United Natural Foods, Inc. (UNFI): A Bull Case Theory
We came across a bullish thesis on United Natural Foods, Inc. on The Value Road’s Substack. In this article, we will summarize the bulls’ thesis on UNFI.
United Natural Foods Inc (UNFI)
Market is closed
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. | D E Shaw D. E. Shaw | 2,913,557 | $79,802,326 | +1% | 0.07% |
| 2. | Marshall Wace LLP Paul Marshall And Ian Wace | 1,673,765 | $45,844,422 | +24% | 0.06% |
| 3. | Valueworks LLC Charles Lemonides | 371,348 | $10,171,222 | -21% | 3.84% |
| 4. | Millennium Management Israel Englander | 332,973 | $9,120,130 | +59% | 0% |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 312,137 | $8,549,432 | -47% | 0.01% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $11.99 | 6,275 | $75,237.25 | 179,823 | 2024-03-11 | Filing | |
| $13.68 | 5,490 | $75,103.20 | 141,790 | 2023-10-05 | Filing | |
| $13.32 | 11,265 | $150,049.80 | 162,201 | 2023-10-04 | Filing | |
| $22.22 | 45,168 | $1,003,632.96 | 150,936 | 2023-03-24 | Filing | |
| $33.98 | 2,932 | $99,629.36 | 56,763 | 2022-09-29 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $32.00 | 13,700 | $438,400.00 | 43,793 | 2025-02-12 | Filing | |
| $22.10 | 9,050 | $200,005.00 | 88,218 | 2024-10-17 | Filing | |
| $19.78 | 15,152 | $299,706.56 | 100,423 | 2024-10-04 | Filing | |
| $11.35 | 4,375 | $49,656.25 | 32,865 | 2024-04-01 | Filing | |
| $14.94 | 16,061 | $239,951.34 | 0 | 2023-10-11 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 10,289,208 | $281,821,401 | 0.01% | |
| 2. | 7,482,116 | $204,935,157 | 0% | |
| 3. | 3,579,428 | $98,036,442 | 0.02% | |
| 4. | 2,433,948 | $66,665,836 | 0.04% | |
| 5. | 2,366,965 | $64,831,171 | 0% |
News See All
United Natural Foods, Inc. (UNFI) Announces Q3 2025 Results; BMO Capital Lowers PT
The company reported strong results for Q3 2025 with a 7.5% increase in sales and a 21% growth in adjusted EBITDA. Meanwhile, an IT breach was announced that disrupted the company’s operations.
7 Best Future Food Stocks to Buy According to Analysts
A big shift is taking place in the global food industry. This shift is driven by increasing health awareness among consumers, leading to responsible food production.
Will United Natural Foods (UNFI) Benefit from Grocery Trade-Down Trend?
Kingdom Capital Advisors, a private investment firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
United Natural Foods, Inc. (NYSE:UNFI) Q3 2025 Earnings Call Transcript
Operator: Ladies and gentlemen, thank you for standing by. My name is Krista, and I will be your conference operator today.
12 Best Food Stocks to Buy Under $30
On April 25, Shana Sissel, Founder & CEO of Banrion Capital Mgmt, appeared on CNBC to talk about the struggles in the consumer staple sector and investor caution due to tariffs and “Trump exhaustion...
10 Best Food Stocks to Buy According to Billionaires
A significant contributor to the global economy, the food business has changed over time to meet shifting consumer needs, technological breakthroughs, and market conditions.
Does United Natural Foods (UNFI) Have a Clear Path to Stock Doubling?
Kingdom Capital Advisors, a private investment firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
United Natural Foods, Inc. (NYSE:UNFI) Q2 2025 Earnings Call Transcript
Operator: Thank you for standing by. My name is Karen, and I will be your conference operator today. At this time, I would like to welcome everyone to the UNFI Quarter Two Fiscal 2025 Earnings Call.
10 Best Organic Food and Farming Stocks To Invest In
Organic farming practices focus on using natural methods to cultivate crops, avoiding synthetic fertilizers and pesticides.
Billionaire Hedge Funds
