Jag Capital Management’s US Foods USFD Stock Holding History

Jag 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 Q1	$551K	Buy	+5,975	New	+$529K	0.06%	77
2025 Q4	–	Sell	-12,124	Closed	-$929K	–	163
2025 Q3	$929K	Sell	12,124 -168,218	-93%	-$13.4M	0.1%	68
2025 Q2	$13.9M	Sell	180,342 -5,965	-3%	-$426K	1.55%	23
2025 Q1	$12.2M	Sell	186,307 -52,961	-22%	-$3.62M	1.62%	19
2024 Q4	$16.1M	Buy	239,268 +70,041	+41%	+$4.6M	2.25%	15
2024 Q3	$10.4M	Buy	169,227 +164,060	+3,175%	+$9.18M	1.26%	28
2024 Q2	$274K	Buy	+5,167	New	+$272K	0.04%	103

Other funds holding USFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Jag Capital Management opened a new position in US Foods (USFD) in Q1 2026: 5,975 shares worth $551K. The stake represents 0.06% of the portfolio and ranks #77 among its holdings. This is a return to the name: Jag Capital Management previously reported a position in USFD as recently as Q3 2025.

Jag Capital Management first reported a position in USFD in Q2 2024 and has held it in 7 quarters since. The position peaked at $16.1M in Q4 2024. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

Jag Capital Management held 5,975 shares of US Foods worth $551K as of Q1 2026.
US Foods was a new Jag Capital Management position in Q1 2026.
US Foods made up 0.06% of Jag Capital Management's portfolio in Q1 2026, its #77 holding.
Jag Capital Management first reported a position in US Foods in Q2 2024 and has held it in 7 quarters since.
Jag Capital Management's US Foods position peaked at $16.1M in Q4 2024.
672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Jag Capital Management's 13F filing for Q1 2026, filed 6 May 2026.