2 tracked superinvestors hold PERFORMANCE FOOD GROUP CO (PFGC), worth $530M combined, led by Stephen Mandel. Smart money is accumulating PFGC as of the latest 13F filings.
Current price
$112.04
Performance Food Group Company, through its subsidiaries, markets and distributes food and food-related products in the United States. It operates through three segments: Foodservice, Vistar, and Convenience. The company offers a range of frozen foods, groceries, candy, snacks, beverages, cigarettes, and other tobacco products; beef, pork, poultry, and seafood; and health and beauty care…
Market cap
$13.9B
P/E
40.13
Div yield
—
Revenue YoY
—
Analyst target
—
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$530M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+2
2 buying · 0 selling
Smart money is net accumulating PFGC: 2 funds added or opened versus 0 trimming. 1 opened a brand-new position.
PERFORMANCE FOOD GROUP CO (PFGC) is held by 2 tracked funds worth $530M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Stephen Mandel at 2.7% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Stephen Mandel), with 1 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 2.7% | $341M | |
| Added | 0.8% | $190M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own PFGC?
2 tracked funds hold PERFORMANCE FOOD GROUP CO (PFGC), the largest being Stephen Mandel (Lone Pine Capital) at 2.7% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling PFGC?
In the most recent 13F quarter, 2 tracked funds added or opened PFGC and 0 trimmed it, including 1 brand-new position.
How much PFGC do tracked funds hold?
Combined disclosed long exposure to PFGC across tracked superinvestors is $530M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.