Sirios Capital Management’s US Foods USFD Stock Holding History

Sirios 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	$2.18M	Sell	23,628 -8,977	-28%	-$795K	0.26%	66
2025 Q4	$2.46M	Sell	32,605 -499	-2%	-$37.5K	0.31%	51
2025 Q3	$2.54M	Sell	33,104 -621	-2%	-$49.4K	0.33%	44
2025 Q2	$2.6M	Sell	33,725 -541	-2%	-$38.6K	0.38%	39
2025 Q1	$2.24M	Buy	34,266 +19,487	+132%	+$1.33M	0.4%	40
2024 Q4	$997K	Sell	14,779 -492	-3%	-$32.3K	0.18%	51
2024 Q3	$939K	Sell	15,271 -288	-2%	-$16.1K	0.17%	55
2024 Q2	$824K	Sell	15,559 -2,631	-14%	-$138K	0.14%	55
2024 Q1	$982K	Buy	+18,190	New	+$896K	0.19%	52

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