Follow-The-Filings

Security · featured owners

USFD US Foods Hldg Corp.

Consumer Staples COM Equity as of 2026 Q2 among managers we track

  • 4 Owners
  • Max 8.1%
  • $1.4B
  • 1 new 3 add 1 exit

USFD (US Foods Hldg Corp.) is held in 4 featured 13F books as of 2026 Q2. Ning Jin - Avantyr Capital Partners is the largest tracked holder by portfolio weight (8.1%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 8.1% (Ning Jin - Avantyr Capital Partners) · not free-float ownership

  1. Ning Jin add 8.1%
  2. Stephen Mandel add 3.1%
  3. Dan Sundheim add 1.3%
  4. Andreas Halvorsen new 0.51%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Stephen Mandel - Lone Pine Capital 2026 Q2 3.1% Add +29.5% 4,914,492 $503M history
Dan Sundheim - D1 Capital Partners 2026 Q2 1.3% Add +5.1% 4,501,964 $460M history
Ning Jin - Avantyr Capital Partners 2026 Q2 8.1% Add +34.9% 2,159,092 $221M history
Andreas Halvorsen - Viking Global Investors 2026 Q2 0.51% New 0.51% 1,734,346 $177M history
Glenview Capital Management exited 2026 Q2 last 2026 Q1 0.89% Exit −0.89% 384,007 $35M history

4 current · 1 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 8 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 5.03,5.07,9.01 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
DEFA14A Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 10 rows shown

Filed Form Detail Links
4 Period Aug 14, 2026 Filing Doc
4 Period Aug 13, 2026 Filing Doc
4 Period Aug 7, 2026 Filing Doc
4 Period Jun 5, 2026 Filing Doc
4 Period May 19, 2026 Filing Doc
4 Period May 14, 2026 · 7 forms Filing Doc
4 Period Mar 27, 2026 · 5 forms Filing Doc
4 Period Mar 30, 2026 Filing Doc
4 Period Mar 27, 2026 · 4 forms Filing Doc
4 Period Mar 24, 2026 · 3 forms Filing Doc

Updated 4 days ago Source: SEC EDGAR submissions All on EDGAR

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