Institutional Ownership

PERFORMANCE FOOD GROUP (PFGC) Institutional Ownership & Top Holders

The most recent SEC Form 13F filings (Q1 2026) show 6 hedge funds and institutional investors holding a combined 11.8M shares of PERFORMANCE FOOD GROUP (PFGC), valued at $1.0B. The median portfolio weight is 3.9%.

Quarterly institutional ownership changes in PFGC show net buying, with the combined position increasing by 5.3M shares (82.4%) from the previous quarter.

Among 13F filers, the funds with the highest portfolio allocation to PFGC are Eminence Capital (7.3% of its 13F portfolio), Sachem Head Capital (6.9%), and Sunriver Management (5.0%). In Q1 2026, Eminence Capital made the largest position increase (+3.5%), while UTIMCO - The University of Texas made the largest reduction (-0.1%).

Top 6 Institutional Holders in PERFORMANCE FOOD GROUP (PFGC), Ranked by Portfolio Weight

Based on the latest SEC Form 13F filings (Q1 2026).

# Fund Shares Market Value Portfolio Weight
1 Eminence Capital 3,719,411 $318.6M 7.3%
2 Sachem Head Capital 3,350,000 $287.0M 6.9%
3 Sunriver Management 345,211 $29.6M 5.0%
4 Lone Pine 3,978,158 $340.8M 2.7%
5 FERNBRIDGE 400,573 $34.3M 2.2%
6 First Eagle Investment Management 9,000 $771K 0.0%
Latest
  • 6
    Institutional investors
  • 11,802,353
    Shares held (disclosed)
  • $1.0B
    13F market value
  • 3.9%
    Median portfolio weight

Ownership History

Quarter-by-quarter share count, market value, and portfolio conviction weight (up to 5 of the heaviest weight-by-portfolio funds) of PFGC. Sourced from 13F filings; reflects long equity positions only.

Quarter-over-Quarter ActivityQ1 2026

The biggest weight-increase and weight-decrease changes among funds that hold PFGC. Deltas compare the selected filing to the previous reporting quarter.

Top buyers

Top sellers

Ownership Statistics

Funds holding
6
Median weight
3.9%
Largest holder
Eminence Capital · 7.3%
Smallest holder
First Eagle Investment Management · 0.0%
Shares held
11,802,353 (+5,333,460)

All Institutional HoldersSortable · searchable

All institutional investors (Max 50) holding PFGC in the selected quarter. Click a fund name to drill into its full 13F portfolio.

6 of 6 institutional investors
1Eminence Capital3,719,411$318.6M7.3%
2Sachem Head Capital3,350,000$287.0M6.9%
3Sunriver Management345,211$29.6M5.0%
4Lone Pine3,978,158$340.8M2.7%
5FERNBRIDGE400,573$34.3M2.2%
6First Eagle Investment Management9,000$770.9K0.0%

Institutional Investor Count Over Time

Number of institutional investors disclosing a long position in PERFORMANCE FOOD GROUP CO (PFGC) each reporting quarter. Sourced from SEC Form 13F-HR filings.

Methodology & FAQ

Methodology: How We Track PFGC Institutional Holdings

Our data is systematically aggregated directly from quarterly Form 13F-HR disclosures submitted to the U.S. Securities and Exchange Commission (SEC).

  • Who Must File (Reporting Threshold): This dataset includes filings from U.S. institutional investment managers, hedge funds, mutual funds, university endowments, and family offices managing at least $100 million in Section 13(f) securities (including equities, options, convertibles, ETFs, and warrants).
  • What is Included (Data Scope): We capture long positions in Section 13(f) securities for PERFORMANCE FOOD GROUP CO (PFGC). By SEC regulation, 13F filings do not require the disclosure of short positions, non-U.S. holdings, or OTC derivatives. Listed options are excluded from portfolio weight calculations to ensure comparability across filers.
  • Portfolio Weight Explained (Metric Definition): “Portfolio Weight” shows how much of a fund's total reported 13F portfolio value (excluding listed options) is allocated to PFGC on the specific reporting date.
  • How to Use This Data (Interpretation): Quarter-over-quarter changes in shares and portfolio weight reflect a combination of active trading and market price movements. These are descriptive metrics of fund allocation, not explicit buy or sell signals.
How do you measure hedge fund conviction and institutional concentration in PFGC?

We evaluate fund conviction by looking at portfolio weight rather than just absolute share count. By tracking how the largest holders —such as Eminence Capital , Sachem Head Capital , and Sunriver Management as of Q1 2026 change their position sizing quarter-over-quarter, we help investors distinguish between deliberate position sizing changes and passive mark-to-market drift.

Does the PFGC ownership data include short interest or options?

SEC Form 13F mandates the disclosure of long positions in Section 13(f) securities, which includes equities and listed options (put and call contracts), but excludes short interest, swaps, and OTC derivatives by regulatory design. On this platform, listed options are excluded from portfolio weight calculations to ensure comparability across filers.

Are family offices and university endowments included in this PFGC data?

Yes. In addition to traditional hedge funds and large asset managers, any institutional entity exercising investment discretion over at least $100 million in Section 13(f) securities must file a Form 13F. This explicitly includes single-family offices and university endowments. If a qualifying family office or endowment holds PFGC stock, their allocation is systematically aggregated alongside traditional fund data.

When is the institutional ownership data updated, and is there a reporting lag?

Institutional investment managers are required to file their Form 13F within 45 days after the end of a calendar quarter (the standard “T+45” window). Our platform re-ingests new filings from the SEC EDGAR database on a nightly cycle, typically within 24–48 hours of publication, providing a point-in-time snapshot of reported consensus positioning for PFGC as of each filing date.