Follow-The-Filings

Security

USFD

US Foods Hldg Corp. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners 2 new 2 exits max 3.5% (Dan Sundheim - D1 Capital...)

grid → activity →
owners 14
max % 3.5%
tracked value $3B
qoq N 2 A 3 R 5 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Dan Sundheim - D1 Capital Partners L.P. 2026 Q1 3.5% — 4,283,474 $395M hist
Stephen Mandel - Lone Pine Capital LLC 2026 Q1 2.8% New 2.8% 3,795,998 $350M hist
Glenview Capital Management, LLC 2026 Q1 0.9% Reduce -0.85 pp 384,007 $35M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add +0.02 pp 469,254 $43M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Reduce -0.01 pp 1,720,107 $157M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +0.04 pp 682,529 $63M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 21,875,536 $1.6B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.02 pp 2,560,390 $193M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 428,577 $40M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 122,159 $11M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.04 pp 58,359 $5M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% New 0.0% 180,678 $17M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 42,247 $3M hist
Ancora Advisors LLC 2026 Q1 0.0% — 940 $87 hist
Davidson Kempner Capital Management LP exited 2026 Q1 last 2025 Q4 0.4% Exit -0.38 pp 316,262 $24M hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.1% Exit -0.05 pp 396,200 $30M hist

14 current · 2 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $35.6B $37.88B $39.42B
Gross profit $6.15B $6.53B $6.86B
Gross margin * 17.3% 17.3% 17.4%
Net income $506M $494M $676M
Net margin * 1.4% 1.3% 1.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $4.03B $3.97B $4.16B
Total non-current assets * $9.16B $9.46B $9.78B
Total assets $13.19B $13.44B $13.94B
Total current liabilities $3.11B $3.3B $3.59B
Total non-current liabilities * $5.33B $5.61B $6.04B
Total equity $4.75B $4.53B $4.31B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.14B $1.17B $1.37B
Cash from investing -$495M -$552M -$497M
Cash from financing -$587M -$831M -$890M
Net change in cash $58M -$209M -$18M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders