Ararat Capital Management’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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
VPM
VCM
