PFGC

Performance Food Group CO

5 super-investor ownerscombined $894Mlargest position 4.0%

1 NEW1 ADD

5 of the 83 super-investors we track hold PFGC, worth a combined $894M per their latest 13F filings. The largest position: Stephen Mandel at 4.0% of their portfolio. This quarter the cohort logged 2 buys and 0 sells on the name. Conviction score: 32 of 100 (how strongly the cohort backs it) — ranked #288 of 742 stocks. Conviction rising: 2 more super-investors hold it than in 2026Q1.

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Why super-investors own PFGC

PFGC is held by 5 super-investors in our cohort, with a combined position value of $894M. The highest-conviction owner is Stephen Mandel at 4.0% of their portfolio. Cohort ownership has grown from 2 to 5 over the last four quarters — net interest is rising. This quarter the cohort registered 1 new positions, 1 added.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 5

Peak: 5

Owners (5) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Stephen Mandel	4.0%	2q	$654M	5,852,740
2	Lee Ainslie	1.3%	3q	$141M	1,261,179
3	Daniel Loeb	1.6%	— 1q	$75M	675,000
4	Joel Greenblatt	<0.1%	40q	$22M	199,947
5	First Eagle Investment Management	<0.1%	18q	$1M	9,346