South Street Advisors’s US Foods USFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$24.8M Sell
269,490
-4,055
-1% -$359K 3.6% 11
2025
Q4
$20.6M Sell
273,545
-21,439
-7% -$1.61M 2.89% 14
2025
Q3
$22.6M Sell
294,984
-3,366
-1% -$268K 2.96% 12
2025
Q2
$23M Sell
298,350
-1,758
-0.6% -$125K 3.41% 9
2025
Q1
$19.6M Sell
300,108
-1,893
-0.6% -$129K 3.21% 9
2024
Q4
$20.4M Sell
302,001
-4,480
-1% -$294K 3.12% 13
2024
Q3
$18.8M Sell
306,481
-14,767
-5% -$826K 2.86% 14
2024
Q2
$17M Buy
321,248
+3,649
+1% +$192K 2.58% 14
2024
Q1
$17.1M Buy
317,599
+3,508
+1% +$173K 2.73% 14
2023
Q4
$14.3M Sell
314,091
-608
-0.2% -$25.1K 2.67% 13
2023
Q3
$12.5M Buy
+314,699
New +$13M 2.51% 16

Other funds holding USFD