D1 Capital Partners L.P.: US FOODS HOLDING CORP (USFD): Quarterly 13F Position History
As of Q1 2026, D1 Capital Partners L.P. reported 4,283,474 shares of US FOODS HOLDING CORP (USFD), worth $395.0M and representing 3.5% of its 13F equity book. The position first appeared in Q1 2025 and has been disclosed across 5 13F-HR filings in Pactolio's tracked window.
- 4,283,474Shares Held (Latest Filing)
- $395.0MReported Market Value (Latest Filing)
- 3.5%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$72.3MQuarter-over-Quarter Value Change
- 4,283,474Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 4,283,474 | 0 | — | $395.0M | 3.5% | $92.2 |
| Q4 2025 | 4,283,474 | +922,274 | +27.4% | $322.6M | 3.0% | $75.3 |
| Q3 2025 | 3,361,200 | +2,329,200 | +225.7% | $257.5M | 3.0% | $76.6 |
| Q2 2025 | 1,032,000 | 290,000 | -21.9% | $79.5M | 1.1% | $77.0 |
| Q1 2025 | 1,322,000 | — | — | $86.5M | 1.3% | $65.5 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did D1 Capital Partners L.P. first disclose a USFD position in 13F-HR filings?
D1 Capital Partners L.P. first reported US FOODS HOLDING CORP (USFD) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 5 reported quarters within Pactolio's tracked window.
What was D1 Capital Partners L.P.'s most recent quarter-over-quarter share-count change in USFD?
D1 Capital Partners L.P. held the same 4,283,474 shares of USFD between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent D1 Capital Partners L.P.'s cost basis in USFD?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.