Lee Ainslie's PFGC Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 1.26 M shares of Performance Food Group Company (PFGC) worth $140.99 M, representing 1.25% of the portfolio. First purchased in 2020-Q3, this short-term holding has been held for 5 quarters.
Based on 13F filings, Lee Ainslie has maintained this position in PFGC for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2026, adding 1.26 M shares. Largest reduction occurred in Q2 2024, reducing 4,456 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Performance Food Group Company (PFGC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Performance Food Group Company (PFGC) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +1.26 M | New Buy | 1.26 M | $111.79 |
| Q2 2024 | -4,456 | Sold Out | 0 | $0.00 |
| Q1 2024 | +4,456 | New Buy | 4,456 | $74.64 |
| Q4 2020 | -1,986 | Sold Out | 0 | $0.00 |
| Q3 2020 | +1,986 | New Buy | 1,986 | $34.74 |
Lee Ainslie's Performance Food Group Company Investment FAQs
Lee Ainslie first purchased Performance Food Group Company (PFGC) in Q3 2020, acquiring 1,986 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held Performance Food Group Company (PFGC) for 5 quarters since Q3 2020.
Lee Ainslie's largest addition to Performance Food Group Company (PFGC) was in Q2 2026, adding 1,261,179 shares worth $140.99 M.
According to the latest 13F filing for Q2 2026, Lee Ainslie's firm, Maverick Capital LTD, owns 1,261,179 shares of Performance Food Group Company (PFGC), valued at approximately $140.99 M.
As of the Q2 2026 filing, Performance Food Group Company (PFGC) represents approximately 1.25% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Performance Food Group Company (PFGC) was 1,261,179 shares, as reported at the end of Q2 2026.