TCM
Tensile Capital Management’s US Foods USFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.5M | Sell |
799,042
-25,000
| -3% | -$1.93M | 7.43% | 6 |
|
|
2025
Q1 | $53.9M | Sell |
824,042
-22,272
| -3% | -$1.46M | 6.88% | 7 |
|
|
2024
Q4 | $57.1M | Sell |
846,314
-85,000
| -9% | -$5.73M | 5.93% | 6 |
|
|
2024
Q3 | $57.3M | Sell |
931,314
-25,000
| -3% | -$1.54M | 6.19% | 8 |
|
|
2024
Q2 | $50.7M | Hold |
956,314
| – | – | 5.59% | 8 |
|
|
2024
Q1 | $51.6M | Sell |
956,314
-100,000
| -9% | -$5.4M | 5.65% | 8 |
|
|
2023
Q4 | $48M | Buy |
1,056,314
+306,600
| +41% | +$13.9M | 5.61% | 9 |
|
|
2023
Q3 | $29.8M | Buy |
749,714
+553,600
| +282% | +$22M | 3.74% | 11 |
|
|
2023
Q2 | $8.63M | Buy |
+196,114
| New | +$8.63M | 1.12% | 17 |
|