Sessa Capital’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 | $30.8M | Hold |
400,000
| – | – | 0.9% | 16 |
|
|
2025
Q1 | $26.2M | Hold |
400,000
| – | – | 1.02% | 18 |
|
|
2024
Q4 | $27M | Sell |
400,000
-1,600,000
| -80% | -$108M | 0.97% | 15 |
|
|
2024
Q3 | $123M | Hold |
2,000,000
| – | – | 4.53% | 8 |
|
|
2024
Q2 | $106M | Hold |
2,000,000
| – | – | 3.21% | 10 |
|
|
2024
Q1 | $108M | Hold |
2,000,000
| – | – | 2.55% | 10 |
|
|
2023
Q4 | $90.8M | Hold |
2,000,000
| – | – | 3.03% | 10 |
|
|
2023
Q3 | $79.4M | Buy |
2,000,000
+519,829
| +35% | +$20.6M | 2.12% | 10 |
|
|
2023
Q2 | $65.1M | Hold |
1,480,171
| – | – | 0.92% | 10 |
|
|
2023
Q1 | $54.7M | Hold |
1,480,171
| – | – | 2.07% | 15 |
|
|
2022
Q4 | $50.4M | Buy |
+1,480,171
| New | +$50.4M | 3.1% | 10 |
|