$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.
US FOODS HLDG CORP
13F holders
653
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 653 · Source: 13F-HR01
Gardner Russo & Quinn LLC
—
—
02
Renaissancere Holdings Ltd.
—
—
03
Deutsche Bank AG
—
—
04
Axa S.a.
—
—
05
State Street
—
—
06
Poplar Forest Capital LLC
—
—
07
Roberts Capital Advisors, LLC
—
—
08
First Financial Bankshares Inc.
—
—
09
Primecap Management CO
—
—
10
Immersion Corp.
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—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
7 holders · Q1 202601
Wellington Management Group LLP
0.27% held
α +10.5pts
02
Shufro Rose & Co. LLC
0.05% held
α +32.3pts
03
Fulton Bank, N.a.
0.04% held
α +23.8pts
04
Quarry LP
0.03% held
α +10.6pts
05
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.02% held
α +27.5pts
06
Nisa Investment Advisors, LLC
0.02% held
α +16.6pts
07
Citigroup Inc.
0.01% held
α +26.3pts
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.
Insider activity · last 90 days
5 transactions · 3 filersTransaction 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.
Congress trades · last 90 days
5 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $USFD lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $USFD — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:11 UTC.