Kingdom Capital
UNFI · Food & everyday goods

United Natural Foods

Delivers groceries to supermarkets, including Whole Foods.
Owns it

What the manager says

In short: Grocery wholesaler sticking to its plan; profits expected to beat forecasts while the stock stays cheap.

The numbers

Share of the fund
Not disclosed
Named in
Q3 2026 letter
Also owned by
No other fund we follow
More about United Natural Foods
This fund doesn’t file the government report, so share counts aren’t public.
Read the letter
Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works