Cal-Maine Foods (CALM) reported a fiscal first-quarter net loss attributable to the company of $58.6 million, or $1.26 per diluted share, for the 13 weeks ended August 29, 2026. Net sales fell 41.5% year over year to $539.6 million.
The company cited an abundantly supplied egg market and lower conventional shell egg pricing. It said Specialty Shell Eggs and Prepared Foods represented 54.1% of net sales during the quarter.
- Operating loss was $82.2 million, compared with operating income of $249.2 million a year earlier.
- Conventional Shell Eggs sales were $201.7 million, with average selling price per dozen down 59.3% and volume down 0.7%.
- Specialty Shell Eggs sales totaled $236.9 million; Prepared Foods sales were $63.0 million.
- Cal-Maine repurchased 66,601 shares for $5.0 million during the quarter and had $315.7 million remaining under its authorization.
- The company said it will not pay a cash dividend for the fiscal first quarter.
$CALM Hedge Fund Activity
We have seen 235 institutional investors add shares of $CALM stock to their portfolio, and 202 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 743,541 shares (+inf%) to their portfolio in Q2 2026, for an estimated $59,899,662
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 703,440 shares (+4234.8%) to their portfolio in Q2 2026, for an estimated $56,669,126
- AMERICAN CENTURY COMPANIES INC added 511,602 shares (+25.5%) to their portfolio in Q2 2026, for an estimated $41,214,657
- BANK OF AMERICA CORP /DE/ removed 340,014 shares (-67.3%) from their portfolio in Q2 2026, for an estimated $27,391,527
- PACER ADVISORS, INC. added 330,975 shares (+inf%) to their portfolio in Q2 2026, for an estimated $26,663,346
- CITIGROUP INC added 323,465 shares (+2459.2%) to their portfolio in Q2 2026, for an estimated $26,058,340
- MAN GROUP PLC removed 321,906 shares (-70.4%) from their portfolio in Q2 2026, for an estimated $25,932,747
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
