Follow-The-Filings

Security · featured owners

PFGC Performance Food Group Co.

Consumer Staples COM Equity as of 2026 Q2 among managers we track

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

PFGC (Performance Food Group Co.) is held in 5 featured 13F books as of 2026 Q2. Sachem Head Capital Management is the largest tracked holder by portfolio weight (7.8%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 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%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Stephen Mandel - Lone Pine Capital 2026 Q2 4.0% Add +47.1% 5,852,740 $654M history
Sachem Head Capital Management 2026 Q2 7.8% Hold 3,350,000 $374M history
Lee Ainslie - Maverick Capital 2026 Q2 1.3% New 1.3% 1,261,179 $141M history
Dan Loeb - Third Point 2026 Q2 1.6% New 1.6% 675,000 $75M history
First Eagle Investment Management 2026 Q2 <0.01% Add +3.8% 9,346 $1M history

SEC filings

Recent issuer filings from EDGAR · 4 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 5.02,9.01
8-K 5.02,8.01,9.01
8-K 2.02,9.01
10-K

Insider forms

Form 3 / 4 / 5 from EDGAR · 12 rows shown

Filed Form Detail Links
4 Period Sep 1, 2026
4 Period Aug 25, 2026
4 Period Aug 24, 2026
4 Period Aug 25, 2026
4 Period Aug 21, 2026
4 Period Aug 22, 2026
4 Period Aug 20, 2026 · 2 forms
4 Period Aug 22, 2026 · 2 forms
4 Period Aug 20, 2026
4 Period Aug 18, 2026 · 7 forms
4 Period Aug 15, 2026 · 6 forms
4 Period Jul 30, 2026

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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

ownership over time

filing count by report period · click a bar for that quarter’s holders