CHEF
The Chefs' Warehouse, Inc. · Consumer Defensive · Food Distribution
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -2.0% · nuevas posiciones netas 0.0% · fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | +1 | 2.05K | $228,481 | +1 | n/a |
| Q2 2026 | 97 | +8 | 32.79M | $3.11B | +11 | −6 |
| 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 | n/a | 2.77M | $108.40M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 5.19M | +0.3% | $302.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×14 |
| 2 | The Vanguard Group ✦ (pasivo) | 2.75M | +0.4% | $160.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Wellington Management ✦ | 2.61M | -2.0% | $152.33M | 0.0% | ▼ Trim | 6 | SEC ↗ ×6 |
| 4 | JPMorgan Chase ✦ | 2.54M | n/a | $147.91M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 5 | State Street Global Advisors ✦ (pasivo) | 1.38M | +0.8% | $80.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 880.82K | +1.5% | $51.39M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 717.86K | n/a | $41.87M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 8 | Goldman Sachs Group ✦ | 468.54K | n/a | $27.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Arrowstreet Capital ✦ | 448.99K | +4.6% | $26.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 363.70K | +43.7% | $21.21M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 11 | Renaissance Technologies ✦ | 88.77K | -60.6% | $5.18M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 41.06K | +8.5% | $2.40M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 32.01K | -35.1% | $1.87M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 10.63K | +14.4% | $619,988 | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 15 | Point72 Asset Management ✦ | 8.51K | Nuevo | $496,631 | 0.0% | New | 1 | SEC ↗ |
| 16 | Millennium Management ✦ | 8.46K | -97.5% | $493,413 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 6.81K | +2.4% | $397,089 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Gotham Asset Management ✦ | 5.48K | -75.3% | $319,415 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Point72 Asset Management | $496,631 | 0.0% |
Posición cerrada
| Marshall Wace | $243,180 | 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 más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, 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