COM
PFGC
PERFORMANCE FOOD GROUP CO
Holdings as of 2026-06-30Filed 2026-08-14Updated 2026-10-22
View original evidence ↗Consensus8.3/100↑ 2Current quarter score · 2026 Q2
Investors holding2
New positions1
Increased1
Decreased0
Exited0
Holdings by investor
↓ CSV↔ Scroll table
| Investor | Portfolio weight | Shares | Shares Δ | Change | Filed | Evidence |
|---|---|---|---|---|---|---|
| Lone Pine CapitalLone Pine Capital | 4.00%+1.3 pp | 5,852,740 | +47.1% | Increased | 2026-08-14 | SEC filing |
| Daniel LoebThird Point | 1.63%+1.6 pp | 675,000 | — | New | 2026-08-14 | SEC filing |
Ownership over time
All 20 quarters
| Quarter | Investors holding |
|---|---|
| 2026 Q2 | 2 |
| 2026 Q1 | 1 |
| 2025 Q4 | 0 |
| 2025 Q3 | 0 |
| 2025 Q2 | 0 |
| 2025 Q1 | 0 |
| 2024 Q4 | 0 |
| 2024 Q3 | 0 |
| 2024 Q2 | 0 |
| 2024 Q1 | 0 |
| 2023 Q4 | 0 |
| 2023 Q3 | 0 |
| 2023 Q2 | 0 |
| 2023 Q1 | 0 |
| 2022 Q4 | 0 |
| 2022 Q3 | 0 |
| 2022 Q2 | 0 |
| 2022 Q1 | 0 |
| 2021 Q4 | 0 |
| 2021 Q3 | 0 |
Inside the Consensus Score
breadth3.8 / 30
conviction0.7 / 20
activity1.7 / 20
trend1.9 / 15
persistence0.2 / 15
Original sources
Public commentary is shown only when a dated, verified original is available.
Third PointOfficial SEC filing
Lone Pine CapitalOfficial SEC filing
Advanced · SEC data & downloads
CUSIP 71377A103 · COM
Original information table · XML/data
Original information table · XML/data
Lone Pine Capital · 13F-HR · SEC filing · TXT
Third Point · 13F-HR · SEC filing · TXT
Download full history CSV · all candidate groups