13D Activist Fund’s Updates on Performance Food Group Co. (PFGC)

2 weeks ago 9

Soumya Eswaran

Thu, December 4, 2025 astatine 7:57 AM CST 4 min read

13D Activist Fund is simply a communal money that focuses connected companies invested successful by shareholder activists. The money released its Q3 2025 capitalist letter. The people I shared of the money returned 8.88%, nett of fees and expenses, successful the 4th compared to 12.39% for the Russell 2000 Index. Overall, the money was thrilled with its show this quarter. However, connected a comparative basis, determination is country for improvement. The Russell 2000 outperformed the S&P 500 by the largest borderline successful 3 years, with a instrumentality of 12.39% compared to the S&P 500's 8.12%. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, 13D Activist Fund highlighted stocks specified arsenic Performance Food Group Company (NYSE:PFGC). Performance Food Group Company (NYSE:PFGC) is simply a nutrient and food-related products distributor that operates done Foodservice, Convenience, and Specialty segments. The one-month instrumentality of Performance Food Group Company (NYSE:PFGC) was -2.50%, and its shares gained 2.24% of their worth implicit the past 52 weeks. On December 03, 2025, Performance Food Group Company (NYSE:PFGC) banal closed astatine $92.60 per share, with a marketplace capitalization of $14.521 billion.

13D Activist Fund stated the pursuing regarding Performance Food Group Company (NYSE:PFGC) successful its 3rd 4th 2025 capitalist letter:

"Performance Food Group Company (NYSE:PFGC) is the 3rd largest foodservice organisation institution successful North America, down Sysco and US Foods, which each unneurotic bid astir 38% marketplace share. The Company operates done 3 segments. The halfway FoodService Segment (61.8% of EBITDA) distributes national, customer, and proprietary-branded nutrient and food-related products. Convenience (20.6%) distributes candy, snacks, beverages, cigarettes, and different baccy products to convenience stores. Specialty (17.61%) distributes candy, snacks, beverages, and different items to specialty vendors.