United Natural Foods, Inc.
MX ˙ BMV ˙ US9111631035
SecurityMX:UNFI / United Natural Foods, Inc.
InstitutionGotham Asset Management, LLC
ManagerJoel Greenblatt
Latest Disclosed Ownership55,017 shares
Latest Disclosed Value $ 2,479,066
Gotham Asset Management, LLC reports 44.04% decrease in ownership of UNFI / United Natural Foods, Inc.

On May 15, 2026 - Gotham Asset Management, LLC filed a 13F-HR form disclosing ownership of 55,017 shares of United Natural Foods, Inc. (MX:UNFI) valued at $2,479,066 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 98,322 shares of United Natural Foods, Inc.. This represents a change in shares of -44.04% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F UNITED NAT FOODS COM 911163103 55,017 -43,305 -44.04 2,479 -25.11 0.0076
2026-02-17 2025-12-31 13F UNITED NAT FOODS COM 911163103 98,322 49,806 102.66 3,311 81.37 0.0121
2025-11-14 2025-09-30 13F UNITED NAT FOODS COM 911163103 48,516 -21,933 -31.13 1,825 11.14 0.0079
2025-08-14 2025-06-30 13F UNITED NAT FOODS COM 911163103 70,449 9,109 14.85 1,642 -2.26 0.0098
2025-05-15 2025-03-31 13F UNITED NAT FOODS COM 911163103 61,340 15,528 33.90 1,680 34.29 0.0140
2025-02-14 2024-12-31 13F UNITED NAT FOODS COM 911163103 45,812 45,812 1,251 0.0119
2023-02-14 2022-12-31 13F UNITED NAT FOODS COM 911163103 0 -9,221 -100.00 0 -100.00
2022-11-14 2022-09-30 13F UNITED NAT FOODS COM 911163103 9,221 -644 -6.53 317 -18.51 0.0095
2022-08-15 2022-06-30 13F UNITED NAT FOODS COM 911163103 9,865 935 10.47 389 5.42 0.0125
2022-05-16 2022-03-31 13F UNITED NAT FOODS COM 911163103 8,930 -17,933 -66.76 369 -72.00 0.0114
2022-02-14 2021-12-31 13F UNITED NAT FOODS COM 911163103 26,863 26,863 1,318 0.0425
2021-08-16 2021-06-30 13F UNITED NAT FOODS COM 911163103 0 -29,272 -100.00 0 -100.00
2021-05-17 2021-03-31 13F UNITED NAT FOODS COM 911163103 29,272 9,183 45.71 964 200.31 0.0430
2021-02-16 2020-12-31 13F UNITED NAT FOODS COM 911163103 20,089 -7,582 -27.40 321 -21.90 0.0106
2020-11-16 2020-09-30 13F UNITED NAT FOODS COM 911163103 27,671 -34,056 -55.17 411 -63.43 0.0132
2020-08-13 2020-06-30 13F UNITED NAT FOODS COM 911163103 61,727 50,975 474.10 1,124 1,035.35 0.0336
2020-05-15 2020-03-31 13F UNITED NAT FOODS COM 911163103 10,752 10,752 99 0.0027
2019-02-14 2018-12-31 13F UNITED NAT FOODS COM 911163103 0 -14,238 -100.00 0 -100.00
2018-11-14 2018-09-30 13F UNITED NAT FOODS COM 911163103 14,238 14,238 426 0.0059
2018-08-14 2018-06-30 13F UNITED NAT FOODS COM 911163103 0 -6,199 -100.00 0 -100.00
2018-05-15 2018-03-31 13F UNITED NAT FOODS COM 911163103 6,199 -45,866 -88.09 266 -89.63 0.0037
2018-02-14 2017-12-31 13F UNITED NAT FOODS COM 911163103 52,065 -202,542 -79.55 2,565 -75.78 0.0372
2017-11-14 2017-09-30 13F UNITED NAT FOODS COM 911163103 254,607 -34,415 -11.91 10,589 -0.17 0.1555
2017-08-14 2017-06-30 13F UNITED NAT FOODS COM 911163103 289,022 258,346 842.18 10,607 699.92 0.1488
2017-05-15 2017-03-31 13F UNITED NAT FOODS COM 911163103 30,676 23,456 324.88 1,326 284.35 0.0168
2017-02-14 2016-12-31 13F UNITED NAT FOODS COM 911163103 7,220 -87,091 -92.34 345 -90.86 0.0044
2016-11-14 2016-09-30 13F UNITED NAT FOODS COM 911163103 94,311 -328,564 -77.70 3,776 -80.92 0.0492
2016-08-15 2016-06-30 13F UNITED NAT FOODS COM 911163103 422,875 -97,495 -18.74 19,791 -5.63 0.2373
2016-05-16 2016-03-31 13F UNITED NAT FOODS COM 911163103 520,370 230,398 79.46 20,971 83.75 0.2351
2016-02-16 2015-12-31 13F UNITED NAT FOODS COM 911163103 289,972 289,972 2,128.84 11,413 1,525.78 0.1239
2013-11-14 2013-09-30 13F UNITED NAT FOODS COM 911163103 0 -13,010 -100.00 0 -100.00
2013-08-15 2013-06-30 13F/A-1 UNITED NAT FOODS COM 911163103 13,010 13,010 702 0.0301
2013-08-14 2013-06-30 13F UNITED NAT FOODS COM 911163103 13,010 702 0.0299
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.