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Performance Food Group Company

PFGC Consumer Staples
$110.44 +$2.6 (2.96%)
Market Cap: $17.35 B
Gurus Holding
7
Popularity Rank
#1083
% of Shares Held
4.20%
Net Activity (Q1 2026)
+$235.84 M

Guru Ownership Trend

Guru Analysis for Performance Food Group Company (PFGC)

Performance Food Group Company (PFGC), a key player in the Consumer Staples sector, continues to attract institutional attention.

As of Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $728.26 M.

Top institutional holders include Steve Mandel and Steven Cohen.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $235.84 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 491.0%. Conversely, Joel Greenblatt reduced exposure by 43.1%.

Key Holders

Top 5 by Value

$340.77 M
$196.46 M
$15.77 M
$4.25 M
$4.17 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$356.31 M
Total Buy Value
New Buys 1
Additions 3
-$120.47 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
4

FAQs for Performance Food Group Company (PFGC)

Major holders include Steve Mandel ($340.77 M), Steven Cohen ($196.46 M), Paul Tudor Jones ($15.77 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 6.59 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $235.84 M, with 4 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited PFGC. The total reported sell value was $120.47 M.

Yes, 1 managers opened new positions in PFGC, and 3 increased their existing holdings. The total reported buy value was $356.31 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.72% New Buy 3,978,158 $340.77 M Q1 2026
0.25% Reduce -31.6% 2,293,544 $196.46 M Q1 2026
0.03% Add 491.0% 184,154 $15.77 M Q1 2026
0.01% Reduce -43.1% 49,579 $4.25 M Q1 2026
0.02% Add 133.3% 48,632 $4.17 M Q1 2026
0.00% Reduce -37.9% 31,108 $2.62 M Q1 2026
0.00% Add 7.1% 9,000 $770,940 Q1 2026
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