13D Activist Fund’s Updates on Performance Food Group Co. (PFGC)

Core Insights - 13D Activist Fund reported a Q3 2025 return of 8.88%, underperforming the Russell 2000 Index which returned 12.39% [1] - The Russell 2000 outperformed the S&P 500 by the largest margin in three years, with returns of 12.39% versus 8.12% [1] Company Overview: Performance Food Group Company (NYSE:PFGC) - Performance Food Group Company is the third largest foodservice distribution company in North America, holding approximately 38% market share alongside Sysco and US Foods [3] - The company operates through three segments: FoodService (61.8% of EBITDA), Convenience (20.6%), and Specialty (17.61%) [3] - The FoodService segment distributes a variety of food and food-related products, while the Convenience segment focuses on candy, snacks, beverages, and tobacco products [3] - As of December 03, 2025, Performance Food Group's stock closed at $92.60 per share, with a market capitalization of $14.521 billion [2] - The one-month return for Performance Food Group was -2.50%, while its shares gained 2.24% over the last 52 weeks [2]