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ACI Albertsons Companies Inc.

Consumer Staples, filed as ALBERTSONS COS INC (COMMON STOCK), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

  • 1 Owner
  • Max 6.1%
  • $117M
  • 1 add 1 exit

In 2026 Q2 Mason Hawkins added to Albertsons Companies, while Harry Burn sold out.

Who owns this now

Largest portfolio weights among holders, up to 6.1% (Mason Hawkins, Southeastern Asset Management). Not free-float ownership.

  1. Mason Hawkins Add 6.1%

Who owns ACI

Sorted by value, long equity only, as of 2026 Q2.

History
Mason Hawkins, Southeastern Asset Management 6.1% Add +16.4% 8,636,262 $117M History
Harry Burn, Sound Shore Management exited 2026 Q2 Last 2026 Q1 2.4% Exit −2.36% 4,134,360 $70M History

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by ACI's executives, directors and 10% owners in the last 12 months, from their Form 4s

All ACI insider trades
  • $2.5M bought by 3 insiders
  • $2.3M sold by 3 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Sharon McCollam CFO
    Buy
    $103K 9,000 shares at $11.48 +1.6% to stake
    Traded Jul 31 Filed Aug 3
  2. Susan Morris CEO
    Buy
    $450K 39,409 shares at $11.42 +3.7% to stake
    Traded Jul 28 Filed Jul 30
  3. Thomas M Moriarty EVP, M&A and Corporate Affairs
    Buy
    $2M 170,500 shares at $11.51 +123% to stake
    Traded Jul 27 Filed Jul 28
  4. Robert Bruce Larson SVP & Chief Accounting Officer
    Sale
    $711K 44,363 shares at $16.02 64% of stake
    Traded May 6 Filed May 8
  5. Evan Rainwater EVP, Supp. Chain, Mfg. & Sourc
    Sale
    $761K 46,168 shares at $16.49 100% of stake
    Traded Apr 29 Filed May 1
  6. Michael T Theilmann EVP & Chief HR Officer
    Sale
    $864K 49,000 shares at $17.63 15% of stake
    Traded Jan 14 Filed Jan 16
  7. Anuj Dhanda Chief Tech &Transformation Off
    Sale
    $4.4M 230,000 shares at $19.25 43% of stake
    Traded Oct 16, 2025 Filed Oct 17, 2025
  8. Robert Bruce Larson SVP & Chief Accounting Officer
    Sale
    $352K 17,815 shares at $19.75 26% of stake
    Traded Oct 17, 2025 Filed Oct 17, 2025
  9. Michael T Theilmann EVP & Chief HR Officer
    Sale
    $1.9M 100,000 shares at $19.35 23% of stake
    Traded Oct 16, 2025 Filed Oct 17, 2025

Also filed in the last 12 months, not counted as buying or selling: 64 option exercises, 54 share withholdings for taxes, and 1 other transaction.

Congress

3 members of Congress traded ACI in the last three years: 4 buys and 3 sales.

All Congress trades
  1. Julia Letlow R-LA-5 Sell $1K–$15K Aug 26, 2025 filed Jan 13
  2. Julia Letlow R-LA-5 Buy $1K–$15K Jan 24, 2025 filed Jan 13
  3. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Sep 11, 2025 filed Oct 22, 2025
  4. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Jul 22, 2025 filed Aug 13, 2025
  5. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Jul 16, 2025 filed Aug 13, 2025
  6. Jonathan L. Jackson D-IL-1Joint Sell $15K–$50K Jul 3, 2024 filed Aug 12, 2024

SEC filings

Recent issuer filings from EDGAR, 12 shown.

Filed Form Detail Links
10-Q
8-K 5.02,9.01
8-K 2.02,9.01
8-K 5.02,9.01
8-K 5.02,9.01
8-K 5.03,5.07,9.01
10-Q
SCHEDULE 13G/A —
8-K 5.02,9.01
8-K 2.02,9.01
DEF 14A
DEFA14A

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $77.65B $79.24B $80.39B
Gross profit $21.76B $22.05B $22.26B
Gross margin * 28.0% 27.8% 27.7%
Net income $1.51B $1.3B $0.959B
Net margin * 1.9% 1.6% 1.2%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $6.27B $6.29B $6.56B
Total non-current assets * $19.9B $19.93B $20.2B
Total assets $26.17B $26.22B $26.76B
Total current liabilities $8.43B $7.46B $7.25B
Total equity $1.61B $2.75B $3.39B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $2.85B $2.66B $2.68B
Cash from investing -$1.98B -$1.75B -$1.89B
Cash from financing -$3.37B -$1.18B -$0.684B
Net change in cash -$2.49B -$0.271B $0.105B

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.