VALUEWORKS LLC UNFI — UNITED NAT FOODS INC

Ownership history in VALUEWORKS LLC  ·  29 quarters on record

AI Ownership Summary

VALUEWORKS LLC reported UNITED NAT FOODS INC (UNFI) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.25% in 2025 Q3. The latest visible filing shows UNFI at 3.40% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UNFI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was VALUEWORKS LLC's position in UNITED NAT FOODS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UNFI was reported at 3.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.25% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UNFI stock page VALUEWORKS LLC fund profile VALUEWORKS LLC full holdings
How VALUEWORKS LLC held UNFI — position size vs. price
% of Fund (quarterly)    UNFI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 383,800 -4,813 -1.2% 3.40% $12.9M 2026-02-14 (Est.) $40.30
2025 Q3 ADDED — — — 388,613 +18,655 +5.0% 4.25% $14.6M 2025-11-14 $38.63
2025 Q2 REDUCED — — — 369,958 -1,390 -0.4% 2.84% $8.6M 2025-08-12 $26.76
2025 Q1 REDUCED 20.4% -14.9% ✅ 371,348 -95,005 -20.4% 3.84% $10.2M 2025-05-14 $28.41
2024 Q4 REDUCED 7.0% +0.3% ❌ 466,353 -35,333 -7.0% 4.24% $12.7M 2025-02-14 $34.00
2024 Q3 REDUCED — — — 501,686 -935 -0.2% 2.69% $8.4M 2024-11-14 $21.45
2024 Q2 ADDED — — — 502,621 +17,785 +3.7% 2.05% $6.6M 2024-08-12 $12.32
2024 Q1 ADDED — — — 484,836 +1,380 +0.3% 1.81% $5.6M 2024-05-13 $10.00
2023 Q4 REDUCED — — — 483,456 -3,700 -0.8% 2.66% $7.8M 2024-02-13 $16.08
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UNFI

As of 2026 Q1 — sorted by position size

NIA IMPACT ADVISORS, LLC 3Y 1.69% Counterpoint Mutual Funds LLC 3Y 0.63% Phocas Financial Corp. 3Y 7Y 0.54% Enhancing Capital LLC 3Y 0.42% STEINBERGANNA WEALTH MANAGEMENT 0.33% Arjuna Capital 3Y 7Y 0.24% Bayforest Capital Ltd 0.15% Pacific Point Advisors, LLC 0.12% ANB BANK 0.12% River Road Asset Management, LLC 3Y 7Y 0.11%

FAQ About VALUEWORKS LLC and UNFI

These are the practical questions this page is built to answer before you even open the full history table.

How long has VALUEWORKS LLC reported owning UNFI?

VALUEWORKS LLC reported UNFI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UNFI position in VALUEWORKS LLC's portfolio?

The largest reported portfolio weight for UNFI was 4.25% in 2025 Q3.

What is the latest reported UNFI position on this page?

The most recent filing on this page is 2025 Q4, when VALUEWORKS LLC reported 383,800 shares, equal to 3.40% of portfolio, with an estimated market value of $12.9M.

What does the chart on this UNFI ownership page compare?

The chart compares VALUEWORKS LLC's quarterly UNFI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did VALUEWORKS LLC time their UNFI position?

Based on 13F filing dates vs. subsequent UNFI price moves, VALUEWORKS LLC correctly timed 15 out of 28 reported position changes (54%). The annualised alpha on UNFI relative to SPY over the holding period was +-0.0%.

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