Islay 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	$987K	Buy	+12,818	New	+$987K	0.64%	61
2025 Q1	–	Sell	-11,333	Closed	-$765K	–	217
2024 Q4	$765K	Buy	+11,333	New	+$765K	0.53%	57
2020 Q1	–	Sell	-500	Closed	-$21K	–	297
2019 Q4	$21K	Buy	+500	New	+$21K	0.02%	208