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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Pertento Partners's USFD Position: Q1 2026 in Review

Pertento Partners increased its US Foods (USFD) stake by 10% in Q1 2026, buying an estimated $15.6M and bringing the position to 1,853,508 shares worth $171M. The position accounts for 12.5% of the portfolio, ranked #2.

Pertento Partners first reported a position in USFD in Q1 2024 and has held it in 9 quarters since. 673 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Pertento Partners held 1,853,508 shares of US Foods worth $171M as of Q1 2026.
  • Pertento Partners bought 176,088 US Foods shares in Q1 2026, an estimated $15.6M.
  • US Foods made up 12.5% of Pertento Partners's portfolio in Q1 2026, its #2 holding.
  • Pertento Partners first reported a position in US Foods in Q1 2024 and has held it in 9 quarters since.
  • 673 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Pertento Partners's 13F filing for Q1 2026, filed 14 May 2026.