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
2026 Q2	$30.7M	Buy	+300,000	New	+$26.8M	1.09%	22
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

Other funds holding USFD

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Dorsal Capital Management's USFD Position: Q2 2026 in Review

Dorsal Capital Management opened a new position in US Foods (USFD) in Q2 2026: 300,000 shares worth $30.7M. The stake represents 1.09% of the portfolio and ranks #22 among its holdings. This is a return to the name: Dorsal Capital Management previously reported a position in USFD as recently as Q3 2025.

Dorsal Capital Management first reported a position in USFD in Q1 2021 and has held it in 20 quarters since. The position peaked at $277M in Q3 2024. 668 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Dorsal Capital Management held 300,000 shares of US Foods worth $30.7M as of Q2 2026.
US Foods was a new Dorsal Capital Management position in Q2 2026.
US Foods made up 1.09% of Dorsal Capital Management's portfolio in Q2 2026, its #22 holding.
Dorsal Capital Management first reported a position in US Foods in Q1 2021 and has held it in 20 quarters since.
Dorsal Capital Management's US Foods position peaked at $277M in Q3 2024.
668 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Dorsal Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.