STOCK TITAN

Wellington entities disclose 3.37M-shares stake in The Chefs' Warehouse (CHEF)

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Wellington Management Group LLP filed an amendment to a Schedule 13G reporting shared voting and dispositive authority over 3,369,602 shares of The Chefs' Warehouse, Inc. common stock. The filing lists shared voting power 1,927,396 and states beneficial ownership of 8.26% of the class.

The filing attributes ownership to multiple Wellington entities and investment advisers and is signed by Matthew Revell as Compliance Manager.

Positive

  • None.

Negative

  • None.

Insights

Large passive stake disclosed across Wellington entities; no change-of-control language.

The amendment reports 3,369,602 shares of shared dispositive power and 1,927,396 shares of shared voting power, representing 8.26% of the class. The stake is held through multiple Wellington holding companies and advisers, indicating pooled client ownership rather than a single controlling holder.

Future filings could show shifts if any Wellington adviser rebalances client portfolios; timing and cash‑flow treatment are not specified in the excerpt.

Amendment clarifies ownership structure and parent/subsidiary relationships.

The filing enumerates parent and adviser entities (e.g., Wellington Group Holdings LLP, Wellington Investment Advisers) and states record ownership is held by clients of the advisers. It follows Schedule 13G disclosure conventions for institutional investors.

Signatures by a Compliance Manager are included; the filing does not state any additional voting arrangements or special rights.

Shared dispositive power 3,369,602 shares reported in filing cover responses
Shared voting power 1,927,396 shares reported in filing cover responses
Percent of class 8.26% Item 4(b) ownership percent
CUSIP 163086101 cover page identifier
Schedule 13G/A regulatory
"Amendment No. 2 and Item 1 name of issuer"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
Shared Dispositive Power financial
"Shared Dispositive Power 3,369,602.00"
Beneficially owned regulatory
"Amount beneficially owned: See the responses to Item 9"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Investment Adviser (IA) regulatory
"Wellington Management Company LLP - IA"
An investment adviser (IA) is a person or firm that provides personalized guidance on buying, selling, or holding investments and often manages client portfolios for a fee. Investors should care because an IA has a legal duty to act in the client's best interest—think of them as a navigator who plans and steers your financial journey—so their advice, fee structure and potential conflicts can directly affect returns and financial risk.
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163086101

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Group Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Investment Advisors Holdings LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026
Wellington Management Company LLP
Signature:Matthew Revell
Name/Title:Compliance Manager
Date:05/15/2026

FAQ

What stake does Wellington report in CHEF?

Wellington reports shared dispositive power over 3,369,602 shares, representing 8.26% of The Chefs' Warehouse common stock. The filing attributes voting and dispositive authority to multiple Wellington entities rather than a single record holder.

Which Wellington entities are named in the Schedule 13G/A?

The filing lists Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP. It also references several Wellington investment adviser subsidiaries as the record owners for clients.

Does the filing indicate sole voting or dispositive power?

No. The filing shows 0 sole voting and dispositive power and reports shared voting power 1,927,396 and shared dispositive power 3,369,602, indicating collective authority across Wellington entities.

Are the shares owned directly by Wellington or its clients?

The disclosure states the securities are owned of record by clients of the Wellington investment advisers and controlled directly or indirectly by the Wellington holding and adviser entities; client-level owners are not identified beyond that structure.

What identifier is used for The Chefs' Warehouse stock in the filing?

The filing lists the CUSIP for The Chefs' Warehouse common stock as 163086101 on the cover information accompanying the Schedule 13G/A.