Palestra 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
2019 Q3	–	Sell	-2,953,932	Closed	-$106M	–	26
2019 Q2	$106M	Buy	2,953,932 +331,515	+13%	+$11.9M	3.07%	18
2019 Q1	$91.5M	Buy	+2,622,417	New	+$91.5M	3%	22
2017 Q4	–	Sell	-1,400,000	Closed	-$37.4M	–	28
2017 Q3	$37.4M	Buy	+1,400,000	New	+$37.4M	2.32%	22