Chescapmanager LLC

CIK

1697162

City

BALTIMORE

State / Country

Stock

USFD — US Foods Holding Corp.

Top Portfolio Positions

21 positions · $1,118,393,216 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AMZN	Amazon Com Inc Consumer Cyclical	1,019,500	$212,331,265	18.99%
NVDA	Nvidia Corp Technology	1,072,585	$187,058,824	16.73%
VRT	Vertiv Holdings Co Industrials	622,000	$155,860,760	13.94%
GOOGL	Alphabet Inc. Communication Services	490,500	$141,048,180	12.61%
USFD	US Foods Holding Corp. Consumer Defensive	528,457	$48,729,019	4.36%
CCJ	Cameco Corp Energy	443,656	$48,185,478	4.31%
MSFT	Microsoft Corp Technology	110,892	$41,048,891	3.67%
FTI	TechnipFMC plc Energy	589,458	$40,749,231	3.64%
C	Citigroup Inc Financial Services	311,076	$35,279,129	3.15%
MIR	Mirion Technologies, Inc. Industrials	1,689,137	$31,401,056	2.81%

Portfolio Trend

25 quarters · across all stocks

Holdings in USFD

Compact Export CSV

Shares Held

Position Value (USD)

29 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$48,729,019	528,457	-5.4%	Shares	Defined	2026-05-14
2025-12-31	$42,062,981	558,457	-3.5%	Shares	Defined	2026-02-13
2025-09-30	$44,321,375	578,457	+1.8%	Shares	Defined	2025-11-14
2025-06-30	$43,776,873	568,457	-1.7%	Shares	Defined	2025-08-14
2025-03-31	$37,865,795	578,457	-10.8%	Shares	Defined	2025-05-15
2024-12-31	$43,744,909	648,457	-9.5%	Shares	Defined	2025-02-14
2024-09-30	$44,053,864	716,323	-3.4%	Shares	Defined	2024-11-14
2024-06-30	$39,275,292	741,323	0.0%	Shares	Defined	2024-08-14
2024-03-31	$40,009,202	741,323	0.0%	Shares	Defined	2024-05-15
2023-12-31	$33,663,477	741,323	0.0%	Shares	Defined	2024-02-14
2023-09-30	$29,430,523	741,323	0.0%	Shares	Defined	2023-11-14
2023-06-30	$32,618,212	741,323	0.0%	Shares	Defined	2023-08-14
2023-03-31	$27,384,471	741,323	-1.3%	Shares	Defined	2023-05-15
2022-12-31	$25,560,008	751,323	0.0%	Shares	Defined	2023-02-14
2022-09-30	$19,864,980	751,323	0.0%	Shares	Defined	2022-11-14
2022-06-30	$23,050,589	751,323	-6.2%	Shares	Defined	2022-08-12
2022-03-31	$30,153,784	801,323	+60.3%	Shares	Defined	2022-05-13
2021-12-31	$17,415,000	500,000	-9.5%	Call	Defined	2022-02-11
2021-12-31	$19,247,928	552,625	0.0%	Shares	Defined	2022-02-11
2021-09-30	$19,153,982	552,625	+10.5%	Shares	Defined	2022-02-11
2021-09-30	$17,330,000	500,000	0.0%	Call	Defined	2022-02-11
2021-06-30	$19,180,000	500,000	-9.5%	Call	Defined	2021-08-16
2021-06-30	$21,198,695	552,625	+10.5%	Shares	Defined	2021-08-16
2021-03-31	$19,060,000	500,000	-6.1%	Call	Defined	2021-05-17
2021-03-31	$20,303,665	532,625	+6.5%	Shares	Defined	2021-05-17
2020-12-31	$16,655,000	500,000	-6.1%	Call	Defined	2021-02-12
2020-12-31	$17,741,738	532,625	+26.6%	Shares	Defined	2021-02-12
2020-09-30	$9,349,287	420,760	+13.5%	Shares	Defined	2020-11-16
2020-06-30	$7,311,387	370,760	—	Shares	Defined	2020-08-14
No 13F history on record for this holder in this stock.