UNFI
United Natural Foods Inc
2 super-investors hold UNFI worth a combined $9M. The largest position: Bill Miller at 0.1% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 18 — ranked #675 of 724 scored stocks.
Why super-investors own UNFI
Interest in UNFI within this cohort is minimal and fading. Only two super-investors hold the stock — Joel Greenblatt at a negligible slice of his portfolio and Bill Miller at 0.1%, a position worth just $236,565 — and Miller trimmed his stake in 2026Q1. Combined cohort exposure is $9M, which is modest even by small-cap standards. The owner count has held at one for eight consecutive quarters before Greenblatt's position registered, suggesting no meaningful accumulation trend. With no new positions, no additions, and an active trim from the highest-conviction holder, the cohort's posture toward UNFI is best characterized as indifferent at best and quietly retreating at worst.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2024Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | <0.1% | 38q | $9M | 192,214 |
| 2 | Bill Miller | 0.1% | 8q | $237K | 5,250 |
Owners of UNFI also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bill Miller | TRIM | 0.1% | -58% | $237K | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 911163103. Not investment advice.