Leonard Green & Partners’s US Foods USFD Stock Holding History

Leonard Green & Partners’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
2023 Q1	–	Sell	-3,600,000	Closed	-$122M	–	11
2022 Q4	$122M	Sell	3,600,000 -2,800,000	-44%	-$89.6M	2.3%	7
2022 Q3	$169M	Hold	6,400,000	–	–	3%	8
2022 Q2	$196M	Sell	6,400,000 -600,000	-9%	-$20.3M	2.8%	9
2022 Q1	$263M	Hold	7,000,000	–	–	1.81%	13
2021 Q4	$244M	Hold	7,000,000	–	–	1.83%	12
2021 Q3	$243M	Hold	7,000,000	–	–	1.88%	11
2021 Q2	$269M	Hold	7,000,000	–	–	2.14%	10
2021 Q1	$267M	Sell	7,000,000 -4,000,000	-36%	-$145M	3.41%	8
2020 Q4	$366M	Hold	11,000,000	–	–	5.07%	5
2020 Q3	$244M	Buy	+11,000,000	New	+$248M	12.7%	3
2019 Q1	–	Sell	-75,000	Closed	-$2.37M	–	30
2018 Q4	$2.37M	Buy	+75,000	New	+$2.31M	0.24%	18

Other funds holding USFD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SHCM

Sachem Head Capital Management New York $4.82B AUM 73.38% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Leonard Green & Partners's USFD Position: Q1 2023 in Review

Leonard Green & Partners sold out of US Foods (USFD) in Q1 2023, closing a stake of 3,600,000 shares — an estimated $122M sold.

Leonard Green & Partners first reported a position in USFD in Q4 2018 and held it in 11 quarters. The position peaked at $366M in Q4 2020. 356 funds tracked by Wall St. Rank hold USFD as of Q1 2023.

Leonard Green & Partners reported no remaining US Foods position as of Q1 2023 after selling out during the quarter.
Leonard Green & Partners sold 3,600,000 US Foods shares in Q1 2023, an estimated $122M.
Leonard Green & Partners first reported a position in US Foods in Q4 2018 and held it in 11 quarters.
Leonard Green & Partners's US Foods position peaked at $366M in Q4 2020.
356 funds tracked by Wall St. Rank held US Foods as of Q1 2023.

Based on Leonard Green & Partners's 13F filing for Q1 2023, filed 15 May 2023.