Sessa Capital’s US Foods USFD Stock Holding History

Sessa Capital’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	$10.2M	Sell	110,704 -334,888	-75%	-$29.7M	0.19%	28
2025 Q4	$33.6M	Sell	445,592 -335,703	-43%	-$25.2M	0.63%	22
2025 Q3	$59.9M	Buy	781,295 +381,295	+95%	+$30.3M	1.42%	16
2025 Q2	$30.8M	Hold	400,000	–	–	0.9%	17
2025 Q1	$26.2M	Hold	400,000	–	–	1.02%	19
2024 Q4	$27M	Sell	400,000 -1,600,000	-80%	-$105M	0.97%	17
2024 Q3	$123M	Hold	2,000,000	–	–	4.53%	8
2024 Q2	$106M	Hold	2,000,000	–	–	3.21%	11
2024 Q1	$108M	Hold	2,000,000	–	–	2.55%	11
2023 Q4	$90.8M	Hold	2,000,000	–	–	3.03%	11
2023 Q3	$79.4M	Buy	2,000,000 +519,829	+35%	+$21.5M	2.12%	11
2023 Q2	$65.1M	Hold	1,480,171	–	–	0.92%	11
2023 Q1	$54.7M	Hold	1,480,171	–	–	2.07%	16
2022 Q4	$50.4M	Buy	+1,480,171	New	+$47.3M	3.1%	10

Other funds holding USFD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Sessa Capital's USFD Position: Q1 2026 in Review

Sessa Capital reduced its US Foods (USFD) stake by 75% in Q1 2026, selling an estimated $29.7M and leaving 110,704 shares worth $10.2M. The position accounts for 0.19% of the portfolio, ranked #28.

Sessa Capital first reported a position in USFD in Q4 2022 and has held it in 14 quarters since. The position peaked at $123M in Q3 2024. 673 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

Sessa Capital held 110,704 shares of US Foods worth $10.2M as of Q1 2026.
Sessa Capital sold 334,888 US Foods shares in Q1 2026, an estimated $29.7M.
US Foods made up 0.19% of Sessa Capital's portfolio in Q1 2026, its #28 holding.
Sessa Capital first reported a position in US Foods in Q4 2022 and has held it in 14 quarters since.
Sessa Capital's US Foods position peaked at $123M in Q3 2024.
673 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Sessa Capital's 13F filing for Q1 2026, filed 15 May 2026.