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What smart money is saying about US FoodsUnited States flag

USFD · Consumer Defensive · Food Distribution · Market cap $16.78B

1 fund in our archive has pitched US Foods — most recently Artisan US Mid Cap Growth Strategy in December 2024.

Company profile

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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1
Reported positions
1
Bought
0
Sold
2
Letters

Position history

Between Q4 2024 and Q1 2026, 1 fund letter reported a position in US Foods1 opened or added to the position.

Fund letters reporting a position in US Foods, by quarter
QuarterLettersBoughtSoldTheses
Q1 20261100
Q4 20240001

Fund activity · 1 position · 1 move

  • AddedFlexible Equity Fund
    March 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 Strategy
    December 2024

    US Foods is poised for continued margin growth and enhanced profitability through operational improvements and strategic initiatives in the competitive food distribution industry.

    Read the full thesis

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