Position in CVGW
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$443,949
+$61,041 QoQ
Shares Held
17,214
-2.2% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#71
of 154 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CVGW Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Mar 31, 2026LPL Financial LLC holds $62,592,957 across 8 Food Distribution names. CVGW ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
616,499 | $43,974,873 | |
| 2 | USFD |
US Foods Holding Corp.
|
104,816 | $9,665,083 | |
| 3 | PFGC |
Performance Food Group Co
|
59,995 | $5,139,171 | |
| 4 | UNFI |
United Natural Foods Inc
|
30,224 | $1,361,893 | |
| 5 | CHEF |
Chefs' Warehouse, Inc.
|
16,861 | $1,002,386 | |
| 6 | ANDE |
Andersons, Inc.
|
8,753 | $628,290 | |
| 7 | CVGW |
Calavo Growers Inc
This page
|
17,214 | $443,949 | |
| 8 | AVO |
Mission Produce, Inc.
|
27,421 | $377,312 |
All Filings in CVGW
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $443,949 | 17,214 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $382,908 | 17,605 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $433,281 | 16,833 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $446,791 | 16,803 | Shares | Sole | 2025-08-12 | |
| 2022-06-30 | $213,439 | 5,116 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $220,140 | 5,192 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $240,376 | 6,286 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $520,044 | 8,200 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $683,697 | 8,806 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $642,782 | 9,258 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $614,853 | 9,278 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $602,551 | 9,578 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $601,591 | 10,428 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||