3 tracked superinvestors hold PERFORMANCE FOOD GROUP CO (PFGC), worth $919M combined, led by Stephen Mandel. Smart money is accumulating PFGC as of the latest 13F filings.
Current price
$98.63
-6.3%
1Y
Performance Food Group Company, through its subsidiaries, engages in the marketing and distribution of food and food-related products in North America. It operates through three segments: Foodservice, Convenience, and Specialty. The company offers beef, pork, poultry, and seafood; frozen food and refrigerated products; dry groceries comprising cleaning and kitchen supplies and disposables; candy,…
Market cap
$13.9B
P/E
40.13
Div yield
0.0%
Revenue YoY
7.2%
Analyst target
$127
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
3
tracked 13F / N-PORT funds
Combined value
$919M
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
+3
3 buying · 0 selling
Smart money is net accumulating PFGC: 3 funds added or opened versus 0 trimming. 1 opened a brand-new position.
PERFORMANCE FOOD GROUP CO (PFGC) is held by 3 tracked funds worth $919M combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Stephen Mandel at 4% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Daniel Loeb), with 2 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 4% | $654M | |
| Added | 0.8% | $190M | |
| New buy | 1.7% | $75M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
3 insiders filed SEC Form 144 for $3M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Donald S Bulmer | Officer | 10,535 | $1M | 2026-08-24 |
| Brent King | Officer | 8,023 | $829K | 2026-08-20 |
| Erika Davis | Officer | 8,008 | $828K | 2026-08-20 |
Which superinvestors own PFGC?
3 tracked funds hold PERFORMANCE FOOD GROUP CO (PFGC), the largest being Stephen Mandel (Lone Pine Capital) at 4% of its 13F portfolio. 2 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling PFGC?
In the most recent 13F quarter, 3 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 $919M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 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.