The Chefs' Warehouse (CHEF) sees 7.2% stake disclosed by Wellington
Rhea-AI Filing Summary
Wellington Management-affiliated entities reported a significant passive stake in The Chefs' Warehouse, Inc. Multiple Wellington entities filed an amended Schedule 13G disclosing beneficial ownership of 2,930,463 shares of common stock, representing 7.2% of the class as of 12/31/2025.
The filing shows no sole voting or dispositive power, with all such powers shared among Wellington entities and their advisory clients. The securities are held in the ordinary course of business and are not intended to change or influence control of The Chefs' Warehouse.
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FAQ
What did Wellington disclose about The Chefs' Warehouse (CHEF) in this Schedule 13G/A?
Wellington-affiliated entities disclosed a passive ownership stake in The Chefs' Warehouse common stock. They reported beneficial ownership of 2,930,463 shares, held for clients, and certified that the position is held in the ordinary course of business and not to influence control of the company.
How large is Wellington’s ownership stake in The Chefs' Warehouse (CHEF)?
Wellington entities reported beneficial ownership of 2,930,463 shares of The Chefs' Warehouse common stock. This position represents 7.2% of the outstanding class as referenced in the filing, making Wellington a sizable institutional holder of the company’s equity securities.
Which Wellington entities are reporting ownership in The Chefs' Warehouse (CHEF)?
The reporting persons are Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP. These entities are part of a parent holding and investment advisory structure that manages shares for underlying advisory clients owning the stock of record.
Is Wellington’s stake in The Chefs' Warehouse (CHEF) considered passive or activist?
The stake is described as passive. Wellington certified that the securities were acquired and are held in the ordinary course of business and were not acquired or held for the purpose of changing or influencing control of The Chefs' Warehouse or in connection with any such control-related transaction.
What is the event date for Wellington’s reported ownership in The Chefs' Warehouse (CHEF)?
The event date triggering this amended Schedule 13G filing is 12/31/2025. As of that date, the Wellington-affiliated entities collectively reported beneficial ownership of 2,930,463 shares of The Chefs' Warehouse common stock, representing 7.2% of the outstanding class.