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
Q2 | – | Sell |
-232,200
| Closed | -$21.4M | – | 13 |
|
|
2026
Q1 | $21.4M | Hold |
232,200
| – | – | 11.4% | 2 |
|
|
2025
Q4 | $17.5M | Sell |
232,200
-20,000
| -8% | -$1.5M | 7.84% | 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 | 14.38% | 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 | 4.82% | 11 |
|
|
2018
Q2 | $30.6M | Sell |
807,965
-123,069
| -13% | -$4.36M | 7.75% | 3 |
|
|
2018
Q1 | $30.5M | Sell |
931,034
-279,949
| -23% | -$9.15M | 7.91% | 4 |
|
|
2017
Q4 | $38.7M | Buy |
1,210,983
+89,677
| +8% | +$2.54M | 7.21% | 5 |
|
|
2017
Q3 | $29.9M | Sell |
1,121,306
-61,800
| -5% | -$1.69M | 5.62% | 8 |
|
|
2017
Q2 | $32.2M | Buy |
1,183,106
+237,500
| +25% | +$6.76M | 5.25% | 8 |
|
|
2017
Q1 | $26.5M | Buy |
+945,606
| New | +$25.6M | 5.78% | 9 |
|
Other funds holding USFD
Clearfield Capital Management's USFD Position: Q2 2026 in Review
Clearfield Capital Management sold out of US Foods (USFD) in Q2 2026, closing a stake of 232,200 shares — an estimated $21.4M sold.
Clearfield Capital Management first reported a position in USFD in Q1 2017 and held it in 27 quarters. The position peaked at $38.7M in Q4 2017. 668 funds tracked by Wall St. Rank hold USFD as of Q2 2026.
- Clearfield Capital Management reported no remaining US Foods position as of Q2 2026 after selling out during the quarter.
- Clearfield Capital Management sold 232,200 US Foods shares in Q2 2026, an estimated $21.4M.
- Clearfield Capital Management first reported a position in US Foods in Q1 2017 and held it in 27 quarters.
- Clearfield Capital Management's US Foods position peaked at $38.7M in Q4 2017.
- 668 funds tracked by Wall St. Rank held US Foods as of Q2 2026.
Based on Clearfield Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.