NYSE · Consumer Staples

ALBERTSONS COS INC ACI

Albertsons Companies, Inc., through its subsidiaries, operates in the food and drug retail industry in the United States. The company’s food and drug retail stores offer grocery products, general merchandise, health and beauty care products, pharmacy, vaccines, fuel, and other items and services.

Food Chains

Company profile

Business mix

  • The company’s food and drug retail stores offer grocery products, general merchandise, health and beauty care products, pharmacy, vaccines, fuel, and other items and services.
  • It also operates stores under various banners, including Albertsons, Safeway, Vons, Pavilions, Randalls, Tom Thumb, Carrs, Jewel-Osco, ACME, Shaw's, Star Market, United Supermarkets, Market Street, Haggen, Kings Food Markets.
  • Albertsons Companies, Inc. was founded in 1860 and is headquartered in Boise, Idaho.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in grocery stores?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 41.03 FCF 6.52% Buyback 6.27%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Southeastern Asset Management Mason Hawkins 6.2% $126.4M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $46.7M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +44.4% +2,738,524 / 6,170,515
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 56.9% 13F value change +$10.4M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -13.9% 13F value change -$4.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,102,340 Last 4 periods +386,898 (+35.1%) Total shares 1,489,238 Value $25.4M
Southeastern Asset Management Mason Hawkins 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -31.7% 13F value change -$37.0M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 42.8% 13F value change +$12.1M
13F 2025-12-31 Filed 2026-02-13
Major increase Shares 24.7% 13F value change +$19.3M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 20.3% 13F value change +$20.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 5,068,175 Last 4 periods +2,351,626 (+46.4%) Total shares 7,419,801 Value $126.4M

Recent mentions

No public mentions.