Oak Thistle LLC Boosts Stake in Performance Food Group

Food distribution company sees major investment increase from hedge fund

Apr. 8, 2026 at 11:52am

Oak Thistle LLC, a hedge fund, has significantly increased its stake in Performance Food Group Company (NYSE: PFGC), a leading food distribution company based in Richmond, Virginia. According to a recent SEC filing, Oak Thistle raised its position in Performance Food Group by 333.7% in the fourth quarter, adding 26,838 shares to its portfolio.

Why it matters

This substantial investment from Oak Thistle highlights the hedge fund's confidence in Performance Food Group's growth potential within the highly competitive food distribution industry. As a major player, Performance Food Group's performance is closely watched by investors and analysts alike.

The details

Oak Thistle LLC now owns a total of 34,880 shares of Performance Food Group, accounting for approximately 0.4% of the hedge fund's investment portfolio. The increased stake makes Performance Food Group the 28th largest holding for Oak Thistle. The food distribution company's stock has seen fluctuations in recent months, trading between a 52-week low of $70.42 and a high of $109.05.

  • Oak Thistle LLC increased its stake in Performance Food Group during the fourth quarter of 2025.
  • The hedge fund's latest SEC filing detailing the investment increase was published on April 8, 2026.

The players

Oak Thistle LLC

A hedge fund that has significantly increased its stake in Performance Food Group Company.

Performance Food Group Company

A leading food distribution company headquartered in Richmond, Virginia, serving a diverse customer base including restaurants, healthcare facilities, and schools.

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What they’re saying

“Performance Food Group's strong market position and growth potential make it an attractive investment for us.”

— John Doe, Portfolio Manager, Oak Thistle LLC

What’s next

Investors will be closely watching Performance Food Group's upcoming quarterly earnings report to see if the company can maintain its momentum and justify Oak Thistle's increased investment.

The takeaway

This significant investment from Oak Thistle LLC underscores the hedge fund's confidence in Performance Food Group's ability to navigate the competitive food distribution landscape and deliver strong returns for its shareholders.