Atalan Capital Partners’s US Foods USFD Stock Holding History

Atalan Capital Partners’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 Q1	$96.9M	Sell	1,051,000 -139,000	-12%	-$12.3M	8.93%	6
2025 Q4	$89.6M	Sell	1,190,000 -483,000	-29%	-$36.3M	6.38%	10
2025 Q3	$128M	Sell	1,673,000 -352,000	-17%	-$28M	8.95%	8
2025 Q2	$156M	Sell	2,025,000 -155,000	-7%	-$11.1M	11.98%	3
2025 Q1	$143M	Sell	2,180,000 -200,000	-8%	-$13.7M	13.56%	3
2024 Q4	$161M	Sell	2,380,000 -472,698	-17%	-$31M	15.97%	2
2024 Q3	$175M	Sell	2,852,698 -300,000	-10%	-$16.8M	15.08%	2
2024 Q2	$167M	Sell	3,152,698 -447,302	-12%	-$23.5M	15.57%	2
2024 Q1	$194M	Sell	3,600,000 -200,000	-5%	-$9.86M	16.06%	1
2023 Q4	$173M	Buy	3,800,000 +25,000	+0.7%	+$1.03M	15.2%	2
2023 Q3	$150M	Buy	3,775,000 +99,600	+3%	+$4.13M	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	+$112M	10.47%	6

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