USFD
US Foods Holding Corp
2 of the 83 super-investors we track hold USFD, worth a combined $680M per their latest 13F filings. The largest position: Stephen Mandel at 3.1% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Conviction score: 22 of 100 (how strongly the cohort backs it) — ranked #617 of 742 stocks.
Why super-investors own USFD
USFD is held by 2 super-investors in our cohort, with a combined position value of $680M. The highest-conviction owner is Stephen Mandel at 3.1% of their portfolio. Cohort ownership has grown from 1 to 2 over the last four quarters — net interest is rising. This quarter the cohort registered 1 added.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Stephen Mandel | 3.1% | 2q | $503M | 4,914,492 |
| 2 | Viking Global Investors | 0.5% | — 1q | $177M | 1,734,346 |
Owners of USFD also hold
Congress is trading USFD
Congress tracker →- Valerie Hoylesold$1,001 - $15,000 · 2025-09-23
- Lisa McClainsold$1,001 - $15,000 · 2025-08-13
- Lisa McClainbought$1,001 - $15,000 · 2025-07-10
- Tim Moorebought$15,001 - $50,000 · 2025-03-04
- Valerie Hoylebought$1,001 - $15,000 · 2024-10-29 · late
- Susie Leesold$1,001 - $15,000 · 2022-11-30
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stephen Mandel | ADD | 3.1% | +29% | $503M | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 912008109. Not investment advice.