Distillate 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	$16M	Sell	207,952 -10,459	-5%	-$805K	0.86%	48
2025 Q1	$14.3M	Sell	218,411 -18,714	-8%	-$1.23M	0.73%	70
2024 Q4	$16M	Buy	+237,125	New	+$16M	0.79%	64
2024 Q3	–	Sell	-263,334	Closed	-$14M	–	111
2024 Q2	$14M	Buy	+263,334	New	+$14M	0.74%	79