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 Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $929.56 M.
Top institutional holders include Steve Mandel and Lee Ainslie.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $231.49 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 767.1%. Conversely, Steven Cohen reduced exposure by 95.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Performance Food Group Company (PFGC)
Major holders include Steve Mandel ($654.28 M), Lee Ainslie ($140.99 M), Daniel Loeb ($75.46 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 8.67 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $231.49 M, with 7 managers increasing positions and 2 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 0 fully exited PFGC. The total reported sell value was $259.77 M.
Yes, 2 managers opened new positions in PFGC, and 5 increased their existing holdings. The total reported buy value was $491.26 M.
