Dorsal Capital Management’s US Foods USFD Stock Holding History

Dorsal Capital Management’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
2025 Q4	–	Sell	-2,525,000	Closed	-$193M	–	27
2025 Q3	$193M	Sell	2,525,000 -225,000	-8%	-$17.9M	5.16%	9
2025 Q2	$212M	Sell	2,750,000 -125,000	-4%	-$8.92M	5.65%	7
2025 Q1	$188M	Sell	2,875,000 -625,000	-18%	-$42.7M	5.75%	6
2024 Q4	$236M	Sell	3,500,000 -1,000,000	-22%	-$65.6M	5.58%	6
2024 Q3	$277M	Sell	4,500,000 -150,000	-3%	-$8.39M	8.58%	2
2024 Q2	$246M	Sell	4,650,000 -25,435	-0.5%	-$1.34M	8.48%	2
2024 Q1	$252M	Sell	4,675,435 -324,565	-6%	-$16M	8.24%	4
2023 Q4	$227M	Buy	5,000,000 +100,000	+2%	+$4.14M	7%	4
2023 Q3	$195M	Buy	4,900,000 +348,000	+8%	+$14.4M	6.64%	4
2023 Q2	$200M	Buy	4,552,000 +152,000	+3%	+$6.03M	6.9%	6
2023 Q1	$163M	Buy	4,400,000 +150,000	+4%	+$5.56M	5.2%	8
2022 Q4	$145M	Buy	4,250,000 +250,000	+6%	+$8M	8.58%	4
2022 Q3	$106M	Buy	4,000,000 +100,000	+3%	+$3.1M	6.58%	4
2022 Q2	$120M	Buy	3,900,000 +650,000	+20%	+$22M	7.79%	4
2022 Q1	$122M	Sell	3,250,000 -350,000	-10%	-$12.8M	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%	+$20.6M	5.84%	6
2021 Q2	$109M	Buy	2,850,000 +1,250,000	+78%	+$48.5M	5.11%	9
2021 Q1	$61M	Buy	+1,600,000	New	+$57.8M	3.1%	14

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Capital World Investors

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Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management

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Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return