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Steadfast Capital Management’s US Foods USFD Stock Holding History

Steadfast 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
Q2 		$54.7M Buy
534,533
+398,933
+294% +$35.6M 1.67% 20
2026
Q1 		$12.5M Sell
135,600
-829,300
-86% -$73.4M 0.43% 46
2025
Q4 		$72.7M Buy
964,900
+171,200
+22% +$12.9M 1.25% 31
2025
Q3 		$60.8M Buy
+793,700
New +$63.1M 1.06% 30

Other funds holding USFD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Steadfast Capital Management's USFD Position: Q2 2026 in Review

Steadfast Capital Management increased its US Foods (USFD) stake by 294% in Q2 2026, buying an estimated $35.6M and bringing the position to 534,533 shares worth $54.7M. The position accounts for 1.67% of the portfolio, ranked #20.

Steadfast Capital Management first reported a position in USFD in Q3 2025 and has held it in 4 quarters since. The position peaked at $72.7M in Q4 2025. 667 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

  • Steadfast Capital Management held 534,533 shares of US Foods worth $54.7M as of Q2 2026.
  • Steadfast Capital Management bought 398,933 US Foods shares in Q2 2026, an estimated $35.6M.
  • US Foods made up 1.67% of Steadfast Capital Management's portfolio in Q2 2026, its #20 holding.
  • Steadfast Capital Management first reported a position in US Foods in Q3 2025 and has held it in 4 quarters since.
  • Steadfast Capital Management's US Foods position peaked at $72.7M in Q4 2025.
  • 667 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

Based on Steadfast Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.