Lone Pine
USFD · Food & everyday goods

US Foods

Delivers food and kitchen supplies to restaurants and hospitals.
Bought more
Lone Pine owns 4.9 million shares of US Foods, worth about $503 million. That’s $3 of every $100 they have in stocks. Between April and June they bought 1.1 million more (up 29%).
Mar 31
3,795,998
Jun 30
4,914,492

The numbers

Shares they own
4,914,492
Change since Mar 31
+1,118,494
+29.5%
Shares on Mar 31
3,795,998
Value on Jun 30, 2026
$502,506,807
about $503 million
Share of their money
3.1%
$3 of every $100 · 20th of 34
Price per share on Jun 30
$102.25
Cost of the shares they added
about $114 million
at the Jun 30 price
Kind
Shares
More about US Foods
The value uses the price on Jun 30, 2026. The fund may have paid a different price.
Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works