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Glenview Capital Management’s US Foods USFD Stock Holding History

Glenview 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 		– Sell
-384,007
Closed -$35.4M – 55
2026
Q1 		$35.4M Sell
384,007
-753,756
-66% -$66.8M 0.89% 28
2025
Q4 		$85.7M Buy
1,137,763
+72,434
+7% +$5.44M 1.74% 13
2025
Q3 		$81.6M Sell
1,065,329
-313,552
-23% -$24.9M 1.82% 13
2025
Q2 		$106M Sell
1,378,881
-406,848
-23% -$29M 2.97% 9
2025
Q1 		$117M Buy
1,785,729
+177,204
+11% +$12.1M 2.87% 11
2024
Q4 		$109M Sell
1,608,525
-204,902
-11% -$13.4M 2.74% 13
2024
Q3 		$112M Sell
1,813,427
-681,460
-27% -$38.1M 2.16% 16
2024
Q2 		$132M Sell
2,494,887
-29,281
-1% -$1.54M 2.6% 14
2024
Q1 		$136M Buy
2,524,168
+770,439
+44% +$38M 2.38% 13
2023
Q4 		$79.6M Sell
1,753,729
-497,994
-22% -$20.6M 1.7% 19
2023
Q3 		$89.4M Sell
2,251,723
-301,631
-12% -$12.5M 2.02% 16
2023
Q2 		$112M Sell
2,553,354
-1,038,459
-29% -$41.2M 2.53% 12
2023
Q1 		$133M Sell
3,591,813
-252,289
-7% -$9.35M 2.91% 9
2022
Q4 		$131M Sell
3,844,102
-780,760
-17% -$25M 2.9% 8
2022
Q3 		$122M Hold
4,624,862
– – 3.06% 9
2022
Q2 		$142M Buy
4,624,862
+204,995
+5% +$6.93M 3.55% 8
2022
Q1 		$166M Buy
4,419,867
+2,800,755
+173% +$102M 3.37% 9
2021
Q4 		$56.4M Buy
+1,619,112
New +$56.4M 1.2% 23

Other funds holding USFD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Glenview Capital Management sold out of US Foods (USFD) in Q2 2026, closing a stake of 384,007 shares — an estimated $35.4M sold.

Glenview Capital Management first reported a position in USFD in Q4 2021 and held it in 18 quarters. The position peaked at $166M in Q1 2022. 667 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Glenview Capital Management reported no remaining US Foods position as of Q2 2026 after selling out during the quarter.
  • Glenview Capital Management sold 384,007 US Foods shares in Q2 2026, an estimated $35.4M.
  • Glenview Capital Management first reported a position in US Foods in Q4 2021 and held it in 18 quarters.
  • Glenview Capital Management's US Foods position peaked at $166M in Q1 2022.
  • 667 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

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