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Polymer Capital Management’s US Foods USFD Stock Holding History

Polymer Capital 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
2026
Q1 		$529K Sell
5,741
-7,552
-57% -$669K 0.05% 399
2025
Q4 		$1M Buy
13,293
+8,834
+198% +$663K 0.11% 281
2025
Q3 		$342K Sell
4,459
-2,459
-36% -$195K 0.04% 575
2025
Q2 		$533K Buy
+6,918
New +$494K 0.06% 251
2025
Q1 		– Sell
-3,014
Closed -$203K – 632
2024
Q4 		$203K Buy
+3,014
New +$198K 0.06% 307

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

Polymer Capital Management's USFD Position: Q1 2026 in Review

Polymer Capital Management reduced its US Foods (USFD) stake by 57% in Q1 2026, selling an estimated $669K and leaving 5,741 shares worth $529K. The position accounts for 0.05% of the portfolio, ranked #399.

Polymer Capital Management first reported a position in USFD in Q4 2024 and has held it in 5 quarters since. The position peaked at $1M in Q4 2025. 672 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

  • Polymer Capital Management held 5,741 shares of US Foods worth $529K as of Q1 2026.
  • Polymer Capital Management sold 7,552 US Foods shares in Q1 2026, an estimated $669K.
  • US Foods made up 0.05% of Polymer Capital Management's portfolio in Q1 2026, its #399 holding.
  • Polymer Capital Management first reported a position in US Foods in Q4 2024 and has held it in 5 quarters since.
  • Polymer Capital Management's US Foods position peaked at $1M in Q4 2025.
  • 672 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Polymer Capital Management's 13F filing for Q1 2026, filed 14 May 2026.