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CHEF · PM in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • CHEF
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterCHEFPM
Q3 20201 holders, $2.1m25 holders, $19.7bn
Q4 20202 holders, $15m25 holders, $21.5bn
Q1 20211 holders, $2.1m27 holders, $22.1bn
Q2 20213 holders, $13m20 holders, $23.2bn
Q3 20214 holders, $98m25 holders, $22.8bn
Q4 20213 holders, $96m26 holders, $22.3bn
Q1 20223 holders, $100m29 holders, $23.2bn
Q2 20223 holders, $112m28 holders, $25.8bn
Q3 20223 holders, $85m33 holders, $22.2bn
Q4 20223 holders, $92m26 holders, $27.0bn
Q1 20233 holders, $90m36 holders, $27.6bn
Q2 20234 holders, $124m29 holders, $28.9bn
Q3 20232 holders, $9.8m32 holders, $28.5bn
Q4 20234 holders, $100m34 holders, $28.8bn
Q1 20243 holders, $114m36 holders, $28.4bn
Q2 20243 holders, $114m31 holders, $31.4bn
Q3 20243 holders, $113m39 holders, $38.2bn
Q4 20244 holders, $241m40 holders, $36.6bn
Q1 20254 holders, $202m44 holders, $49.1bn
Q2 20256 holders, $327m44 holders, $54.3bn
Q3 20256 holders, $237m36 holders, $49.3bn
Q4 20256 holders, $377m26 holders, $50.5bn
Q1 20266 holders, $392m25 holders, $57.3bn
Q2 20269 holders, $443m27 holders, $63.8bn
CHEF

Chefs' Warehouse Inc/the

Holders
6
Reported value
$392m
Buyers
15
Sellers
13

Breadth +2 among 91 comparable managers.

PM

Philip Morris Intl Inc

Holders
25
Reported value
$57.3bn
Buyers
22
Sellers
17

Breadth +5 among 91 comparable managers.

Who holds both, Q1 2026

Among the 26 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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