Marathon Partners Equity Management’s US Foods USFD Stock Holding History

Marathon Partners Equity 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
2022 Q2	–	Sell	-25,000	Closed	-$941K	–	20
2022 Q1	$941K	Buy	+25,000	New	+$911K	0.96%	11
2020 Q2	–	Sell	-335,000	Closed	-$5.93M	–	15
2020 Q1	$5.93M	Sell	335,000 -60,000	-15%	-$2.01M	3.72%	8
2019 Q4	$16.5M	Sell	395,000 -250,000	-39%	-$10M	7.49%	6
2019 Q3	$26.5M	Sell	645,000 -55,000	-8%	-$2.12M	10.04%	3
2019 Q2	$25M	Sell	700,000 -162,500	-19%	-$5.9M	10.34%	2
2019 Q1	$30.1M	Sell	862,500 -600,000	-41%	-$20.6M	13.32%	2
2018 Q4	$46.3M	Sell	1,462,500 -22,500	-2%	-$694K	21.69%	1
2018 Q3	$45.8M	Buy	1,485,000 +72,500	+5%	+$2.51M	17.74%	2
2018 Q2	$53.4M	Sell	1,412,500 -27,500	-2%	-$973K	18.65%	2
2018 Q1	$47.2M	Sell	1,440,000 -75,000	-5%	-$2.45M	17.45%	2
2017 Q4	$48.4M	Buy	1,515,000 +890,000	+142%	+$25.2M	19.47%	1
2017 Q3	$16.7M	Buy	625,000 +77,500	+14%	+$2.12M	7.34%	3
2017 Q2	$14.9M	Buy	547,500 +87,500	+19%	+$2.49M	6.83%	2
2017 Q1	$12.9M	Buy	460,000 +80,000	+21%	+$2.17M	6.08%	3
2016 Q4	$10.4M	Buy	380,000 +270,000	+245%	+$6.48M	4.44%	5
2016 Q3	$2.6M	Buy	+110,000	New	+$2.67M	1.28%	22

Other funds holding USFD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

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

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LGP

Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return

Marathon Partners Equity Management's USFD Position: Q2 2022 in Review

Marathon Partners Equity Management sold out of US Foods (USFD) in Q2 2022, closing a stake of 25,000 shares — an estimated $941K sold.

Marathon Partners Equity Management first reported a position in USFD in Q3 2016 and held it in 16 quarters. The position peaked at $53.4M in Q2 2018. 302 funds tracked by Wall St. Rank hold USFD as of Q2 2022.

Marathon Partners Equity Management reported no remaining US Foods position as of Q2 2022 after selling out during the quarter.
Marathon Partners Equity Management sold 25,000 US Foods shares in Q2 2022, an estimated $941K.
Marathon Partners Equity Management first reported a position in US Foods in Q3 2016 and held it in 16 quarters.
Marathon Partners Equity Management's US Foods position peaked at $53.4M in Q2 2018.
302 funds tracked by Wall St. Rank held US Foods as of Q2 2022.

Based on Marathon Partners Equity Management's 13F filing for Q2 2022, filed 15 Aug 2022.