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USFD US Foods Holding Corporation

Consumer Staples, filed as US FOODS HLDG CORP (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 4 managers in 2026 Q2, sold by 1

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

In 2026 Q2, 1 manager opened a position, 3 added, and 1 sold out.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns USFD

Sorted by value, long equity only, as of 2026 Q2.

History
Stephen Mandel, Lone Pine Capital 3.1%, was 2.8% Add +29.5% 4,914,492 $503M History
Dan Sundheim, D1 Capital Partners 1.3% Add +5.1% 4,501,964 $460M History
Ning Jin, Avantyr Capital Partners 8.1%, was 7.1% Add +34.9% 2,159,092 $221M History
Andreas Halvorsen, Viking Global Investors 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

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by USFD's executives, directors and 10% owners in the last 12 months, from their Form 4s

All USFD insider trades
  • None no insider bought on the open market
  • $14.2M sold by 4 insiders outside a trading plan
  • $4.2M sold by 1 insider under 10b5-1 plans
  1. Randy J Taylor See Remarks
    Sale
    $1.3M 11,630 shares at $110.37 14% of stake
    Traded Aug 13 Filed Aug 14
    ↗
  2. William Spencer Hancock See Remarks
    Sale
    $2.4M 21,754 shares at $108.29 18% of stake
    Traded Aug 7 Filed Aug 11
    ↗
  3. Dirk J. Locascio CFO
    Planned sale
    $1.8M 20,000 shares at $91.19 16% of stake
    Traded Mar 30 Filed Mar 31
    ↗
  4. Dirk J. Locascio CFO
    Planned sale
    $2.4M 25,101 shares at $96.59 18% of stake
    Traded Feb 25 Filed Feb 27
    ↗
  5. James David Works Jr. See Remarks
    Sale
    $6.3M 65,737 shares at $96.52 43% of stake
    Traded Feb 18 Filed Feb 20
    ↗
  6. Steven Guberman See Remarks
    Sale
    $4.2M 58,632 shares at $72.00 34% of stake
    Traded Nov 11, 2025 Filed Nov 13, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 47 share withholdings for taxes, 28 stock grants, 11 option exercises, 7 gifts, and 2 other transactions.

Congress

3 members of Congress traded USFD in the last three years: 3 buys and 2 sales. 2 members listed it in 2025 annual reports.

All Congress trades
  1. Val T. Hoyle D-OR-4Spouse Sell $1K–$15K Sep 23, 2025 filed Oct 10, 2025
  2. Lisa C. McClain R-MI-9Spouse Sell $1K–$15K Aug 13, 2025 filed Sep 12, 2025
  3. Val T. Hoyle D-OR-4Spouse Buy $1K–$15K Oct 29, 2024 filed Sep 12, 2025
  4. Lisa C. McClain R-MI-9Spouse Buy $1K–$15K Jul 10, 2025 filed Aug 13, 2025
  5. Tim Moore R-NC-14 Buy $15K–$50K Mar 4, 2025 filed Apr 14, 2025

SEC filings

Recent issuer filings from EDGAR, 18 shown.

Filed Form Detail Links
8-K 1.01,2.03,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.03,5.07,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 14 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.