Position in USFD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,319,755
-$1,475,366 QoQ
Shares Held
42,247
-32.8% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#196
of 663 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in USFD Over Time
Shares Held
Position Value (USD)
Derivatives in USFD
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$449,900
PutShares
4,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Food Distribution
Consumer Defensive · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $20,019,617 across 6 Food Distribution names. USFD ranks #2 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ANDE |
Andersons, Inc.
|
159,854 | $10,934,013 | |
| 2 | USFD |
US Foods Holding Corp.
This page
|
42,247 | $4,319,755 | |
| 3 | SYY |
Sysco Corp
|
31,798 | $2,657,676 | |
| 4 | UNFI |
United Natural Foods Inc
|
23,844 | $1,088,955 | |
| 5 | AVO |
Mission Produce, Inc.
|
68,641 | $809,277 | |
| 6 | PFGC |
Performance Food Group Co
|
1,878 | $209,941 |
All Filings in USFD
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,319,755 | 42,247 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $449,900 | 4,400 | Put | Sole | 2026-08-14 | |
| 2026-03-31 | $5,795,121 | 62,847 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $276,630 | 3,000 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $3,182,044 | 42,247 | Shares | Sole | 2026-02-17 | |
| 2023-12-31 | $1,932,922 | 42,566 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,659,460 | 41,800 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,839,200 | 41,800 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,544,092 | 41,800 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,112,830 | 91,500 | Shares | Sole | 2023-02-14 | |
| 2021-09-30 | $211,426 | 6,100 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $230,160 | 6,000 | Put | Sole | 2021-08-16 | |
| 2021-06-30 | $3,338,816 | 87,039 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $21,016,737 | 551,331 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,145,927 | 244,549 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $273,142 | 8,200 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $269,811 | 8,100 | Call | Sole | 2021-02-16 | |
| 2020-09-30 | $759,924 | 34,200 | Put | Sole | 2020-11-16 | |
| 2020-09-30 | $20,806,941 | 936,406 | Shares | Sole | 2020-11-16 | |
| 2020-09-30 | $677,710 | 30,500 | Call | Sole | 2020-11-16 | |
| 2020-06-30 | $20,764,134 | 1,052,948 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $14,003,633 | 790,719 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||