
What smart money is saying about US Foods
1 fund in our archive has pitched US Foods — most recently Artisan US Mid Cap Growth Strategy in December 2024.
US Foods Holding Corp., through its subsidiary, US Foods, Inc., markets and distributes fresh, frozen, and dry food and non-food products to foodservice customers in the United States. The company's customers include independently owned single and multi-unit restaurants, regional concepts, national restaurant chains, hospitals, nursing homes, hotels and motels, country clubs, government and military organizations, colleges and universities, and retail locations. As of July 06, 2022, it operated 70 broadline facilities; and 80 cash and carry locations. The company was formerly known as USF Holding Corp. and changed its name to US Foods Holding Corp. in February 2016. US Foods Holding Corp. was incorporated in 2007 and is headquartered in Rosemont, Illinois.
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Position history
Between Q4 2024 and Q1 2026, 1 fund letter reported a position in US Foods — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 1 | 0 | 0 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 1 position · 1 move
- AddedFlexible Equity FundMarch 2026
“Consumer Staples performed strongly in the period, increasing the weighting, and we added to U.S. Foods (USFD) and Mondelez International (MDLZ).”
Read the letterUS Foods
Fund coverage · 1 thesis
- Artisan US Mid Cap Growth StrategyDecember 2024
US Foods is poised for continued margin growth and enhanced profitability through operational improvements and strategic initiatives in the competitive food distribution industry.
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