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Ararat Capital Management’s US Foods USFD Stock Holding History

Ararat Capital Management’s Portfolio USFD Stock Details USFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.6M Buy
103,467
+4,448
+4% +$397K 4.96% 11
2026
Q1 		$9.13M Buy
99,019
+30,579
+45% +$2.71M 5.14% 11
2025
Q4 		$5.15M Buy
68,440
+6,667
+11% +$501K 2.54% 15
2025
Q3 		$4.73M Sell
61,773
-53,132
-46% -$4.22M 2.54% 17
2025
Q2 		$8.85M Sell
114,905
-20,135
-15% -$1.44M 4.01% 12
2025
Q1 		$8.84M Sell
135,040
-70,960
-34% -$4.85M 4.32% 14
2024
Q4 		$13.9M Sell
206,000
-41,098
-17% -$2.7M 5.55% 10
2024
Q3 		$15.2M Sell
247,098
-143,419
-37% -$8.03M 5.24% 11
2024
Q2 		$20.7M Sell
390,517
-36,879
-9% -$1.94M 6.35% 7
2024
Q1 		$23.1M Sell
427,396
-58,474
-12% -$2.88M 6.55% 7
2023
Q4 		$22.1M Buy
485,870
+75,307
+18% +$3.11M 6.39% 7
2023
Q3 		$16.3M Buy
410,563
+59,903
+17% +$2.48M 5.54% 8
2023
Q2 		$15.4M Hold
350,660
– – 5.15% 14
2023
Q1 		$13M Sell
350,660
-11,605
-3% -$430K 4.13% 13
2022
Q4 		$12.3M Buy
362,265
+72,671
+25% +$2.32M 4.11% 14
2022
Q3 		$7.66M Sell
289,594
-3,037
-1% -$94.3K 3.2% 14
2022
Q2 		$8.98M Hold
292,631
– – 3.23% 15
2022
Q1 		$11M Sell
292,631
-152,861
-34% -$5.57M 3.52% 16
2021
Q4 		$15.5M Buy
445,492
+54,541
+14% +$1.9M 4.88% 13
2021
Q3 		$13.6M Buy
390,951
+234,133
+149% +$8.03M 4.79% 11
2021
Q2 		$6.02M Sell
156,818
-48,296
-24% -$1.87M 2.77% 16
2021
Q1 		$7.82M Hold
205,114
– – 4.25% 14
2020
Q4 		$6.83M Buy
+205,114
New +$5.85M 3.95% 16

Other funds holding USFD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Ararat Capital Management's USFD Position: Q2 2026 in Review

Ararat Capital Management increased its US Foods (USFD) stake by 4.5% in Q2 2026, buying an estimated $397K and bringing the position to 103,467 shares worth $10.6M. The position accounts for 4.96% of the portfolio, ranked #11.

Ararat Capital Management first reported a position in USFD in Q4 2020 and has held it in 23 quarters since. The position peaked at $23.1M in Q1 2024. 669 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Ararat Capital Management held 103,467 shares of US Foods worth $10.6M as of Q2 2026.
  • Ararat Capital Management bought 4,448 US Foods shares in Q2 2026, an estimated $397K.
  • US Foods made up 4.96% of Ararat Capital Management's portfolio in Q2 2026, its #11 holding.
  • Ararat Capital Management first reported a position in US Foods in Q4 2020 and has held it in 23 quarters since.
  • Ararat Capital Management's US Foods position peaked at $23.1M in Q1 2024.
  • 669 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Ararat Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.