Position in PFGC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$251,926
-$23,319 QoQ
Shares Held
2,941
-3.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in PFGC 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. PFGC ranks #3 (2.3% 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
This page
|
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.
|
2,338 | $32,170 | |
| 8 | HFFG |
HF Foods Group Inc.
|
2,253 | $4,168 |
All Filings in PFGC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $251,926 | 2,941 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $275,245 | 3,061 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $290,895 | 2,796 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $211,327 | 2,416 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $183,365 | 2,332 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $181,528 | 2,147 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $174,216 | 2,223 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $182,331 | 2,758 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $156,520 | 2,097 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $137,746 | 1,992 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $119,073 | 2,023 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $123,732 | 2,054 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $137,876 | 2,285 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $128,166 | 2,195 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $95,391 | 2,221 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $98,811 | 2,149 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $7,280 | 143 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $5,965 | 130 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $12,898 | 266 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $15,324 | 266 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $12,664 | 266 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $9,208 | 266 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $7,751 | 266 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $6,575 | 266 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||