USFD position history
The shares of US Foods (USFD) that D1 Capital Partners L.P. reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2025 Q1: 1,322,000 shares, $87M, 1.3% of portfolio, New
- 2025 Q2: 1,032,000 shares, $79M, 1.1% of portfolio, Reduce −21.9%
- 2025 Q3: 3,361,200 shares, $258M, 3.0% of portfolio, Add +225.7%
- 2025 Q4: 4,283,474 shares, $323M, 3.0% of portfolio, Add +27.4%
- 2026 Q1: 4,283,474 shares, $395M, 3.5% of portfolio
- 2026 Q2: 4,501,964 shares, $460M, 1.3% of portfolio, Add +5.1%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
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