Steve Mandel's PFGC Position Overview
Steve Mandel (via Lone Pine Capital LLC) currently holds 5.85 M shares of Performance Food Group Company (PFGC) worth $654.28 M, representing 4.00% of the portfolio. First purchased in 2026-Q1, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Steve Mandel has initiated a new position in PFGC, representing a fresh investment thesis on this company. Largest addition occurred in Q2 2026, adding 1.87 M shares.
Analysis based on 13F filings available since 2013 Q2
Steve Mandel'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 Steve Mandel
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +1.87 M | Add 47.12% | 5.85 M | $111.79 |
| Q1 2026 | +3.98 M | New Buy | 3.98 M | $85.66 |
Steve Mandel's Performance Food Group Company Investment FAQs
Steve Mandel first purchased Performance Food Group Company (PFGC) in Q1 2026, acquiring 3,978,158 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steve Mandel has held Performance Food Group Company (PFGC) for 2 quarters since Q1 2026.
Steve Mandel's largest addition to Performance Food Group Company (PFGC) was in Q1 2026, adding 3,978,158 shares worth $340.77 M.
According to the latest 13F filing for Q2 2026, Steve Mandel's firm, Lone Pine Capital LLC, owns 5,852,740 shares of Performance Food Group Company (PFGC), valued at approximately $654.28 M.
As of the Q2 2026 filing, Performance Food Group Company (PFGC) represents approximately 4.00% of Steve Mandel's publicly disclosed stock portfolio, making it one of their key holdings.
Steve Mandel's peak holding in Performance Food Group Company (PFGC) was 5,852,740 shares, as reported at the end of Q2 2026.