Performance Food Group Co: which funds bought and sold

Institutions that bought and sold Performance Food Group shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 299 institutions that filed 13F reports for both quarters added to or opened positions in Performance Food Group, and 190 cut or closed them. Together they sold a net 3.2M shares, −2.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 4.4M shares (−5.6%); index fund managers were net buyers of 324K shares (+0.8%). 100 opened a new position and 42 sold out entirely.

Bought, Q2 2026 299 institutions, 100 of them new holders Sold, Q2 2026 190 institutions, 42 of them sold out

Net change, all compared −3.2M shares (−2.0%)

Net change, active managers −4.4M shares (−5.6%), 46 bought, 33 sold

Buyers versus sellers

institutions compared, 560

299 bought 71 190 sold

Active managers and hedge funds 46 bought · 33 sold · −4.4M

Index fund managers 8 bought · 4 sold · +324K

Other institutions 245 bought · 153 sold · +844K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Lone Pine Capital LLC Hedge fund	+1.9M +47.1%	5.9M	$654M
Holocene Advisors, LP Hedge fund	+1.3M +182.7%	2.0M	$219M
Maverick Capital Ltd Hedge fund	+1.3M New position	1.3M	$141M
Price T Rowe Associates Inc Active manager	+1.2M +326.8%	1.5M	$169M
D. E. Shaw & Co., Inc. Hedge fund	+997K +163.6%	1.6M	$180M
Dimensional Fund Advisors LP	+908K +36.1%	3.4M	$383M
Ilex Capital Partners (UK) LLP	+759K New position	759K	$84.9M
Third Point LLC Hedge fund	+675K New position	675K	$75.5M
Eurizon Capital Sgr S.P.A.	+632K +1680.2%	669K	$74.8M
SG Americas Securities, LLC	+481K +891.4%	535K	$59.8M
Goldman Sachs Group Inc	+474K +48.5%	1.5M	$162M
Gotham Asset Management, LLC Hedge fund	+337K +680.5%	387K	$43.3M
Capital World Investors Active manager	+317K +1.4%	23.3M	$2.6B
Morgan Stanley	+288K +15.9%	2.1M	$235M
Luxor Capital Group, LP Hedge fund	+278K +73.6%	657K	$73.4M
Freestone Grove Partners LP Hedge fund	+254K +71.6%	608K	$68M
FMR LLC Active manager	+248K +2.1%	12.0M	$1.3B
AQR Capital Management LLC Hedge fund	+239K +767.1%	270K	$29.9M
Lazard Asset Management LLC Active manager	+234K New position	234K	$26.1M
BNP Paribas Financial Markets	+215K +1133.5%	234K	$26.2M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Lone Pine Capital LLC Hedge fund	+1.9M +47.1%	5.9M	$654M
Holocene Advisors, LP Hedge fund	+1.3M +182.7%	2.0M	$219M
Maverick Capital Ltd Hedge fund	+1.3M New position	1.3M	$141M
Price T Rowe Associates Inc Active manager	+1.2M +326.8%	1.5M	$169M
D. E. Shaw & Co., Inc. Hedge fund	+997K +163.6%	1.6M	$180M
Third Point LLC Hedge fund	+675K New position	675K	$75.5M
Gotham Asset Management, LLC Hedge fund	+337K +680.5%	387K	$43.3M
Capital World Investors Active manager	+317K +1.4%	23.3M	$2.6B
Luxor Capital Group, LP Hedge fund	+278K +73.6%	657K	$73.4M
Freestone Grove Partners LP Hedge fund	+254K +71.6%	608K	$68M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Eminence Capital, LP Hedge fund	−3.7M Sold out	0	—
Steadfast Capital Management LP Hedge fund	−3.3M −96.1%	131K	$14.7M
Point72 Asset Management, L.P. Hedge fund	−2.2M −95.2%	111K	$12.4M
