South Street Advisors’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
$23M Sell
298,350
-1,758
-0.6% -$135K 3.41% 9
2025
Q1
$19.6M Sell
300,108
-1,893
-0.6% -$124K 3.21% 9
2024
Q4
$20.4M Sell
302,001
-4,480
-1% -$302K 3.12% 13
2024
Q3
$18.8M Sell
306,481
-14,767
-5% -$908K 2.86% 14
2024
Q2
$17M Buy
321,248
+3,649
+1% +$193K 2.58% 14
2024
Q1
$17.1M Buy
317,599
+3,508
+1% +$189K 2.73% 14
2023
Q4
$14.3M Sell
314,091
-608
-0.2% -$27.6K 2.67% 13
2023
Q3
$12.5M Buy
+314,699
New +$12.5M 2.51% 16