Stephen Mandel’s US Foods USFD Stock Holding History

Stephen Mandel’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	$503M	Buy	4,914,492 +1,118,494	+29%	+$99.8M	3.07%	20
2026 Q1	$350M	Buy	+3,795,998	New	+$336M	2.79%	19

Other funds holding USFD

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Stephen Mandel's USFD Position: Q2 2026 in Review

Stephen Mandel increased its US Foods (USFD) stake by 29% in Q2 2026, buying an estimated $99.8M and bringing the position to 4,914,492 shares worth $503M. The position accounts for 3.07% of the portfolio, ranked #20.

Stephen Mandel first reported a position in USFD in Q1 2026 and has held it in 2 quarters since. 663 funds tracked by Wall St. Rank hold USFD as of Q2 2026.

Stephen Mandel held 4,914,492 shares of US Foods worth $503M as of Q2 2026.
Stephen Mandel bought 1,118,494 US Foods shares in Q2 2026, an estimated $99.8M.
US Foods made up 3.07% of Stephen Mandel's portfolio in Q2 2026, its #20 holding.
Stephen Mandel first reported a position in US Foods in Q1 2026 and has held it in 2 quarters since.
663 funds tracked by Wall St. Rank held US Foods as of Q2 2026.

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