Joel Greenblatt's USFD Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 377,259 shares of US Foods Holding Corp. (USFD) worth $28.91 M, representing 0.13% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in USFD, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2018, adding 408,220 shares. Largest reduction occurred in Q2 2018, reducing 189,619 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's US Foods Holding (USFD) Holding Value Over Time
Track share changes against reported price movement
Quarterly US Foods Holding (USFD) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2016 | +37,657 | New Buy | 37,657 | $27.48 |
| Q1 2017 | -37,657 | Sold Out | 37,657 | $0.00 |
| Q4 2017 | +27,582 | New Buy | 27,582 | $31.94 |
| Q1 2018 | +408,220 | Add 1480.02% | 435,802 | $32.77 |
| Q2 2018 | -189,619 | Reduce 43.51% | 246,183 | $37.82 |
| Q3 2018 | -187,715 | Reduce 76.25% | 58,468 | $30.82 |
| Q4 2018 | -58,468 | Sold Out | 58,468 | $0.00 |
| Q2 2019 | +21,754 | New Buy | 21,754 | $35.76 |
| Q3 2019 | +132,406 | Add 608.65% | 154,160 | $41.10 |
| Q4 2019 | -154,160 | Sold Out | 154,160 | $0.00 |
| Q3 2020 | +137,051 | New Buy | 137,051 | $22.22 |
| Q4 2020 | -111,408 | Reduce 81.29% | 25,643 | $33.30 |
| Q1 2021 | -5,086 | Reduce 19.83% | 20,557 | $38.14 |
| Q2 2021 | -3,004 | Reduce 14.61% | 17,553 | $38.34 |
| Q3 2021 | -17,553 | Sold Out | 17,553 | $0.00 |
| Q4 2021 | +24,952 | New Buy | 24,952 | $34.83 |
| Q1 2022 | -24,952 | Sold Out | 24,952 | $0.00 |
| Q3 2022 | +30,004 | New Buy | 30,004 | $26.43 |
| Q4 2022 | +31,624 | Add 105.40% | 61,628 | $34.02 |
| Q1 2023 | +42,815 | Add 69.47% | 104,443 | $36.94 |
| Q2 2023 | -29,915 | Reduce 28.64% | 74,528 | $44.00 |
| Q3 2023 | +68,361 | Add 91.73% | 142,889 | $39.70 |
| Q4 2023 | -11,831 | Reduce 8.28% | 131,058 | $45.41 |
| Q1 2024 | -30,718 | Reduce 23.44% | 100,340 | $53.97 |
| Q2 2024 | -21,356 | Reduce 21.28% | 78,984 | $52.98 |
| Q3 2024 | +33,006 | Add 41.79% | 111,990 | $61.50 |
| Q4 2024 | +8,085 | Add 7.22% | 120,075 | $67.46 |
| Q1 2025 | +72,084 | Add 60.03% | 192,159 | $65.46 |
| Q2 2025 | +91,037 | Add 47.38% | 283,196 | $77.01 |
| Q3 2025 | +94,063 | Add 33.21% | 377,259 | $76.62 |
Joel Greenblatt's US Foods Holding Investment FAQs
Joel Greenblatt first purchased US Foods Holding Corp. (USFD) in Q4 2016, acquiring 37,657 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held US Foods Holding Corp. (USFD) for 36 quarters since Q4 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to US Foods Holding Corp. (USFD) was in Q1 2018, adding 435,802 shares worth $14.28 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 377,259 shares of US Foods Holding Corp. (USFD), valued at approximately $28.91 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, US Foods Holding Corp. (USFD) represents approximately 0.13% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in US Foods Holding Corp. (USFD) was 435,802 shares, as reported at the end of Q1 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.