Yorktown Management & Research Co Inc CHEF Chefs' Warehouse, Inc./The

Ownership history in Yorktown Management & Research Co Inc  ·  9 quarters on record

AI Ownership Summary

Yorktown Management & Research Co Inc reported Chefs' Warehouse, Inc./The (CHEF) in 9 quarterly 13F filings from 2024 Q2 through 2026 Q2. Peak portfolio weight reached 0.43% in 2025 Q2. The latest visible filing shows CHEF at 0.41% 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.

What this CHEF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Yorktown Management & Research Co Inc's position in Chefs' Warehouse, Inc./The, 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
2026 Q2

CHEF was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2025 Q2

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

Time in book
Holding Window
2024 Q2 to 2026 Q2

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.

How Yorktown Management & Research Co Inc held CHEF — position size vs. price
% of Fund (quarterly)    CHEF 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)
2026 Q2 UNCHANGED 7,050 0% 0.41% $678K 2026-07-23 $94.48
2026 Q1 UNCHANGED 7,050 0% 0.35% $419K 2026-04-20 $65.51
2025 Q4 UNCHANGED 7,050 0% 0.35% $439K 2026-01-23 $63.89
2025 Q3 UNCHANGED 7,050 0% 0.33% $411K 2025-10-29 $62.35
2025 Q2 UNCHANGED 7,050 0% 0.43% $450K 2025-08-04 $66.90
2025 Q1 UNCHANGED 7,050 0% 0.42% $384K 2025-04-23 $53.85
2024 Q4 UNCHANGED 7,050 0% 0.33% $348K 2025-01-27 $54.49
2024 Q3 UNCHANGED 7,050 0% 0.30% $296K 2024-10-25 $39.36
2024 Q2 INITIATED 7,050 0.30% $276K 2024-07-30 $41.23

FAQ About Yorktown Management & Research Co Inc and CHEF

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

How long has Yorktown Management & Research Co Inc reported owning CHEF?

Yorktown Management & Research Co Inc reported CHEF across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported CHEF position in Yorktown Management & Research Co Inc's portfolio?

The largest reported portfolio weight for CHEF was 0.43% in 2025 Q2.

What is the latest reported CHEF position on this page?

The most recent filing on this page is 2026 Q2, when Yorktown Management & Research Co Inc reported 7,050 shares, equal to 0.41% of portfolio, with an estimated market value of $678K.

What does the chart on this CHEF ownership page compare?

The chart compares Yorktown Management & Research Co Inc's quarterly CHEF 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.

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