Position in USFD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,664,996
+$428,021 QoQ
Shares Held
50,591
-10.1% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in USFD Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Mar 31, 2026CWM, LLC holds $11,158,672 across 9 Food Distribution names. USFD ranks #2 (41.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
|
80,362 | $5,732,221 | |
| 2 | USFD |
US Foods Holding Corp.
This page
|
50,591 | $4,664,996 | |
| 3 | PFGC |
Performance Food Group Co
|
2,941 | $251,926 | |
| 4 | ANDE |
Andersons, Inc.
|
2,966 | $212,899 | |
| 5 | UNFI |
United Natural Foods Inc
|
3,159 | $142,344 | |
| 6 | CHEF |
Chefs' Warehouse, Inc.
|
1,984 | $117,948 | |
| 7 | AVO |
Mission Produce, Inc.
|
2,338 | $32,170 | |
| 8 | HFFG |
HF Foods Group Inc.
|
2,253 | $4,168 |
All Filings in USFD
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,664,996 | 50,591 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,236,975 | 56,253 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,692,975 | 61,250 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,967,299 | 64,502 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,268,090 | 49,925 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,759,626 | 26,084 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $454,362 | 7,388 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $216,582 | 4,088 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $98,549 | 1,826 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $43,548 | 959 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $44,543 | 1,122 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $52,888 | 1,202 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $41,520 | 1,124 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $47,934 | 1,409 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $18,534 | 701 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $40,374 | 1,316 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $40,979 | 1,089 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $10,065 | 289 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $11,392 | 297 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $11,321 | 297 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $9,893 | 297 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $6,599 | 297 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $5,856 | 297 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $5,259 | 297 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||