OSTERWEIS CAPITAL MANAGEMENT INC
Position in USFD — US Foods Holding Corp.
CIK 1007524
SAN FRANCISCO, CA
Position in USFD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$36,109,178
+$3,459,185 QoQ
Shares Held
353,146
-0.3% QoQ
Ownership
0.163%
of shares outstanding
% of Portfolio
1.95%
of 13F equity value
Holder Rank
#74
of 662 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USFD Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026OSTERWEIS CAPITAL MANAGEMENT INC holds $36,109,178 across 1 Food Distribution name. USFD ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USFD |
US Foods Holding Corp.
This page
|
353,146 | $36,109,178 |
All Filings in USFD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,109,178 | 353,146 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $32,649,993 | 354,083 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,490,491 | 391,536 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||