Consumer Staples · owned by 2 fund managers
Who owns Performance Food (PFGC)?
2 of the 22 fund managers we track hold Performance Food, worth $730M combined as of Q2 2026. Stephen Mandel has the biggest bet at 4.0% of the portfolio.
Ownership summary
Fund manager owners
2 / 22
1 opened new positions
Combined value
$730M
At quarter-end prices
Biggest weight
4.0%
Stephen Mandel
Buyers / sellers
2 / 0
Changes in Q2 2026
Smart money take
Why it matters
When several investors with very different styles own the same company, it’s often worth a closer look. Performance Food appears in 2 of our 22 portfolios.
- Largest holder: Stephen Mandel (4.0% of portfolio)
- 2 managers bought or added this quarter
- 0 managers trimmed or sold out
- 1 congressional trade disclosed recently (0 buys, 1 sells)
- Company insiders in Q3 2026: no open-market buys, sold $15M
This is not a recommendation. Do your own research.
Fund managers who own PFGC
SEC 13F · Q2 2026| Investor | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Stephen Mandel Lone Pine Capital | 4.00% | Added | 5,852,740 | $654M |
| Daniel Loeb Third Point | 1.61% | New | 675,000 | $75M |
Congressional trades in PFGCAll politician trades
| Member | Type | Amount | Traded | Disclosed |
|---|---|---|---|---|
| D Josh Gottheimer House · NJ | Sell | $15,001 – $50,000 | 9 Apr 2026 | 19 May 2026 |
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