USFD — US FOODS HOLDINGS CORP

Ownership history in Tradewinds, LLC.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Tradewinds, LLC. reported a position in US FOODS HOLDINGS CORP (USFD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.48% (2025 Q4)
Avg. % of fund
1.43%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 82,238 +4,891 +6.3% 1.48% $6.2M $75.32
2025 Q3 ADDED 77,347 +3,228 +4.4% 1.44% $5.9M $76.62
2025 Q1 INITIATED 74,119 — — 1.37% $4.9M $65.46
% of Fund (quarterly)    USFD price (monthly, adj. close)

Other funds also holding USFD

As of 2025 Q4 — sorted by position size

Pertento Partners LLP 3Y 11.87% Aryeh Capital Management Ltd. 3Y 10.25% CLEARFIELD CAPITAL MANAGEMENT LP 3Y 7Y 7.84% Tensile Capital Management LP 3Y 7Y 7.45% Atalan Capital Partners, LP 3Y 7Y 6.38% Chescapmanager LLC 3Y 7Y 3.5% Clarkston Capital Partners, LLC 3Y 7Y 3.07% D1 Capital Partners L.P. 3Y 7Y 3.01% South Street Advisors LLC 3Y 7Y 2.89% Ararat Capital Management LP 3Y 2.54%
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