
What smart money is saying about Performance Food Group
3 funds in our archive have pitched Performance Food Group — most recently Antipodes Global SMID Active ETF in June 2026.
Performance Food Group Company, through its subsidiaries, engages in the marketing and distribution of food and food-related products in North America. It operates through three segments: Foodservice, Convenience, and Specialty. The company offers beef, pork, poultry, and seafood; frozen food and refrigerated products; dry groceries comprising cleaning and kitchen supplies and disposables; candy, snacks, and beverages; and fresh products, groceries, dairy, bread, beverages, general merchandise, and health and beauty care products, as well as cigarettes and other nicotine products. It also operates distribution centers. In addition, the company provides marketing programs and technology solutions to customer locations, as well as value-added services in the areas of product selection and procurement, menu development, and operational strategy. It serves individual restaurants, national and regional chain restaurants, vending distributors, theaters, retailers, and national, regional, and independent convenience stores. Performance Food Group Company was founded in 1885 and is headquartered in Richmond, Virginia.
Get an email when a fund writes about it
Position history
Between Q4 2025 and Q2 2026, 2 fund letters reported a position in Performance Food Group — 2 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 2 | 0 | 2 |
| Q4 2025 | 0 | 0 | 0 | 1 |
Fund activity · 2 positions · 2 moves
- New positionAntipodes Global SMID Active ETFJune 2026
“We initiated positions in Norwegian Cruise Line and Performance Food Group (PFGC).”
Performance Food Group - New positionAntipodes Global FundJune 2026
“Performance Food Group (Entry): Performance Food Group (PFG) is one of the largest and fastest-growing consolidators in the fragmented $385bn US foodservice distribution market.”
Performance Food Group
Fund coverage · 3 theses
- Antipodes Global SMID Active ETFJune 2026
Performance Food Group is seen as a steady compounder taking share in the higher-margin restaurant channel after a sell-off.
Read the full thesis - Antipodes Global FundJune 2026
Performance Food Group is a large consolidator in foodservice distribution with strong sales growth, M&A-driven scale benefits, and attractive EPS compounding potential.
Read the full thesis - Aristotle Core EquityDecember 2025
Performance Food Group is a diversified, inflation-resilient distributor with defensive end markets, consolidation opportunities, private label upside, and catalysts that support sales and EPS growth.
Read the full thesis
Read every full thesis on Performance Food Group
Unlock all 3 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.
View plans→