Free · no sign-up · Q2 2026

Which funds own CHEF

Chefs Whse Inc in the Q2 2026 filings. At least 3 of the 91 current managers on file reported a position, worth $24m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 3; at least, of 91 current
Combined value: $24m; as reported
Opened: 0; new this quarter
Added to: 2; already held
Trimmed or sold out: 1; 1 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
First Eagle Investment Management LLC Value · $60.8bn book	$17m	0.0%	181,519	+$7.5m+14,047	Added
Quantbot Technologies LP Quantitative · $2.5bn book	$3.7m	0.1%	38,695	+$3.5m+34,611	Added
PDT Partners LLC Quantitative · $1.9bn book	$3.3m	0.2%	34,082	+$1.2m0	Held

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Arrowstreet Capital LP · Quantitative$10m held before

Ownership through time

At least 9 of the 95 managers whose filings are on file listed CHEF in Q2 2026, against 1 in Q3 2013. 3 managers more than in Q1 2026: 3 started positions; 1 listed it again; 1 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Largest increases, by shares

Capital Research Global Investorsnew: 347,104 shares+$33m
Artisan Partners LPnew: 334,734 shares+$32m
Holocene Advisors LPnew: 38,072 shares+$3.7m
First Eagle Investment Management LLC167,472 to 181,519 shares+$1.4m

Largest decreases, by shares

Wellington Management Group LLP3,369,602 to 2,390,951 shares-$94m
Woodline Partners LP555,928 to 304,909 shares-$24m
MFS Investment Management1,176,702 to 943,154 shares-$22m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Wellington Management Group LLP	Q4 2024	$230m	$230m
MFS Investment Management	Q1 2025	$91m	$91m
Capital Research Global Investors	Q2 2026	$33m	$33m
Artisan Partners LP	Q2 2026	$32m	$32m
Woodline Partners LP	Q2 2025	$34m	$29m
First Eagle Investment Management LLC	Q2 2021	$19m	$17m
Quantbot Technologies LP	Q2 2026	$3.7m	$3.7m
Holocene Advisors LP	Q2 2026	$3.7m	$3.7m
PDT Partners LLC	Q3 2016	$3.3m	$3.3m
AllianceBernstein LP	Q3 2013	$109m	last listed Q1 2026
Renaissance Technologies LLC	Q3 2019	$55m	last listed Q3 2019
Point72 Asset Management LP	Q2 2021	$27m	last listed Q2 2023
Two Sigma Advisers LP	Q4 2020	$12m	last listed Q4 2020
Winton Group Ltd	Q4 2023	$987k	last listed Q4 2023
Polen Capital Management LLC	Q3 2025	$554k	last listed Q3 2025
Walleye Capital LLC	Q1 2020	$548k	last listed Q2 2020
Marshall Wace LLP	Q1 2018	$347k	last listed Q1 2018

What CHEF is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around CHEF →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.

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