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Sessa Capital’s Performance Food Group PFGC Stock Holding History

Sessa Capital’s Portfolio PFGC Stock Details PFGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.1M Sell
281,466
-304,874
-52% -$27.9M 0.44% 26
2025
Q4 		$52.7M Buy
586,340
+288,193
+97% +$27.8M 0.99% 19
2025
Q3 		$31M Buy
+298,147
New +$29.8M 0.73% 21

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Sessa Capital's PFGC Position: Q1 2026 in Review

Sessa Capital reduced its Performance Food Group (PFGC) stake by 52% in Q1 2026, selling an estimated $27.9M and leaving 281,466 shares worth $24.1M. The position accounts for 0.44% of the portfolio, ranked #26.

Sessa Capital first reported a position in PFGC in Q3 2025 and has held it in 3 quarters since. The position peaked at $52.7M in Q4 2025. 461 funds tracked by Wall St. Rank hold PFGC as of Q1 2026.

  • Sessa Capital held 281,466 shares of Performance Food Group worth $24.1M as of Q1 2026.
  • Sessa Capital sold 304,874 Performance Food Group shares in Q1 2026, an estimated $27.9M.
  • Performance Food Group made up 0.44% of Sessa Capital's portfolio in Q1 2026, its #26 holding.
  • Sessa Capital first reported a position in Performance Food Group in Q3 2025 and has held it in 3 quarters since.
  • Sessa Capital's Performance Food Group position peaked at $52.7M in Q4 2025.
  • 461 funds tracked by Wall St. Rank held Performance Food Group as of Q1 2026.

Based on Sessa Capital's 13F filing for Q1 2026, filed 15 May 2026.