Position in USFD
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$9,665,083
+$1,973,782 QoQ
Shares Held
104,816
+2.6% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 13.742176766905818.ToString("F0")%
Shared 0.ToString("F0")%
None 86.25782323309419.ToString("F0")%
Common Shares in USFD Over Time
Shares Held
Position Value (USD)
Derivatives in USFD
reported options exposure · as of Jun 30, 2020CallValue
$0
CallShares
0
PutValue
$1,798,464
PutShares
91,200
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, 2026LPL Financial LLC holds $62,592,957 across 8 Food Distribution names. USFD ranks #2 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
616,499 | $43,974,873 | |
| 2 | USFD |
US Foods Holding Corp.
This page
|
104,816 | $9,665,083 | |
| 3 | PFGC |
Performance Food Group Co
|
59,995 | $5,139,171 | |
| 4 | UNFI |
United Natural Foods Inc
|
30,224 | $1,361,893 | |
| 5 | CHEF |
Chefs' Warehouse, Inc.
|
16,861 | $1,002,386 | |
| 6 | ANDE |
Andersons, Inc.
|
8,753 | $628,290 | |
| 7 | CVGW |
Calavo Growers Inc
|
17,214 | $443,949 | |
| 8 | AVO |
Mission Produce, Inc.
|
27,421 | $377,312 |
All Filings in USFD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,665,083 | 104,816 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $7,691,301 | 102,115 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $7,526,842 | 98,236 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,822,367 | 101,576 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,792,620 | 119,044 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $7,326,021 | 108,598 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $5,957,074 | 96,863 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,191,033 | 97,981 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,119,648 | 94,861 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,089,760 | 90,063 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,455,170 | 87,032 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,774,012 | 85,773 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,145,367 | 85,148 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,998,216 | 88,131 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,262,232 | 85,561 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,166,038 | 70,601 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,432,478 | 64,642 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,168,790 | 33,557 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,439,221 | 41,524 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,796,687 | 125,044 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,603,485 | 120,763 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,605,240 | 138,254 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,180,215 | 143,124 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,798,464 | 91,200 | Put | Sole | 2020-08-13 | |
| 2020-06-30 | $2,654,824 | 134,626 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,490,562 | 84,165 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||