USFD · Consumer Defensive
US FOODS HLDG CORP
Smart-money confidence
· 1 of 3 sources firing
Weak — few signals
No standout activity across the feeds we track.
Hedge funds
40
Congress
No data
Insiders
No data
Cross-source blend of hedge-fund breadth, Congress trades, and insider Form 4s. ·
how the score works
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Not financial advice. Bogen Capital surfaces public SEC filings — you decide what to do with them.
Market cap
$21.9B
Industry
Food Distribution
Sector
Consumer Defensive
Exchange
NYSE
About US FOODS HLDG CORP
US Foods Holding Corp., together with its subsidiaries, markets, sells, and distributes fresh, frozen, and dry food and non-food products to foodservice customers in the United States. The company also provides MOXe, an all-in-one foodservice business application. Its customers include independently owned single and multi-unit restaurants, regional concepts, national restaurant chains, hospitals, nursing homes, hotels and motels, country clubs, government and military organizations, colleges and universities, and retail locations. The company was formerly known as USF Holding Corp. and…
Who's behind the signal
Every informed buyer we can see on USFD, across all three feeds.
Hedge funds · 7
D1 Capital Partners (Sundheim)
Increased +27%
Glenview Capital Mgmt (Robbins)
Increased +7%
Gotham Asset Mgmt (Greenblatt)
Increased +11%
AQR Capital Management
Unchanged
Bridgewater Associates (Dalio)
Unchanged
Millennium Management (Englander)
Unchanged
+1 more in the full breakdown below ↓
Congress · 0
No congressional trades on record.
Insiders
No significant Form 4 insider activity in the window.
Congressional trade history · 13
Every disclosed buy & sell on record — STOCK Act filings
| Trade date | Member | Chamber | Action | Amount |
|---|---|---|---|---|
| 2021-03-10 | Susie Lee · D-NV | House | BOUGHT | $1,001 - $15,000 |
| 2020-11-04 | Susie Lee · D-NV | House | BOUGHT | $1,001 - $15,000 |
| 2020-07-23 | Adam Kinzinger · R-IL | House | BOUGHT | $1,001 - $15,000 |
| 2020-06-23 | Adam Kinzinger · R-IL | House | SOLD | $1,001 - $15,000 |
| 2020-06-04 | Adam Kinzinger · R-IL | House | BOUGHT | $1,001 - $15,000 |
| 2020-05-26 | Adam Kinzinger · R-IL | House | SOLD | $1,001 - $15,000 |
| 2020-05-04 | Adam Kinzinger · R-IL | House | BOUGHT | $1,001 - $15,000 |
| 2020-04-20 | Adam Kinzinger · R-IL | House | SOLD | $1,001 - $15,000 |
| 2020-04-07 | Susie Lee · D-NV | House | SOLD | $1,001 - $15,000 |
| 2020-04-07 | Adam Kinzinger · R-IL | House | BOUGHT | $1,001 - $15,000 |
| 2020-04-06 | Adam Kinzinger · R-IL | House | SOLD | $1,001 - $15,000 |
| 2020-04-03 | Adam Kinzinger · R-IL | House | BOUGHT | $1,001 - $15,000 |
| 2020-03-17 | Susie Lee · D-NV | House | SOLD | $1,001 - $15,000 |
Not a model pick — but on our radar.
US FOODS HLDG CORP isn't in the top-10 model right now, but 7 tracked investors hold it. Everything below is real signal from public filings — treat this as a watch candidate, not a conviction call.
7
Investors
0
New positions
3
Increasing
1
Decreasing
3
Unchanged
Price History
Loading price data...
Return:
High:
Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Trust weight: 1.3×
% of portfolio
3.0%
Position change
+27%
3.0% of D1 Capital Partners's portfolio
Trust weight: 1.2×
% of portfolio
1.8%
Position change
+7%
1.8% of Glenview Capital Mgmt's portfolio
Trust weight: 1.1×
% of portfolio
0.1%
Position change
+11%
0.1% of Gotham Asset Mgmt's portfolio
Trust weight: 1.0×
% of portfolio
0.1%
Position change
—
0.1% of AQR Capital Management's portfolio
Trust weight: 1.3×
% of portfolio
0.1%
Position change
—
0.1% of Bridgewater Associates's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
—
0.0% of Millennium Management's portfolio
Trust weight: 1.0×
% of portfolio
0.0%
Position change
−72%
0.0% of D.E. Shaw & Co's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to US FOODS HLDG CORP
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell US FOODS HLDG CORP or any security.
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