Sachem Head Capital Management — USFD Trade History
Quarter-by-quarter changes in the US FOODS HLDG CORP position · CUSIP 912008109
Sold outFirst seen: 2018 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | — | — | — | — | — | — |
| 2026 Q1 | 2026-05-15 | — | — | — | — | — | — |
| 2025 Q4 | 2026-02-13 | — | — | — | — | — | — |
| 2025 Q3 | 2025-11-14 | Sold out | — | -1,490,000 | -100.0% | — | — |
| 2025 Q2 | 2025-08-14 | Reduce | 1,490,000 | -1,685,000 | -53.1% | $114.7M | 3.58% |
| 2025 Q1 | 2025-05-15 | Reduce | 3,175,000 | -445,000 | -12.3% | $207.8M | 8.33% |
| 2024 Q4 | 2025-02-14 | Reduce | 3,620,000 | -1,205,000 | -25.0% | $244.2M | 13.46% |
| 2024 Q3 | 2024-11-14 | Reduce | 4,825,000 | -8,882,261 | -64.8% | $296.7M | 15.57% |
| 2024 Q2 | 2024-08-14 | Reduce | 13,707,261 | -2,225,616 | -14.0% | $726.2M | 36.11% |
| 2024 Q1 | 2024-05-15 | Hold | 15,932,877 | — | 0.0% | $859.9M | 36.79% |
| 2023 Q4 | 2024-02-14 | Reduce | 15,932,877 | -3,000,000 | -15.8% | $723.5M | 33.86% |
| 2023 Q3 | 2023-11-14 | Hold | 18,932,877 | — | 0.0% | $751.6M | 35.10% |
| 2023 Q2 | 2023-08-14 | Hold | 18,932,877 | — | 0.0% | $833.0M | 34.79% |
| 2023 Q1 | 2023-05-15 | Hold | 18,932,877 | — | 0.0% | $699.4M | 30.97% |
| 2022 Q4 | 2023-02-10 | Hold | 18,932,877 | — | 0.0% | $644.1M | 25.16% |
| 2022 Q3 | 2022-11-14 | New | 18,932,877 | 18,932,877 | — | $500.6M | 18.66% |
| 2022 Q2 | 2022-08-12 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-13 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-11 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-12 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-13 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-14 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-12 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-13 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-14 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-15 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-14 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-14 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-14 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-15 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-14 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-14 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-14 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-15 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-14 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-12 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-14 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.