InvestorLens

CHEF — CHEFS' WAREHOUSE INC/THE - US

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying CHEF?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 2 buying vs 0 selling last quarter
67
Macro Tailwind
Macro conditions are mixed for this sector
56
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their CHEF position last quarter, 2 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Expansion regime).

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (Izzy Englander, Paul Tudor Jones)
  • +3 tracked investors reported holding CHEF at their latest filing
  • +Macro Health is 56/100 in a Expansion regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/19/2026.

About CHEFS' WAREHOUSE INC/THE - US (CHEF)

CHEFS' WAREHOUSE INC/THE - US (CHEF) appears in the most recent 13F filings of 3 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $27M. Across recent filings, tracked investors recorded 10 new positions, 1 increased, 3 reduced, and 8 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in CHEF

50
/100
Mixed Activity
Added / Increased11
Reduced3
Exited8
BearishBullish
Crowded Trade Score™

How many top investors track CHEF

20
/100
Emerging Interest
3investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

CHEF Ownership Composition

How CHEFS' WAREHOUSE INC/THE - US is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
89% of tracked value
Institutions
3
tracked investors
Total Reported
$21.4M
combined 13F value
Types2
  • Multi-Strategy / Quant88.6%
  • Macro11.4%
Multi-Strategy / Quant(2)
88.6%
Macro(1)
11.4%

Tracked investors currently reporting CHEF

1 tracked investor has since exited this position — listed separately below.

  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    146.7K
    Value
    $14.1M
    % Portfolio
    0.01%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    50.2K
    Value
    $4.8M
    % Portfolio
    0.00%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    25.3K
    Value
    $2.4M
    % Portfolio
    0.00%

Previously held CHEF

These investors reported CHEF in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Steve CohenPoint72 Asset Management8.5K$496.6KSep 30, 2025

Recent activity

Frequently asked questions

How many institutional investors hold CHEF?
3 tracked institutional investors disclosed a position in CHEF (CHEFS' WAREHOUSE INC/THE - US) in their most recent 13F filing.
Who is the largest institutional holder of CHEF?
Izzy Englander, Millennium Management, holds the largest disclosed position in CHEF, valued at $27M.
Did institutional ownership of CHEF increase or decrease?
Across recent 13F filings, tracked investors recorded 10 new positions, 1 increased, 3 reduced, and 8 fully exited CHEF.
Where does this CHEF ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.