Position in AVO
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$32,170
+$15,826 QoQ
Shares Held
2,338
+65.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AVO Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Mar 31, 2026CWM, LLC holds $11,158,672 across 9 Food Distribution names. AVO ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
80,362 | $5,732,221 | |
| 2 | USFD |
US Foods Holding Corp.
|
50,591 | $4,664,996 | |
| 3 | PFGC |
Performance Food Group Co
|
2,941 | $251,926 | |
| 4 | ANDE |
Andersons, Inc.
|
2,966 | $212,899 | |
| 5 | UNFI |
United Natural Foods Inc
|
3,159 | $142,344 | |
| 6 | CHEF |
Chefs' Warehouse, Inc.
|
1,984 | $117,948 | |
| 7 | AVO |
Mission Produce, Inc.
This page
|
2,338 | $32,170 | |
| 8 | HFFG |
HF Foods Group Inc.
|
2,253 | $4,168 |
All Filings in AVO
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,170 | 2,338 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $16,344 | 1,409 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $17,284 | 1,438 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $14,556 | 1,242 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $12,617 | 1,204 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $17,905 | 1,246 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $10,409 | 812 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3 | 273 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $474 | 40 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1 | 76 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1 | 91 | Shares | Sole | 2023-10-11 | |
| 2023-03-31 | $9,021 | 812 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $9,435 | 812 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $433 | 30 | Shares | Sole | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||