Tensile Capital Management’s US Foods USFD Stock Holding History

Tensile 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 Q1	$49.9M	Sell	541,042 -223,000	-29%	-$19.7M	7.14%	4
2025 Q4	$57.5M	Hold	764,042	–	–	7.45%	6
2025 Q3	$58.5M	Sell	764,042 -35,000	-4%	-$2.78M	7.31%	5
2025 Q2	$61.5M	Sell	799,042 -25,000	-3%	-$1.78M	7.43%	6
2025 Q1	$53.9M	Sell	824,042 -22,272	-3%	-$1.52M	6.88%	7
2024 Q4	$57.1M	Sell	846,314 -85,000	-9%	-$5.58M	5.93%	6
2024 Q3	$57.3M	Sell	931,314 -25,000	-3%	-$1.4M	6.19%	8
2024 Q2	$50.7M	Hold	956,314	–	–	5.59%	8
2024 Q1	$51.6M	Sell	956,314 -100,000	-9%	-$4.93M	5.65%	8
2023 Q4	$48M	Buy	1,056,314 +306,600	+41%	+$12.7M	5.61%	9
2023 Q3	$29.8M	Buy	749,714 +553,600	+282%	+$22.9M	3.74%	11
2023 Q2	$8.63M	Buy	+196,114	New	+$7.78M	1.12%	17

Other funds holding USFD

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

Tensile Capital Management's USFD Position: Q1 2026 in Review

Tensile Capital Management reduced its US Foods (USFD) stake by 29% in Q1 2026, selling an estimated $19.7M and leaving 541,042 shares worth $49.9M. The position accounts for 7.14% of the portfolio, ranked #4.

Tensile Capital Management first reported a position in USFD in Q2 2023 and has held it in 12 quarters since. The position peaked at $61.5M in Q2 2025. 675 funds tracked by Wall St. Rank hold USFD as of Q1 2026.

Tensile Capital Management held 541,042 shares of US Foods worth $49.9M as of Q1 2026.
Tensile Capital Management sold 223,000 US Foods shares in Q1 2026, an estimated $19.7M.
US Foods made up 7.14% of Tensile Capital Management's portfolio in Q1 2026, its #4 holding.
Tensile Capital Management first reported a position in US Foods in Q2 2023 and has held it in 12 quarters since.
Tensile Capital Management's US Foods position peaked at $61.5M in Q2 2025.
675 funds tracked by Wall St. Rank held US Foods as of Q1 2026.

Based on Tensile Capital Management's 13F filing for Q1 2026, filed 15 May 2026.