Atalan Capital Partners’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156M | Sell |
2,025,000
-155,000
| -7% | -$11.9M | 11.98% | 3 |
|
|
2025
Q1 | $143M | Sell |
2,180,000
-200,000
| -8% | -$13.1M | 13.56% | 3 |
|
|
2024
Q4 | $161M | Sell |
2,380,000
-472,698
| -17% | -$31.9M | 15.97% | 2 |
|
|
2024
Q3 | $175M | Sell |
2,852,698
-300,000
| -10% | -$18.5M | 15.08% | 2 |
|
|
2024
Q2 | $167M | Sell |
3,152,698
-447,302
| -12% | -$23.7M | 15.57% | 2 |
|
|
2024
Q1 | $194M | Sell |
3,600,000
-200,000
| -5% | -$10.8M | 16.06% | 1 |
|
|
2023
Q4 | $173M | Buy |
3,800,000
+25,000
| +0.7% | +$1.14M | 15.2% | 2 |
|
|
2023
Q3 | $150M | Buy |
3,775,000
+99,600
| +3% | +$3.95M | 14.04% | 2 |
|
|
2023
Q2 | $162M | Hold |
3,675,400
| – | – | 12.7% | 4 |
|
|
2023
Q1 | $136M | Buy |
3,675,400
+75,400
| +2% | +$2.79M | 11.41% | 5 |
|
|
2022
Q4 | $122M | Hold |
3,600,000
| – | – | 11.61% | 6 |
|
|
2022
Q3 | $95.2M | Buy |
+3,600,000
| New | +$95.2M | 10.47% | 6 |
|