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Antipodes Global Fund's investment thesis on Performance Food Group Co. ($PFGC) — Q2 2026 | Buyside Digest

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$PFGCNASDAQPerformance Food Group Co.

BULL

Antipodes Global Fund—PFGC

Fund Letter

Q2 2026

Published June 30, 2026

View Fund Profile

$100.85USD

+2.3% vs last month

$113.09Pitched

-10.8% since pitch

Market Cap$17.9B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Performance Food Group is a leading consolidator in the fragmented US foodservice distribution market with high-single-digit sales growth. Operating leverage, product...

— Antipodes Partners Limited

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