Trinitybridge Ltd	−2.0M Sold out	0	—
Citadel Advisors LLC Hedge fund	−1.8M −90.0%	200K	$22.4M
Wellington Management Group LLP Active manager	−847K −44.9%	1.0M	$116M
Jpmorgan Chase & Co	−757K −10.0%	6.9M	$773M
Clearbridge Investments, LLC Active manager	−394K −10.6%	3.3M	$371M
Montanova Capital, LLC Hedge fund	−372K −96.2%	15K	$1.6M
Sessa Capital Im, L.P. Hedge fund	−281K Sold out	0	—
Scopus Asset Management, L.P. Hedge fund	−258K −37.2%	435K	$48.6M
Jennison Associates LLC Active manager	−234K −27.1%	632K	$70.7M
UBS Group AG	−233K −27.4%	616K	$68.9M
Hook Mill Capital Partners, LP	−222K −33.8%	435K	$48.7M
Alyeska Investment Group, L.P. Hedge fund	−209K −39.8%	317K	$35.4M
Woodline Partners LP Hedge fund	−183K −19.9%	736K	$82.3M
Qube Research & Technologies Ltd Hedge fund	−167K −51.6%	157K	$17.5M
Marshall Wace, LLP Hedge fund	−165K −24.5%	508K	$56.8M
Schonfeld Strategic Advisors LLC Hedge fund	−146K −98.6%	2,077	$232,186
Tudor Investment Corp Et Al Hedge fund	−141K −76.6%	43K	$4.8M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Eminence Capital, LP Hedge fund	−3.7M Sold out	0	—
Steadfast Capital Management LP Hedge fund	−3.3M −96.1%	131K	$14.7M
Point72 Asset Management, L.P. Hedge fund	−2.2M −95.2%	111K	$12.4M
Citadel Advisors LLC Hedge fund	−1.8M −90.0%	200K	$22.4M
Wellington Management Group LLP Active manager	−847K −44.9%	1.0M	$116M
Clearbridge Investments, LLC Active manager	−394K −10.6%	3.3M	$371M
Montanova Capital, LLC Hedge fund	−372K −96.2%	15K	$1.6M
Sessa Capital Im, L.P. Hedge fund	−281K Sold out	0	—
Scopus Asset Management, L.P. Hedge fund	−258K −37.2%	435K	$48.6M
Jennison Associates LLC Active manager	−234K −27.1%	632K	$70.7M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Maverick Capital LtdHedge fund	1.3M	$141M
Ilex Capital Partners (UK) LLP	759K	$84.9M
Third Point LLCHedge fund	675K	$75.5M
Lazard Asset Management LLCActive manager	234K	$26.1M
Susquehanna Portfolio Strategies, LLC	203K	$22.7M
Antipodes Partners LtdHedge fund	184K	$20.5M
Pinnbrook Capital Management LP	115K	$12.9M
T. Rowe Price Investment Management, Inc.Active manager	114K	$12.7M
HRT Financial LP	111K	$12.4M
Peak6 LLC	108K	$12.1M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Eminence Capital, LPHedge fund	3.7M	$319M
Trinitybridge Ltd	2.0M	$173M
Sessa Capital Im, L.P.Hedge fund	281K	$24.1M
Taproot Management LP	128K	$11M
Xtx Topco Ltd	96K	$8.2M
Atom Investors LP	85K	$7.3M
Darwins River Capital, LP	36K	$3.1M
Fora Capital, LLC	34K	$2.9M
Bollard Group LLC	27K	$2.3M
Clearalpha Technologies LP	16K	$1.4M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 526
Ten largest holders: 57.2%
Index fund managers: 25.0%
Active managers and hedge funds: 46.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	46	33	19	5	−4.4M	−5.6%
Index fund managers	8	4	1	0	+324K	+0.8%
Other institutions	245	153	80	37	+844K	+2.0%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Performance Food Group.

Only managers that filed a holdings report for both quarters are compared (560 here). 13 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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