US FOODS HLDG CORP

$USFD

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Smart money positioned

7 of the Top-200 alpha managers hold $USFD as of the latest 13F snapshot.

13F holders

653

Insider buys · 90d

Congress · 90d

Smart Money · top-200 alpha cohort

7 holders · Q1 2026

$USFD is held by 7 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.01% to 0.27%, with an average of 0.06% of portfolio. Largest holder: Wellington Management Group LLP at 0.27%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Wellington Management Group LLP

0.27% held

α +10.5pts

Shufro Rose & Co. LLC

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

0.02% held

α +27.5pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 653 · Source: 13F-HR

Gardner Russo & Quinn LLC

0.27% of portfolio

8,644,338 sh

Renaissancere Holdings Ltd.

Poplar Forest Capital LLC

0.49% of portfolio

6,040,408 sh

Roberts Capital Advisors, LLC

0.36% of portfolio

5,673,743 sh

First Financial Bankshares Inc.

0.29% of portfolio

3,946,310 sh

Primecap Management CO

See all 653 13F holders · Pro →

Insider activity · last 90 days

5 transactions · 3 filers

11 Nov 2025

Guberman Steven —

▼ SOLD

58,632

$72.00

10 Jul 2025

Locascio Dirk J. —

▼ SOLD

7,500

$80.00

15 May 2025

Locascio Dirk J. —

▼ SOLD

15,000

$75.00

08 May 2025

Locascio Dirk J. —

▼ SOLD

10,000

$70.00

18 Feb 2025

Bullock David W —

▲ BOUGHT

4,000

$71.06

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.