Steve Mandel's USFD Position Overview
Steve Mandel (via Lone Pine Capital LLC) currently holds 4.91 M shares of US Foods Holding Corp. (USFD) worth $502.51 M, representing 3.07% of the portfolio. First purchased in 2026-Q1, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Steve Mandel has initiated a new position in USFD, representing a fresh investment thesis on this company. Largest addition occurred in Q2 2026, adding 1.12 M shares.
Analysis based on 13F filings available since 2013 Q2
Steve Mandel's US Foods Holding (USFD) Holding Value Over Time
Track share changes against reported price movement
Quarterly US Foods Holding (USFD) Trades by Steve Mandel
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +1.12 M | Add 29.47% | 4.91 M | $102.25 |
| Q1 2026 | +3.8 M | New Buy | 3.8 M | $92.21 |
Steve Mandel's US Foods Holding Investment FAQs
Steve Mandel first purchased US Foods Holding Corp. (USFD) in Q1 2026, acquiring 3,795,998 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steve Mandel has held US Foods Holding Corp. (USFD) for 2 quarters since Q1 2026.
Steve Mandel's largest addition to US Foods Holding Corp. (USFD) was in Q1 2026, adding 3,795,998 shares worth $350.03 M.
According to the latest 13F filing for Q2 2026, Steve Mandel's firm, Lone Pine Capital LLC, owns 4,914,492 shares of US Foods Holding Corp. (USFD), valued at approximately $502.51 M.
As of the Q2 2026 filing, US Foods Holding Corp. (USFD) represents approximately 3.07% of Steve Mandel's publicly disclosed stock portfolio, making it one of their key holdings.
Steve Mandel's peak holding in US Foods Holding Corp. (USFD) was 4,914,492 shares, as reported at the end of Q2 2026.