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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
2024
Q1 		– Sell
-250,000
Closed -$11.4M – 50
2023
Q4 		$11.4M Buy
+250,000
New +$10.3M 0.24% 35

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Boston Partners
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Glenview Capital Management's USFD Position: Q1 2026 in Review

Glenview Capital Management reduced its US Foods (USFD) stake by 66% in Q1 2026, selling an estimated $66.8M and leaving 384,007 shares worth $35.4M. The position accounts for 0.89% of the portfolio, ranked #28.

Glenview Capital Management first reported a position in USFD in Q4 2021 and has held it in 18 quarters since. The position peaked at $166M in Q1 2022. 673 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Glenview Capital Management held 384,007 shares of US Foods worth $35.4M as of Q1 2026.
  • Glenview Capital Management sold 753,756 US Foods shares in Q1 2026, an estimated $66.8M.
  • US Foods made up 0.89% of Glenview Capital Management's portfolio in Q1 2026, its #28 holding.
  • Glenview Capital Management first reported a position in US Foods in Q4 2021 and has held it in 18 quarters since.
  • Glenview Capital Management's US Foods position peaked at $166M in Q1 2022.
  • 673 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Glenview Capital Management's 13F filing for Q1 2026, filed 15 May 2026.