The Chefs' Warehouse, Inc. (CHEF): A Bear Case Theory
We came across a bearish thesis on The Chefs’ Warehouse, Inc. on Valueinvestorsclub.com by yarak775. In this article, we will summarize the bears’ thesis on CHEF.
Chefs' Warehouse Inc. (CHEF)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Greenhouse Funds Joe Milano | 1,598,670 | $87,063,568 | -35% | 4.08% |
| 2. | 34,200,000 | $47,561,514 | +1% | 0.01% | |
| 3. | 18,300,000 | $25,406,556 | -10% | 0.9% | |
| 4. | Select Equity Group Robert Joseph Caruso | 452,843 | $24,661,830 | +525% | 0.11% |
| 5. | D E Shaw D. E. Shaw | 243,957 | $13,285,898 | +166% | 0.01% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $23.52 | 855 | $20,109.60 | 37,437 | 2023-11-10 | Filing | |
| $23.29 | 850 | $19,796.50 | 44,221 | 2023-11-10 | Filing | |
| $29.58 | 1,000 | $29,580.00 | 43,371 | 2023-08-09 | Filing | |
| $29.12 | 855 | $24,897.60 | 36,582 | 2023-08-09 | Filing | |
| $30.54 | 982 | $29,990.28 | 32,334 | 2023-03-13 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $65.21 | 5,000 | $326,050.00 | 52,050 | 2025-07-14 | Filing | |
| $65.01 | 12,500 | $812,625.00 | 57,050 | 2025-07-14 | Filing | |
| $54.70 | 18,717 | $1,023,872.31 | 754,930 | 2025-03-10 | Filing | |
| $54.07 | 81,283 | $4,395,305.07 | 773,647 | 2025-03-10 | Filing | |
| $62.00 | 4,000 | $248,000.00 | 147,892 | 2025-03-06 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,000,000 | $12,478,743 | 1.54% | |
| 2. | 21,267 | $1,357,047 | 0.24% | |
| 3. | 166,000 | $258,296 | 0.03% | |
| 4. | 3,992 | $254,730 | 0.05% | |
| 5. | 3,104 | $194,869 | 0.05% |
News See All
Chef’s Warehouse (CHEF) Gained 10% in Q1
TimesSquare Capital Management, an equity investment management company, released its “U.S. Small Cap Growth Strategy” first-quarter 2025 investor letter.
The Chefs' Warehouse, Inc. (NASDAQ:CHEF) Q1 2025 Earnings Call Transcript
Operator: Greetings, and welcome to the Chefs' Warehouse First Quarter 2025 Earnings Conference Call. As a reminder, this conference is being recorded.
The Chefs' Warehouse, Inc. (NASDAQ:CHEF) Q4 2024 Earnings Call Transcript
Operator: Greetings, and welcome to The Chefs' Warehouse Fourth Quarter 2024 Earnings Conference Call. As a reminder, this conference is being recorded.
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The Chefs' Warehouse, Inc. (NASDAQ:CHEF) Q3 2024 Earnings Call Transcript
Operator: Greetings, and welcome to the Chefs' Warehouse Third Quarter 2024 Earnings Conference Call. As a reminder, this conference is being recorded.
9 Best Pizza Stocks to Buy Now
Originating from Italy hundreds of years ago, and spreading across the globe like wildfire ever since, pizza has always been the consumers’ go-to food option, and hence, its market is growing to date...
The Chefs' Warehouse, Inc. (NASDAQ:CHEF) Q2 2024 Earnings Call Transcript
Operator: Greetings, and welcome to the Chefs' Warehouse Second Quarter 2024 Earnings Conference Call. As a reminder, this conference is being recorded.
9 Best Pizza Stocks to Buy Now
The pizza market is experiencing steady growth. IMARC Group reported in their market analysis of global Pizza market types (Vegan and Non.
The Chefs' Warehouse, Inc. (NASDAQ:CHEF) Q1 2024 Earnings Call Transcript
The Chefs' Warehouse, Inc. beats earnings expectations. Reported EPS is $0.15, expectations were $0.07.
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