Clearfield 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	$21.4M	Hold	232,200	–	–	11.75%	2
2025 Q4	$17.5M	Sell	232,200 -20,000	-8%	-$1.5M	9.45%	4
2025 Q3	$19.3M	Sell	252,200 -56,295	-18%	-$4.48M	11.56%	4
2025 Q2	$23.8M	Hold	308,495	–	–	18.3%	1
2025 Q1	$20.2M	Buy	308,495 +13,900	+5%	+$950K	26.5%	2
2024 Q4	$19.9M	Hold	294,595	–	–	11.16%	3
2024 Q3	$18.1M	Sell	294,595 -178,800	-38%	-$10M	11.25%	3
2024 Q2	$25.1M	Buy	473,395 +113,912	+32%	+$5.99M	22.56%	3
2024 Q1	$19.4M	Sell	359,483 -206,300	-36%	-$10.2M	16.46%	2
2023 Q4	$25.7M	Sell	565,783 -158,621	-22%	-$6.56M	22.38%	2
2023 Q3	$28.8M	Buy	724,404 +321,859	+80%	+$13.3M	28.73%	2
2023 Q2	$17.7M	Sell	402,545 -247,829	-38%	-$9.84M	15.97%	2
2023 Q1	$24M	Buy	650,374 +26,655	+4%	+$988K	37.46%	1
2022 Q4	$21.2M	Sell	623,719 -54,881	-8%	-$1.76M	30.74%	1
2022 Q3	$17.9M	Buy	678,600 +353,600	+109%	+$11M	48.42%	1
2022 Q2	$9.97M	Buy	+325,000	New	+$11M	13.63%	4
2021 Q2	–	Sell	-433,700	Closed	-$16.5M	–	13
2021 Q1	$16.5M	Sell	433,700 -187,300	-30%	-$6.77M	6.3%	7
2020 Q4	$20.7M	Sell	621,000 -49,200	-7%	-$1.4M	10.25%	5
2020 Q3	$14.9M	Buy	+670,200	New	+$15.1M	7.79%	7
2019 Q1	–	Sell	-207,699	Closed	-$6.57M	–	17
2018 Q4	$6.57M	Sell	207,699 -337,966	-62%	-$10.4M	3.22%	9
2018 Q3	$16.8M	Sell	545,665 -262,300	-32%	-$9.07M	5.03%	11
2018 Q2	$30.6M	Sell	807,965 -123,069	-13%	-$4.36M	7.86%	3
2018 Q1	$30.5M	Sell	931,034 -279,949	-23%	-$9.15M	8.05%	4
2017 Q4	$38.7M	Buy	1,210,983 +89,677	+8%	+$2.54M	7.95%	5
2017 Q3	$29.9M	Sell	1,121,306 -61,800	-5%	-$1.69M	7.11%	8
2017 Q2	$32.2M	Buy	1,183,106 +237,500	+25%	+$6.76M	6.8%	8
2017 Q1	$26.5M	Buy	+945,606	New	+$25.6M	7.18%	9