What smart money is saying about Albertsons Companies, Inc.
2 funds in our archive have pitched Albertsons Companies, Inc., most recently Longleaf Partners Global Fund in September 2026.
Albertsons Companies, Inc., through its subsidiaries, operates in the food and drug retail industry in the United States. The company’s food and drug retail stores offer grocery products, general merchandise, health and beauty care products, pharmacy, vaccines, fuel, and other items and services. It also operates stores under various banners, including Albertsons, Safeway, Vons, Pavilions, Randalls, Tom Thumb, Carrs, Jewel-Osco, ACME, Shaw's, Star Market, United Supermarkets, Market Street, Haggen, Kings Food Markets, and Balducci's Food Lovers Market; and in-store pharmacies and branded coffee shops, fuel centers, distribution centers, and manufacturing facilities, as well as various digital platforms. Albertsons Companies, Inc. was founded in 1860 and is headquartered in Boise, Idaho.
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Position history
Between Q3 2025 and Q3 2026, 4 fund letters reported a position in Albertsons Companies, Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 1 |
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q3 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 4 positions
- September 2026
“Albertsons – Supermarket operator Albertsons reported a quarter that was very negatively perceived for multiple reasons.”
Albertsons Companies, Inc. - September 2026
“Albertsons – Supermarket operator Albertsons reported a quarter that was very negatively perceived for multiple reasons.”
Albertsons Companies, Inc. - June 2026
“Albertsons – Supermarket operator Albertsons was a detractor in the quarter.”
Albertsons Companies, Inc. - June 2026
“Albertsons – Supermarket operator Albertsons was a detractor in the quarter.”
Albertsons Companies, Inc.
Also mentioned · 1
These funds discuss Albertsons Companies, Inc. as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedHotchkis & Wiley High Yield StrategySeptember 2026
“We are underweight Retail because of the secular challenge of on- line shopping and elevated restructuring risk given the ease with which unprofitable commercial leases can be set aside in bankruptcy. We have no portfolio exposure to large Retail sector constituents, including grocery store operator, Albertson’s, and arts & crafts specialty retailer, Michael’s.”
Albertsons Companies, Inc.
Fund coverage · 2 theses
- Longleaf Partners Global FundSeptember 2026
Albertsons Companies, Inc. is a supermarket operator with resilient cash flow potential, a reasonable valuation case, and engaged owners exploring strategic options.
Read the full thesis - Longleaf Partners FundSeptember 2025
Albertsons is a defensive yet growing company poised for growth post-merger uncertainty, with strong returns on capital and upsides not reflected in its current share price.
Read the full thesis
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