CHEF
The Chefs' Warehouse, Inc. · Consumer Defensive · Food Distribution
Señales de momentum (gestores comparables):
amplitud de titulares +7.1% ·
flujo de acciones +5.6% ·
nuevas posiciones netas +6.7%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 99 | +8 | 32.80M | $3.11B | +11 | −4 |
| Q1 2026 | 95 | 0 | 33.24M | $1.98B | +6 | −7 |
| Q4 2025 | 95 | -2 | 33.39M | $2.08B | +1 | −2 |
| Q3 2025 | 18 | 0 | 17.55M | $1.02B | +1 | −1 |
| Q2 2025 | 15 | +1 | 14.19M | $905.29M | +2 | −1 |
| Q1 2025 | 11 | +2 | 5.51M | $300.26M | +4 | −2 |
| Q4 2024 | 9 | 0 | 4.96M | $244.70M | +1 | −1 |
| Q3 2024 | 8 | 0 | 2.14M | $89.93M | +1 | −1 |
| Q2 2024 | 8 | — | 2.77M | $108.40M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 5.18M | — | $330.25M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 5.18M | — | $330.25M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 5.18M | — | $330.25M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 5.18M | — | $330.25M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 5.18M | — | $330.25M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 5.18M | — | $330.25M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 5.18M | — | $330.25M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 5.18M | — | $330.25M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 5.18M | — | $330.25M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 5.18M | — | $330.25M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 5.18M | — | $330.25M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 5.18M | — | $330.25M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 5.18M | — | $330.25M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | The Vanguard Group ✦ (pasivo) | 2.74M | — | $174.82M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | The Vanguard Group ✦ (pasivo) | 2.74M | — | $174.82M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | The Vanguard Group ✦ (pasivo) | 2.74M | — | $174.82M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | The Vanguard Group ✦ (pasivo) | 2.74M | — | $174.82M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (pasivo) | 2.74M | — | $174.82M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wellington Management ✦ | 2.67M | -0.2% | $170.07M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | Wellington Management ✦ | 2.67M | -0.2% | $170.07M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 21 | Wellington Management ✦ | 2.67M | -0.2% | $170.07M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 22 | Wellington Management ✦ | 2.67M | -0.2% | $170.07M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 23 | Wellington Management ✦ | 2.67M | -0.2% | $170.07M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 24 | Wellington Management ✦ | 2.67M | -0.2% | $170.07M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 25 | State Street Global Advisors ✦ (pasivo) | 1.37M | -0.7% | $87.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Geode Capital Management ✦ (pasivo) | 867.46K | +2.0% | $55.36M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Geode Capital Management ✦ (pasivo) | 867.46K | +2.0% | $55.36M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | Arrowstreet Capital ✦ | 429.12K | +362.6% | $27.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Millennium Management ✦ | 336.01K | Nuevo | $21.44M | 0.0% | New | 1 | SEC ↗ |
| 30 | D. E. Shaw & Co. ✦ | 253.10K | +3.8% | $16.15M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | Renaissance Technologies ✦ | 225.17K | +165.2% | $14.37M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 49.30K | +45.5% | $3.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | T. Rowe Price ✦ | 37.86K | +5.6% | $2.42M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Gotham Asset Management ✦ | 22.17K | +22.8% | $1.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 9.29K | +43.6% | $592,731 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 9.29K | +43.6% | $592,731 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 9.29K | +43.6% | $592,731 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 9.29K | +43.6% | $592,731 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 9.29K | +43.6% | $592,731 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 6.65K | — | $424,250 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 6.65K | — | $424,250 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Marshall Wace ✦ | 3.81K | Nuevo | $243,180 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Millennium Management | $21.44M | 0.0% |
| Marshall Wace | $243,180 | 0.0% |
Posición cerrada
| Point72 Asset Management | $5.50M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 248 tenedores, 38.25M acciones, $2.23B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 6.17K acc. · $698,609
Officer · 8.36K acc. · $938,101
Officer · 9.51K acc. · $1.06M
Officer · 3.38K acc. · $372,334
Officer · 4.21K acc. · $458,275
Officer · 3.06K acc. · $329,087
Officer · 300 acc. · $32,079
Officer, Director · 50.00K acc. · $5.52M
Officer, Director · 50.00K acc. · $5.49M
Officer · 2.75K acc. · $308,224
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología