SEC 13F Intelligence

Melvin Capital Management LP / USFD

Melvin Capital Management LP’s US Foods Hldg Corp Position

Does Melvin Capital Management LP own US Foods Hldg Corp (USFD)? Not currently — the last reported position was 2.80M shares worth $97M in Q3 2021; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$97M
Q3 2021
Shares
2.80M
% of Portfolio
+0.49%
Quarters Held
3
position exited

Position History USFD

Reported value by quarter
Q1 ’21: $261MQ1 ’21Q2 ’21: $230MQ2 ’21Q3 ’21: $97MQ3 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20212.80M$97M+0.49%
Q2 20216.00M$230M+1.32%
Q1 20216.85M$261M+1.49%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Melvin Capital Management LP’s full portfolio or all institutional holders of USFD.