TWO SIGMA INVESTMENTS, LP

Position in USFD — US Foods Holding Corp.

CIK 1179392 NEW YORK, NY

Back to USFD Full portfolio

Position in USFD

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$5,795,121

+$2,613,077 QoQ

Shares Held

62,847

+48.8% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in USFD Over Time

Shares Held

Position Value (USD)

Derivatives in USFD

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$276,630

PutShares

3,000

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 Mar 31, 2026

TWO SIGMA INVESTMENTS, LP holds $22,131,042 across 5 Food Distribution names. USFD ranks #2 (26.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ANDE	Andersons, Inc.	185,538	$13,317,917
2	USFD	US Foods Holding Corp. This page	62,847	$5,795,121
3	AVO	Mission Produce, Inc.	81,400	$1,120,064
4	CVGW	Calavo Growers Inc	37,600	$969,704
5	UNFI	United Natural Foods Inc	20,600	$928,236

All Filings in USFD

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20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,795,121	62,847	+1994.9%	Shares	Sole	2026-05-15
2026-03-31	$276,630	3,000	-92.9%	Put	Sole	2026-05-15
2025-12-31	$3,182,044	42,247	-0.7%	Shares	Sole	2026-02-17
2023-12-31	$1,932,922	42,566	+1.8%	Shares	Sole	2024-02-14
2023-09-30	$1,659,460	41,800	0.0%	Shares	Sole	2023-11-14
2023-06-30	$1,839,200	41,800	0.0%	Shares	Sole	2023-08-14
2023-03-31	$1,544,092	41,800	-54.3%	Shares	Sole	2023-05-15
2022-12-31	$3,112,830	91,500	+1400.0%	Shares	Sole	2023-02-14
2021-09-30	$211,426	6,100	+1.7%	Put	Sole	2021-11-15
2021-06-30	$230,160	6,000	-93.1%	Put	Sole	2021-08-16
2021-06-30	$3,338,816	87,039	-84.2%	Shares	Sole	2021-08-16
2021-03-31	$21,016,737	551,331	+125.4%	Shares	Sole	2021-05-17
2020-12-31	$8,145,927	244,549	+2882.3%	Shares	Sole	2021-02-16
2020-12-31	$273,142	8,200	+1.2%	Put	Sole	2021-02-16
2020-12-31	$269,811	8,100	-76.3%	Call	Sole	2021-02-16
2020-09-30	$759,924	34,200	-96.3%	Put	Sole	2020-11-16
2020-09-30	$20,806,941	936,406	+2970.2%	Shares	Sole	2020-11-16
2020-09-30	$677,710	30,500	-97.1%	Call	Sole	2020-11-16
2020-06-30	$20,764,134	1,052,948	+33.2%	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.