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NYSE · Consumer Discretionary

PERFORMANCE FOOD GROUP CO PFGC

Performance Food Group Company, through its subsidiaries, engages in the marketing and distribution of food and food-related products in North America. It operates through three segments: Foodservice, Convenience, and Specialty. The company offers beef, pork, poultry, and seafood; frozen food and refrigerated products; dry groceries comprising cleaning and kitchen supplies and disposables; candy, snacks, and beverages; and fresh products, groceries, dairy, bread, beverages, general merchandise, and health and beauty care products, as well as cigarettes and other nicotine products.

Sources StockAnalysis company profile stockanalysis.com
Food Distributors

Company profile

Business mix

  • It operates through three segments: Foodservice, Convenience, and Specialty.
  • It serves individual restaurants, national and regional chain restaurants, vending distributors, theaters, retailers, and national, regional, and independent convenience stores.
  • Performance Food Group Company was founded in 1885 and is headquartered in Richmond, Virginia.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in food distribution?
  • 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 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 46.27 FCF 6.66% Buyback -0.45%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Lone Pine Capital Stephen Mandel 2.7% $340.8M 2026-03-31
Eminence Capital Ricky Sandler 7.3% $318.6M 2026-03-31
Sachem Head Capital Management Scott Ferguson 6.9% $287.0M 2026-03-31
Sessa Capital 0.4% $24.1M 2026-03-31

Recent trading changes over the last 4 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 4 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $789.8M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +437.2% +9,220,069 / 2,108,966
Lone Pine Capital Stephen Mandel 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$340.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +3,978,158 (New) Total shares 3,978,158 Value $340.8M
Eminence Capital Ricky Sandler 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 6.7% 13F value change +$31.1M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -26.7% 13F value change -$25.3M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 60.5% 13F value change +$66.5M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 40.5% 13F value change +$80.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,108,966 Last 4 periods +1,610,445 (+76.4%) Total shares 3,719,411 Value $318.6M
Sachem Head Capital Management Scott Ferguson 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$348.5M
13F 2025-12-31 Filed 2026-02-13
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +3,350,000 (New) Total shares 3,350,000 Value $287.0M
Sessa Capital 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$31.0M
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 96.7% 13F value change +$21.7M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -52.0% 13F value change -$28.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 4 periods +281,466 (New) Total shares 281,466 Value $24.1M

Recent mentions

No public mentions.