United Natural Foods (UNFI) Gains from Growing Optimism and Capital Allocation
Kingdom Capital Advisors, a registered investment advisor, released its first quarter 2026 investor letter. A copy of the letter is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | D E Shaw D. E. Shaw | 1,586,166 | $71,472,640 | -11% | 0.04% |
| 2. | Rima Senvest Management Richard Mashaal | 1,237,132 | $55,745,168 | -41% | 1.85% |
| 3. | Lakewood Capital Management Anthony Bozza | 655,000 | $29,514,300 | +20% | 1.86% |
| 4. | Marshall Wace LLP Paul Marshall And Ian Wace | 612,466 | $27,597,719 | +20% | 0.03% |
| 5. | Trexquant Investment LP Tyger (Taesoon) Park | 450,431 | $20,296,421 | +18% | 0.15% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.30 | 2,000 | $66,600.00 | 194,178 | 2026-01-05 | Filing | |
| $33.76 | 15,000 | $506,400.00 | 192,178 | 2026-01-02 | Filing | |
| $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 |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $52.00 | 4,807 | $249,964.00 | 98,470 | 2026-05-06 | Filing | |
| $34.67 | 9,439 | $327,250.13 | 81,234 | 2025-12-22 | Filing | |
| $33.08 | 4,261 | $140,953.88 | 37,369 | 2025-12-18 | Filing | |
| $37.00 | 5,405 | $199,985.00 | 89,544 | 2025-09-30 | Filing | |
| $33.84 | 6,250 | $211,500.00 | 94,949 | 2025-09-30 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 10,410,538 | $469,098,843 | 0.01% | |
| 2. | 4,344,530 | $195,764,522 | 0.01% | |
| 3. | 3,508,581 | $158,096,026 | 0.03% | |
| 4. | 3,335,013 | $150,275,686 | 0.08% | |
| 5. | 2,577,241 | $116,130,479 | 0% |