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Pertento Partners’s US Foods USFD Stock Holding History

Pertento 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
2026
Q2 		$220M Buy
2,152,248
+298,740
+16% +$26.6M 11.86% 2
2026
Q1 		$171M Buy
1,853,508
+176,088
+10% +$15.6M 12.5% 2
2025
Q4 		$126M Buy
1,677,420
+252,805
+18% +$19M 11.87% 2
2025
Q3 		$109M Buy
1,424,615
+10,812
+0.8% +$860K 12.66% 2
2025
Q2 		$109M Buy
1,413,803
+12,474
+0.9% +$890K 9.74% 2
2025
Q1 		$91.7M Sell
1,401,329
-29,861
-2% -$2.04M 9.6% 1
2024
Q4 		$96.5M Buy
1,431,190
+166,016
+13% +$10.9M 8.17% 1
2024
Q3 		$77.8M Buy
1,265,174
+49,270
+4% +$2.76M 8.57% 2
2024
Q2 		$64.4M Buy
1,215,904
+527,957
+77% +$27.8M 6.51% 5
2024
Q1 		$37.1M Buy
+687,947
New +$33.9M 6.87% 5

Other funds holding USFD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Pertento Partners's USFD Position: Q2 2026 in Review

Pertento Partners increased its US Foods (USFD) stake by 16% in Q2 2026, buying an estimated $26.6M and bringing the position to 2,152,248 shares worth $220M. The position accounts for 11.86% of the portfolio, ranked #2.

Pertento Partners first reported a position in USFD in Q1 2024 and has held it in 10 quarters since. 671 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Pertento Partners held 2,152,248 shares of US Foods worth $220M as of Q2 2026.
  • Pertento Partners bought 298,740 US Foods shares in Q2 2026, an estimated $26.6M.
  • US Foods made up 11.86% of Pertento Partners's portfolio in Q2 2026, its #2 holding.
  • Pertento Partners first reported a position in US Foods in Q1 2024 and has held it in 10 quarters since.
  • 671 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Pertento Partners's 13F filing for Q2 2026, filed 13 Aug 2026.