Aryeh Capital Management’s US Foods USFD Stock Holding History

Aryeh 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
2025 Q4	–	Sell	-159,969	Closed	-$12.3M	–	10
2025 Q3	$12.3M	Sell	159,969 -27,200	-15%	-$2.16M	10.25%	3
2025 Q2	$14.4M	Sell	187,169 -28,900	-13%	-$2.06M	11.29%	2
2025 Q1	$14.1M	Sell	216,069 -27,700	-11%	-$1.89M	10.1%	3
2024 Q4	$16.4M	Hold	243,769	–	–	9.85%	4
2024 Q3	$15M	Sell	243,769 -55,229	-18%	-$3.09M	9.03%	5
2024 Q2	$15.8M	Hold	298,998	–	–	10.17%	4
2024 Q1	$16.1M	Sell	298,998 -134,657	-31%	-$6.64M	10.07%	5
2023 Q4	$19.7M	Buy	433,655 +39,290	+10%	+$1.63M	11.91%	3
2023 Q3	$15.7M	Sell	394,365 -81,500	-17%	-$3.38M	12.6%	4
2023 Q2	$20.9M	Sell	475,865 -21,835	-4%	-$867K	15.44%	3
2023 Q1	$18.4M	Sell	497,700 -116,600	-19%	-$4.32M	14.22%	3
2022 Q4	$20.9M	Hold	614,300	–	–	15.54%	3
2022 Q3	$16.2M	Buy	+614,300	New	+$19.1M	7.78%	7

Other funds holding USFD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Aryeh Capital Management's USFD Position: Q4 2025 in Review

Aryeh Capital Management sold out of US Foods (USFD) in Q4 2025, closing a stake of 159,969 shares — an estimated $12.3M sold.

Aryeh Capital Management first reported a position in USFD in Q3 2022 and held it in 13 quarters. The position peaked at $20.9M in Q2 2023. 647 funds tracked by Wall St. Rank hold USFD as of Q4 2025.

Aryeh Capital Management reported no remaining US Foods position as of Q4 2025 after selling out during the quarter.
Aryeh Capital Management sold 159,969 US Foods shares in Q4 2025, an estimated $12.3M.
Aryeh Capital Management first reported a position in US Foods in Q3 2022 and held it in 13 quarters.
Aryeh Capital Management's US Foods position peaked at $20.9M in Q2 2023.
647 funds tracked by Wall St. Rank held US Foods as of Q4 2025.

Based on Aryeh Capital Management's 13F filing for Q4 2025.