Dorsal Capital Management’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 | $212M | Sell |
2,750,000
-125,000
| -4% | -$9.63M | 5.65% | 7 |
|
|
2025
Q1 | $188M | Sell |
2,875,000
-625,000
| -18% | -$40.9M | 5.75% | 6 |
|
|
2024
Q4 | $236M | Sell |
3,500,000
-1,000,000
| -22% | -$67.5M | 5.58% | 4 |
|
|
2024
Q3 | $277M | Sell |
4,500,000
-150,000
| -3% | -$9.23M | 8.58% | 2 |
|
|
2024
Q2 | $246M | Sell |
4,650,000
-25,435
| -0.5% | -$1.35M | 8.48% | 2 |
|
|
2024
Q1 | $252M | Sell |
4,675,435
-324,565
| -6% | -$17.5M | 8.24% | 4 |
|
|
2023
Q4 | $227M | Buy |
5,000,000
+100,000
| +2% | +$4.54M | 7% | 4 |
|
|
2023
Q3 | $195M | Buy |
4,900,000
+348,000
| +8% | +$13.8M | 6.64% | 4 |
|
|
2023
Q2 | $200M | Buy |
4,552,000
+152,000
| +3% | +$6.69M | 6.9% | 5 |
|
|
2023
Q1 | $163M | Buy |
4,400,000
+150,000
| +4% | +$5.54M | 5.2% | 6 |
|
|
2022
Q4 | $145M | Buy |
4,250,000
+250,000
| +6% | +$8.51M | 8.58% | 4 |
|
|
2022
Q3 | $106M | Buy |
4,000,000
+100,000
| +3% | +$2.64M | 6.58% | 4 |
|
|
2022
Q2 | $120M | Buy |
3,900,000
+650,000
| +20% | +$19.9M | 7.79% | 4 |
|
|
2022
Q1 | $122M | Sell |
3,250,000
-350,000
| -10% | -$13.2M | 6.12% | 7 |
|
|
2021
Q4 | $125M | Buy |
3,600,000
+150,000
| +4% | +$5.22M | 7.2% | 5 |
|
|
2021
Q3 | $120M | Buy |
3,450,000
+600,000
| +21% | +$20.8M | 5.84% | 6 |
|
|
2021
Q2 | $109M | Buy |
2,850,000
+1,250,000
| +78% | +$48M | 5.11% | 9 |
|
|
2021
Q1 | $61M | Buy |
+1,600,000
| New | +$61M | 3.1% | 14 |
|