USFD position history
The shares of US Foods (USFD) that GLENVIEW CAPITAL MANAGEMENT, LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q4: 1,619,112 shares, $56M, 1.2% of portfolio, New
- 2022 Q1: 4,419,867 shares, $166M, 3.4% of portfolio, Add +173.0%
- 2022 Q2: 4,624,862 shares, $142M, 3.5% of portfolio, Add +4.6%
- 2022 Q3: 4,624,862 shares, $122M, 3.1% of portfolio
- 2022 Q4: 3,844,102 shares, $131M, 2.9% of portfolio, Reduce −16.9%
- 2023 Q1: 3,591,813 shares, $133M, 2.9% of portfolio, Reduce −6.6%
- 2023 Q2: 2,553,354 shares, $112M, 2.5% of portfolio, Reduce −28.9%
- 2023 Q3: 2,251,723 shares, $89M, 2.0% of portfolio, Reduce −11.8%
- 2023 Q4: 1,753,729 shares, $80M, 1.7% of portfolio, Reduce −22.1%
- 2024 Q1: 2,524,168 shares, $136M, 2.4% of portfolio, Add +43.9%
- 2024 Q2: 2,494,887 shares, $132M, 2.6% of portfolio, Reduce −1.2%
- 2024 Q3: 1,813,427 shares, $112M, 2.2% of portfolio, Reduce −27.3%
- 2024 Q4: 1,608,525 shares, $109M, 2.7% of portfolio, Reduce −11.3%
- 2025 Q1: 1,785,729 shares, $117M, 2.9% of portfolio, Add +11.0%
- 2025 Q2: 1,378,881 shares, $106M, 3.0% of portfolio, Reduce −22.8%
- 2025 Q3: 1,065,329 shares, $82M, 1.8% of portfolio, Reduce −22.7%
- 2025 Q4: 1,137,763 shares, $86M, 1.7% of portfolio, Add +6.8%
- 2026 Q1: 384,007 shares, $35M, 0.89% of portfolio, Reduce −66.2%
- 2026 Q2: not held, Exit
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|