ACM
Aryeh Capital Management’s US Foods USFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Sell |
187,169
-28,900
| -13% | -$2.23M | 11.29% | 2 |
|
|
2025
Q1 | $14.1M | Sell |
216,069
-27,700
| -11% | -$1.81M | 10.1% | 3 |
|
|
2024
Q4 | $16.4M | Hold |
243,769
| – | – | 9.85% | 4 |
|
|
2024
Q3 | $15M | Sell |
243,769
-55,229
| -18% | -$3.4M | 9.03% | 5 |
|
|
2024
Q2 | $15.8M | Hold |
298,998
| – | – | 10.17% | 4 |
|
|
2024
Q1 | $16.1M | Sell |
298,998
-134,657
| -31% | -$7.27M | 10.07% | 5 |
|
|
2023
Q4 | $19.7M | Buy |
433,655
+39,290
| +10% | +$1.78M | 11.91% | 3 |
|
|
2023
Q3 | $15.7M | Sell |
394,365
-81,500
| -17% | -$3.24M | 12.6% | 4 |
|
|
2023
Q2 | $20.9M | Sell |
475,865
-21,835
| -4% | -$961K | 15.44% | 3 |
|
|
2023
Q1 | $18.4M | Sell |
497,700
-116,600
| -19% | -$4.31M | 14.22% | 3 |
|
|
2022
Q4 | $20.9M | Hold |
614,300
| – | – | 15.54% | 3 |
|
|
2022
Q3 | $16.2M | Buy |
+614,300
| New | +$16.2M | 7.78% | 7 |
|