NYSE · Consumer Discretionary

US FOODS HLDG CORP USFD

US Foods Holding Corp., together with its subsidiaries, markets, sells, and distributes fresh, frozen, and dry food and non-food products to foodservice customers in the United States. The company also provides MOXē, an all-in-one foodservice business application. Its customers include independently owned single and multi-unit restaurants, regional concepts, national restaurant chains, hospitals, nursing homes, hotels and motels, country clubs, government and military organizations, colleges and universities, and retail locations.

Food Distributors

Company profile

Business mix

  • The company also provides MOXē, an all-in-one foodservice business application.
  • The company was formerly known as USF Holding Corp. and changed its name to US Foods Holding Corp. in February 2016.
  • US Foods Holding Corp. was incorporated in 2007 and is headquartered in Rosemont, Illinois.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in food distribution?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 28.38 FCF 4.55% Buyback 5.51%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Lone Pine Capital Stephen Mandel 2.8% $350.0M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $43.3M 2026-03-31
Glenview Capital Management Larry Robbins 0.9% $35.4M 2026-03-31
Sessa Capital 0.2% $10.2M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 2 Last 2 13F filing periods
Net reducers 3 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $358.5M Estimated from net added shares
Reduction amount $332.5M Estimated from net reduced shares
Net share change / base shares -11.8% -638,920 / 5,398,883
Lone Pine Capital Stephen Mandel 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$350.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 2 periods +3,795,998 (New) Total shares 3,795,998 Value $350.0M
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 11.0% 13F value change +$2.6M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 12.1% 13F value change +$11.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 377,259 Last 2 periods +91,995 (+24.4%) Total shares 469,254 Value $43.3M
Glenview Capital Management Larry Robbins 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 6.8% 13F value change +$4.1M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -66.2% 13F value change -$50.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,065,329 Last 2 periods -681,322 (-64.0%) Total shares 384,007 Value $35.4M
Sessa Capital 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -43.0% 13F value change -$26.3M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -75.2% 13F value change -$23.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 781,295 Last 2 periods -670,591 (-85.8%) Total shares 110,704 Value $10.2M
Sachem Head Capital Management Scott Ferguson 2 filing periods
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -53.1% 13F value change -$93.1M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$114.7M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 3,175,000 Last 2 periods -3,175,000 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.