Kingdon Capital Management’s US Foods USFD Stock Holding History

Kingdon 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	–	Sell	-85,000	Closed	-$6.4M	–	96
2025 Q4	$6.4M	Buy	+85,000	New	+$6.38M	0.76%	51

Other funds holding USFD

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Kingdon Capital Management sold out of US Foods (USFD) in Q1 2026, closing a stake of 85,000 shares — an estimated $6.4M sold.

Kingdon Capital Management first reported a position in USFD in Q4 2025 and held it in 1 quarter. The position peaked at $6.4M in Q4 2025. 674 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

Kingdon Capital Management reported no remaining US Foods position as of Q1 2026 after selling out during the quarter.
Kingdon Capital Management sold 85,000 US Foods shares in Q1 2026, an estimated $6.4M.
Kingdon Capital Management first reported a position in US Foods in Q4 2025 and held it in 1 quarter.
Kingdon Capital Management's US Foods position peaked at $6.4M in Q4 2025.
674 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

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