Rivermont 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
2025
Q2
$8.18M Sell
106,179
-51,624
-33% -$3.98M 2.61% 14
2025
Q1
$10.3M Sell
157,803
-5,443
-3% -$356K 4.36% 10
2024
Q4
$11M Buy
163,246
+46,599
+40% +$3.14M 4.15% 16
2024
Q3
$7.17M Sell
116,647
-167,887
-59% -$10.3M 3.38% 13
2024
Q2
$15.1M Buy
284,534
+49,462
+21% +$2.62M 6.45% 6
2024
Q1
$12.7M Sell
235,072
-23,412
-9% -$1.26M 4.65% 12
2023
Q4
$11.7M Buy
+258,484
New +$11.7M 4.8% 9