Position in CVGW
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$13,823,052
+$13,221,905 QoQ
Shares Held
535,985
+1839.2% QoQ
Ownership
3.00%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#9
of 154 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.91673274438651.ToString("F0")%
Shared 0.ToString("F0")%
None 2.083267255613497.ToString("F0")%
Common Shares in CVGW Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $669,090,922 across 9 Food Distribution names. CVGW ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
5,722,909 | $408,215,094 | |
| 2 | USFD |
US Foods Holding Corp.
|
1,520,296 | $140,186,491 | |
| 3 | PFGC |
Performance Food Group Co
|
637,651 | $54,621,182 | |
| 4 | CHEF |
Chefs' Warehouse, Inc.
|
385,438 | $22,914,288 | |
| 5 | UNFI |
United Natural Foods Inc
|
359,539 | $16,200,827 | |
| 6 | CVGW |
Calavo Growers Inc
This page
|
535,985 | $13,823,052 | |
| 7 | ANDE |
Andersons, Inc.
|
96,403 | $6,919,806 | |
| 8 | AVO |
Mission Produce, Inc.
|
444,135 | $6,111,296 |
All Filings in CVGW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,823,052 | 535,985 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $601,147 | 27,639 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $931,735 | 36,198 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $3,607,755 | 135,681 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,178,867 | 49,140 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $4,125,925 | 161,801 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,762,883 | 166,943 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,371,061 | 148,505 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $10,668,414 | 383,618 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $3,807,151 | 129,451 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,366,243 | 93,787 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,225,367 | 42,225 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,514,393 | 52,638 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,076,068 | 36,601 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $1,385,155 | 43,627 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,929,547 | 46,250 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,048,342 | 56,196 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,607,893 | 61,507 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $2,418,104 | 63,235 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,556,413 | 87,613 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $9,951,503 | 128,175 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $11,024,926 | 158,792 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $10,291,000 | 155,289 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $9,659,890 | 153,551 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,640,579 | 97,774 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||