Larry Robbins's USFD Position Overview
Larry Robbins (via Glenview Capital Management, LLC) currently holds 1.07 M shares of US Foods Holding Corp. (USFD) worth $81.63 M, representing 1.82% of the portfolio. First purchased in 2021-Q4, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Larry Robbins has maintained a strategic position in USFD, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 2.8 M shares. Largest reduction occurred in Q2 2023, reducing 1.04 M shares.
Analysis based on 13F filings available since 2013 Q2
Larry Robbins's US Foods Holding (USFD) Holding Value Over Time
Track share changes against reported price movement
Quarterly US Foods Holding (USFD) Trades by Larry Robbins
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2021 | +1.62 M | New Buy | 1.62 M | $34.83 |
| Q1 2022 | +2.8 M | Add 172.98% | 4.42 M | $37.63 |
| Q2 2022 | +204,995 | Add 4.64% | 4.62 M | $30.68 |
| Q4 2022 | -780,760 | Reduce 16.88% | 3.84 M | $34.02 |
| Q1 2023 | -252,289 | Reduce 6.56% | 3.59 M | $36.94 |
| Q2 2023 | -1.04 M | Reduce 28.91% | 2.55 M | $44.00 |
| Q3 2023 | -301,631 | Reduce 11.81% | 2.25 M | $39.70 |
| Q4 2023 | -497,994 | Reduce 22.12% | 1.75 M | $45.41 |
| Q1 2024 | +770,439 | Add 43.93% | 2.52 M | $53.97 |
| Q2 2024 | -29,281 | Reduce 1.16% | 2.49 M | $52.98 |
| Q3 2024 | -681,460 | Reduce 27.31% | 1.81 M | $61.50 |
| Q4 2024 | -204,902 | Reduce 11.30% | 1.61 M | $67.46 |
| Q1 2025 | +177,204 | Add 11.02% | 1.79 M | $65.46 |
| Q2 2025 | -406,848 | Reduce 22.78% | 1.38 M | $77.01 |
| Q3 2025 | -313,552 | Reduce 22.74% | 1.07 M | $76.62 |
Larry Robbins's US Foods Holding Investment FAQs
Larry Robbins first purchased US Foods Holding Corp. (USFD) in Q4 2021, acquiring 1,619,112 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Larry Robbins has held US Foods Holding Corp. (USFD) for 16 quarters since Q4 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Larry Robbins's largest addition to US Foods Holding Corp. (USFD) was in Q1 2022, adding 4,419,867 shares worth $166.32 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Larry Robbins's firm, Glenview Capital Management, LLC, owns 1,065,329 shares of US Foods Holding Corp. (USFD), valued at approximately $81.63 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 1.82% of Larry Robbins'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.
Larry Robbins's peak holding in US Foods Holding Corp. (USFD) was 4,624,862 shares, as reported at the end of Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.