Joel Greenblatt’s Chefs' Warehouse CHEF Stock Holding History

Joel Greenblatt’s Portfolio CHEF Stock Details CHEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,476	Closed	-$319K	–	1742
2025 Q3	$319K	Sell	5,476 -16,696	-75%	-$1.06M	﹤0.01%	1501
2025 Q2	$1.41M	Buy	22,172 +4,123	+23%	+$245K	0.01%	1038
2025 Q1	$983K	Buy	+18,049	New	+$1.01M	0.01%	1013
2019 Q4	–	Sell	-5,068	Closed	-$204K	–	1106
2019 Q3	$204K	Sell	5,068 -911	-15%	-$34.1K	﹤0.01%	1010
2019 Q2	$210K	Sell	5,979 -4,494	-43%	-$148K	﹤0.01%	1059
2019 Q1	$325K	Sell	10,473 -9,477	-48%	-$311K	﹤0.01%	973
2018 Q4	$638K	Buy	+19,950	New	+$693K	0.01%	721
2016 Q3	–	Sell	-12,339	Closed	-$197K	–	938
2016 Q2	$197K	Sell	12,339 -1,210	-9%	-$20.6K	﹤0.01%	892
2016 Q1	$275K	Buy	+13,549	New	+$223K	﹤0.01%	856

Other funds holding CHEF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Joel Greenblatt's CHEF Position: Q4 2025 in Review

Joel Greenblatt sold out of Chefs' Warehouse (CHEF) in Q4 2025, closing a stake of 5,476 shares — an estimated $319K sold.

Joel Greenblatt first reported a position in CHEF in Q1 2016 and held it in 9 quarters. The position peaked at $1.41M in Q2 2025. 245 funds tracked by Wall St. Rank hold CHEF as of Q4 2025.

Joel Greenblatt reported no remaining Chefs' Warehouse position as of Q4 2025 after selling out during the quarter.
Joel Greenblatt sold 5,476 Chefs' Warehouse shares in Q4 2025, an estimated $319K.
Joel Greenblatt first reported a position in Chefs' Warehouse in Q1 2016 and held it in 9 quarters.
Joel Greenblatt's Chefs' Warehouse position peaked at $1.41M in Q2 2025.
245 funds tracked by Wall St. Rank held Chefs' Warehouse as of Q4 2025.

Based on Gotham Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.