3 tracked superinvestors hold US FOODS HLDG CORP (USFD), worth $990M combined, led by Stephen Mandel. Smart money is accumulating USFD as of the latest 13F filings.
Current price
$104.04
+33.4%
1Y
US Foods Holding Corp., operating primarily via its subsidiary, US Foods, Inc., is a key marketer and distributor within the United States foodservice market, offering an extensive selection of fresh, frozen, and dry food products alongside various non-food supplies. Its clientele is highly diversified, encompassing independent single and multi-location dining establishments, regional culinary…
Market cap
$20.5B
P/E
31.66
Div yield
0.0%
Revenue YoY
4.1%
Analyst target
$117
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
3
tracked 13F / N-PORT funds
Combined value
$990M
disclosed long exposure
Tier-1 conviction
2
concentrated holders
Net this quarter
+3
3 buying · 0 selling
Smart money is net accumulating USFD: 3 funds added or opened versus 0 trimming. 1 opened a brand-new position.
US FOODS HLDG CORP (USFD) is held by 3 tracked funds worth $990M combined, 2 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Stephen Mandel at 3.1% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Andreas Halvorsen), with 2 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 3.1% | $503M | |
| Added | 1.4% | $310M | |
| New buy | 0.5% | $177M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
2 insiders filed SEC Form 144 for $4M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Taylor Randy J | Officer | 11,630 | $1M | 2026-08-13 |
| Hancock William Spencer | Officer | 21,754 | $2M | 2026-08-07 |
Which superinvestors own USFD?
3 tracked funds hold US FOODS HLDG CORP (USFD), the largest being Stephen Mandel (Lone Pine Capital) at 3.1% of its 13F portfolio. 2 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling USFD?
In the most recent 13F quarter, 3 tracked funds added or opened USFD and 0 trimmed it, including 1 brand-new position.
How much USFD do tracked funds hold?
Combined disclosed long exposure to USFD across tracked superinvestors is $990M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 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.