Guru Ownership Trend
Guru Analysis for US Foods Holding Corp. (USFD)
US Foods Holding Corp. (USFD), a key player in the Consumer Staples sector, continues to attract institutional attention.
As of Q1 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $524.73 M.
Top institutional holders include Steve Mandel and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $198.33 M net inflow during the quarter.
Recent activity highlights Steve Mandel who opened a new position. Conversely, Ray Dalio reduced exposure by 75.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for US Foods Holding Corp. (USFD)
Major holders include Steve Mandel ($350.03 M), Cliff Asness ($156.67 M), Joel Greenblatt ($43.27 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 6.43 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $198.33 M, with 3 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited USFD. The total reported sell value was $156.69 M.
Yes, 2 managers opened new positions in USFD, and 1 increased their existing holdings. The total reported buy value was $355.02 M.
