United Natural Foods (UNFI) Faced a Cyber Attack in June

Kingdom Capital Advisors, a private investment firm, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The firm started the business four years ago with a clear goal of investing in overlooked microcap companies that yield exceptional returns. Despite significant challenges in 2025, including a bankruptcy in January, a key investment losing customers in May, and a cyberattack on the largest holding in June, the firm achieved a 17.45% return net of fees, illustrating the resilience of a focused, research-intensive strategy. The composite returned 8.88% (net of fees) in the fourth quarter, compared to 2.19% for the Russell 2000 TR, 2.68% for the S&P 500 TR, and 2.47% for the NASDAQ 100 TR. In addition, please check the fund’s top five holdings to know its best picks in 2025.

In its fourth-quarter 2025 investor letter, Kingdom Capital Advisors highlighted stocks such as United Natural Foods, Inc. (NYSE:UNFI). United Natural Foods, Inc. (NYSE:UNFI) distributes natural, organic, specialty, produce, and conventional grocery and non-food products.  The one-month return of United Natural Foods, Inc. (NYSE:UNFI) was 0.58%, and its shares gained 20.92% of their value over the last 52 weeks. On January 8, 2026, United Natural Foods, Inc. (NYSE:UNFI) stock closed at $33.00 per share, with a market capitalization of $2.011 billion.

Kingdom Capital Advisors stated the following regarding United Natural Foods, Inc. (NYSE:UNFI) in its fourth quarter 2025 investor letter:

"Our largest Q4 detractors were United Natural Foods, Inc. (NYSE:UNFI) and Total Site Solutions, Inc. (TSSI). For FY25, our top contributors were UNFI and NVRI. Despite UNFI's December investor day where management laid out their path to $800M EBITDA by FY28, the stock pulled back on weakening investor sentiment. Presumably, some investors were hoping to hear more details around long-term capital allocation. We view this as temporary noise relative to their fundamental progress, and we were satisfied that UNFI subsequently pointed towards prioritizing stock buybacks after debt paydown progresses."

United Natural Foods, Inc. (NYSE:UNFI) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 25 hedge fund portfolios held United Natural Foods, Inc. (NYSE:UNFI) at the end of the third quarter, compared to 27 in the previous quarter. The net sales of United Natural Foods, Inc. (NYSE:UNFI) for the first quarter of fiscal 2026 totaled $7.8 billion, remaining consistent with the previous quarter. While we acknowledge the potential of United Natural Foods, Inc. (NYSE:UNFI) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered United Natural Foods, Inc. (NYSE:UNFI) and shared the list of best small-cap value stocks to buy. In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.