that cloud investment, semiconductor-equipment demand, housing scarcity and operational turnarounds support further value creation. It retained healthcare holdings despite inventory normalization and backed Organon and Conagra Brands on cash generation, pricing and longer-term growth drivers. second quarter 2023 AMAT $310BCAG $6.6BCAH $58B +3

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