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Disclosery

EMINENCE CAPITAL, LP: PFGC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EMINENCE CAPITAL, LP on PFGC, newest first. How the timeline and the estimate are built.

EMINENCE CAPITAL, LP held 0 PFGC shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -3,719,411 shares

    13F-HR 0000902664-26-003015 filed by EMINENCE CAPITAL, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 3,719,411 shares
    Change vs previous 13F +1,072,058 shares

    7.31% of the 13F portfolio, value $318,604,746.

    13F-HR 0001107310-26-000002 filed by EMINENCE CAPITAL, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,647,353 shares
    Change vs previous 13F +998,249 shares

    3.76% of the 13F portfolio, value $238,049,982.

    13F-HR 0001107310-26-000001 filed by EMINENCE CAPITAL, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,649,104 shares
    Change vs previous 13F -601,726 shares

    2.52% of the 13F portfolio, value $171,572,780.

    13F-HR 0001107310-25-000003 filed by EMINENCE CAPITAL, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,250,830 shares
    Change vs previous 13F +141,864 shares

    2.9% of the 13F portfolio, value $196,880,100.

    13F-HR 0001085146-25-005242 filed by EMINENCE CAPITAL, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,108,966 shares
    Change vs previous 13F -470,402 shares

    2.77% of the 13F portfolio, value $165,827,997.

    13F-HR 0001085146-25-003291 filed by EMINENCE CAPITAL, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,579,368 shares
    Change vs previous 13F +79,591 shares

    3.34% of the 13F portfolio, value $218,085,564.

    13F-HR 0001085146-25-001643 filed by EMINENCE CAPITAL, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,499,777 shares
    Change vs previous 13F not available

    2.97% of the 13F portfolio, value $195,907,523.

    13F-HR 0001085146-24-005895 filed by EMINENCE CAPITAL, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).