Follow The Filings

PFGC Performance Food Group Co.

Consumer Staples, filed as PERFORMANCE FOOD GROUP CO (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 3 managers in 2026 Q2

  • 5 Owners
  • Max 7.8%
  • $1.2B
  • 2 new 1 add 1 small

In 2026 Q2 Dan Loeb and Lee Ainslie opened positions in Performance Food Group, and Stephen Mandel added.

Who owns this now

Largest portfolio weights among holders, up to 7.8% (Sachem Head Capital Management). Not free-float ownership.

  1. Sachem Head Capital Management 7.8%
  2. Stephen Mandel Add 4.0%
  3. Dan Loeb New 1.6%
  4. Lee Ainslie New 1.3%

Who owns PFGC

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

History
Stephen Mandel, Lone Pine Capital 4.0%, was 2.7% Add +47.1% 5,852,740 $654M History
Sachem Head Capital Management 7.8% Hold 3,350,000 $374M History
Lee Ainslie, Maverick Capital 1.3% New 1.3% 1,261,179 $141M History
Dan Loeb, Third Point 1.6% New 1.6% 675,000 $75M History
First Eagle Investment Management <0.01% Small add +3.8% 9,346 $1M History

5 current, options excluded

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

Insider trades

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

All PFGC insider trades
  • None no insider bought on the open market
  • $407K sold by 2 insiders outside a trading plan
  • $27.6M sold by 6 insiders under 10b5-1 plans
  1. Chasity D Grosh See Remarks
    Planned sale
    $93K 1,005 shares at $92.40 15% of stake
    Traded Sep 30 Filed Sep 30
    ↗
  2. Hugh Patrick Hatcher See Remarks
    Planned sale
    $298K 3,000 shares at $99.18 4.9% of stake
    Traded Sep 1 Filed Sep 2
    ↗
  3. Erika T Davis See Remarks
    Planned sale
    $139K 1,320 shares at $105.29 3.2% of stake
    Traded Aug 25 Filed Aug 25
    ↗
  4. Donald S. Bulmer See Remarks
    Planned sale
    $1.3M 11,888 shares at $105.83 18% of stake
    Traded Aug 24–25 Filed Aug 25
    ↗
  5. A Brent King See Remarks
    Planned sale
    $959K 9,201 shares at $104.24 17% of stake
    Traded Aug 20–21 Filed Aug 24
    ↗
  6. Erika T Davis See Remarks
    Planned sale
    $958K 9,186 shares at $104.24 18% of stake
    Traded Aug 20–21 Filed Aug 24
    ↗
  7. Chasity D Grosh See Remarks
    Planned sale
    $67K 643 shares at $104.42 8.2% of stake
    Traded Aug 21 Filed Aug 24
    ↗
  8. A Brent King See Remarks
    Planned sale
    $160K 1,529 shares at $104.64 3% of stake
    Traded Aug 18 Filed Aug 20
    ↗
  9. Chasity D Grosh See Remarks
    Planned sale
    $88K 838 shares at $104.64 9.3% of stake
    Traded Aug 18 Filed Aug 20
    ↗
  10. George L Holm See Remarks
    Planned sale
    $3.3M 29,131 shares at $114.54 1.8% of stake
    Traded Jul 30 Filed Jul 31
    ↗
  11. George L Holm See Remarks
    Planned sale
    $3.7M 33,000 shares at $112.80 2% of stake
    Traded Jul 16 Filed Jul 17
    ↗
  12. George L Holm See Remarks
    Planned sale
    $3.7M 33,000 shares at $112.30 2% of stake
    Traded Jul 1 Filed Jul 2
    ↗
  13. Erika T Davis See Remarks
    Planned sale
    $285K 2,595 shares at $110.00 6% of stake
    Traded Jun 26 Filed Jun 29
    ↗

Also filed in the last 12 months, not counted as buying or selling: 28 share withholdings for taxes, 26 stock grants, and 6 option exercises.

Congress

3 members of Congress traded PFGC in the last three years: 2 buys and 4 sales. 1 member listed it in 2025 annual reports.

All Congress trades
  1. Josh Gottheimer D-NJ-5Joint Sell $15K–$50K Apr 9 filed May 19
  2. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 31, 2025 filed Nov 21, 2025
  3. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Oct 30, 2025 filed Nov 21, 2025
  4. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Oct 30, 2025 filed Nov 21, 2025
  5. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Aug 13, 2025 filed Sep 12, 2025
  6. Robert P. Bresnahan, Jr. R-PA-8Joint Sell $1K–$15K Jan 13, 2025 filed Feb 13, 2025

SEC filings

Recent issuer filings from EDGAR, 8 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
DEF 14A Filing Doc
8-K 5.02,9.01 Filing Doc
8-K 5.02,8.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-K Filing Doc

Source: SEC EDGAR submissions, updated 3 days ago. All on EDGAR

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 FY2026
Gross profit $6.25B $6.58B $7.42B $8.09B
Net income $397.2M $435.9M $340.2M $359.3M

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $6.07B $6.15B $7.14B $7.81B
Total non-current assets * $6.43B $7.24B $10.75B $11.04B
Total assets $12.5B $13.39B $17.88B $18.85B
Total current liabilities $3.55B $3.76B $4.52B $5.16B
Total non-current liabilities * $5.2B $5.51B $8.89B $8.79B
Total equity $3.75B $4.13B $4.47B $4.9B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $0.832B $1.16B $1.21B $1.41B
Cash from investing -$0.295B -$0.683B -$3.09B -$0.772B
Cash from financing -$0.536B -$0.473B $1.94B -$0.625B
Net change in cash $1.3M $7.7M $59M $16.4M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

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

Further reading

As an Amazon Associate, FollowTheFilings earns from qualifying purchases.

More on the shelf