2 tracked superinvestors hold US FOODS HLDG CORP (USFD), worth $531M combined, led by Stephen Mandel. Smart money is accumulating USFD as of the latest 13F filings.
Current price
$99.48
US Foods Holding Corp., through its subsidiary, US Foods, Inc., markets and distributes fresh, frozen, and dry food and non-food products to foodservice customers in the United States. The company's customers include independently owned single and multi-unit restaurants, regional concepts, national restaurant chains, hospitals, nursing homes, hotels and motels, country clubs, government and…
Market cap
$20.5B
P/E
31.66
Div yield
0.0%
Revenue YoY
4.1%
Analyst target
$106
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$531M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+2
2 buying · 0 selling
Smart money is net accumulating USFD: 2 funds added or opened versus 0 trimming. 2 opened a brand-new position.
US FOODS HLDG CORP (USFD) is held by 2 tracked funds worth $531M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Stephen Mandel at 2.8% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 2 funds opened a brand-new position (Stephen Mandel, Brian Berghuis), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 2.8% | $350M | |
| New buy | 0.9% | $181M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own USFD?
2 tracked funds hold US FOODS HLDG CORP (USFD), the largest being Stephen Mandel (Lone Pine Capital) at 2.8% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling USFD?
In the most recent 13F quarter, 2 tracked funds added or opened USFD and 0 trimmed it, including 2 brand-new positions.
How much USFD do tracked funds hold?
Combined disclosed long exposure to USFD across tracked superinvestors is $531M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.