UNF (UNIFIRST CORP) is held by 2 tracked superinvestors with an aggregate position value of $33M based on the most recent SEC 13F filings. Top institutional holders include: Tweedy Browne, Third Avenue Management.

How much UNF do superinvestors hold in aggregate?

Across 2 tracked managers, superinvestors collectively report $33M in UNF positions worth 130,105 shares.

What is the largest holder of UNF?

The largest tracked holder of UNF is Tweedy Browne (Tweedy Browne Company) with 101,671 shares worth $26M, representing 2.03% of their portfolio.

← Top Holdings

UNFUNIFIRST CORP

CUSIP: 904708104

Guru Owners

$32.7M

Total Value Held

130,105

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Tweedy Browne	Tweedy Browne Company	101671	$25.6M	2.03%	$251.59	Q1 2026
Third Avenue Management	Third Avenue Management	28434	$7.2M	1.16%	$251.59	Q1 2026

Tweedy Browne

$25.6M

2.03%

Third Avenue Management

$7.2M

1.16%

📊 Fundamentals

Market Cap$5.0B

P/E Ratio43.3x

Above market avg

Forward P/E34.3x

P/FCF50.2x

EPS (TTM)$6.33

Revenue (TTM)$2.5B

Profit Margin4.64%

Div Yield0.53%

Beta0.63

52-Week Range

$147.66

$283.77

Current: $274.02

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 43.3x trailing earnings → 34.3x forward · 4.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '262 owners · $32.7M

REDUCEDTweedy Browne$25.6M

Q4 '252 owners · $25.2M

NEWTweedy Browne$19.7M

INCREASEDThird Avenue Management$5.5M

SOLDRay Dalio

SOLDFPA Queens Road

Q3 '253 owners · $4.8M

INCREASEDThird Avenue Management$4.3M

NEWRay Dalio$272K

INCREASEDFPA Queens Road$260K

Q2 '252 owners · $7.1M

INCREASEDFPA Queens Road$2.7M

Q1 '252 owners · $6.5M

INCREASEDFPA Queens Road$2.5M

Q4 '242 owners · $6.4M

NEWFPA Queens Road$2.4M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

4%analyst est. 3.6%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

4.0%current: 4.0%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data