US Foods Holding Corp. (USFD)
- Sector
- Retail
- Last price
- $101.93
- As of
Kresmion compiles this page from USFD's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
US Foods Holding Corp. (USFD): 6 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-10-02.
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Preview the USFD dossierActive events for USFD
- high13F: large reduction
CITADEL ADVISORS LLC cut 83% of USFD (2026Q2)
- medium13F: new position
VIKING GLOBAL INVESTORS LP new position in USFD
- high13F: large increase
TWO SIGMA INVESTMENTS, LP added +1308% to USFD (2026Q2)
- high13F: large reduction
Bridgewater Associates, LP cut 56% of USFD (2026Q2)
- mediumEarnings below estimates
Q1-2026: Missed consensus by 5.5% - EPS $0.78 vs $0.8256 estimate
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Largest reported share positions in USFD (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| LONE PINE CAPITAL LLCCUSIP 912008109 · 2026Q2 | $502.5M | 3.07% | , |
| VIKING GLOBAL INVESTORS LPCUSIP 912008109 · 2026Q2 | $177.3M | 0.51% | , |
| D. E. Shaw & Co., Inc.CUSIP 912008109 · 2026Q2 | $95.9M | 0.05% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 912008109 · 2026Q2 | $34.6M | 0.01% | , |
| TWO SIGMA INVESTMENTS, LPCUSIP 912008109 · 2026Q2 | $4.3M | 0.00% | , |
| Bridgewater Associates, LPCUSIP 912008109 · 2026Q2 | $2.6M | 0.01% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, USFD
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
USFD against its peers
USFD's operating margin of 3.0% ranks in the 30th percentile of 21 Retail sub-industry peers, fiscal periods ending between 2025-12-27 and 2026-06-27.
| Metric | USFD | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 39.4B USD | 15.4B USD | 90 | 23 |
| Gross margin | 17.4% | 32.9% | 20 | 21 |
| Operating margin | 3.0% | 4.7% | 30 | 21 |
| Net margin | 1.7% | 3.9% | 22 | 24 |
| Return on equity | 15.7% | 17.3% | 37 | 22 |
| P / E | 34.7x | 24.1x | 67 | 22 |
Peers (24): CPNG, PFGC, W, BURL, JD, PAG, CART, DKS, BJ, FIVE, GME, DDS, MUSA, ETSY, CHWY, GAP, KMX, URBN, ANF, ACI, M, SFM, MELI, AN. Left out: UGP (period gap). Fiscal periods ending between 2025-12-27 and 2026-06-27. Every figure is one full fiscal year read from one annual filing (USFD: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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