Position in UNFI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$142,344
+$59,281 QoQ
Shares Held
3,159
+28.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UNFI 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. UNFI ranks #5 (1.3% 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
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|
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 UNFI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $142,344 | 3,159 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $83,063 | 2,467 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $94,727 | 2,518 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $59,766 | 2,564 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $88,442 | 3,229 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $73,818 | 2,703 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $43,193 | 2,568 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $43,413 | 3,314 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $4,998 | 435 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $16,197 | 998 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $17,971 | 1,271 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $14,056 | 719 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $10,487 | 398 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $6,658 | 172 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,705 | 166 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $3,743 | 95 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $4,259 | 103 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $11,730 | 239 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||