SEC 13F Intelligence

Woodson Capital Management, LP / USFD

Woodson Capital Management, LP’s US Foods Hldg Corp Position

Does Woodson Capital Management, LP own US Foods Hldg Corp (USFD)? Not currently — the last reported position was 150.0K shares worth $7M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q4 2023
Shares
150.0K
% of Portfolio
+1.40%
Quarters Held
3
position exited

Position History USFD

Reported value by quarter
Q2 ’23: $9MQ2 ’23Q3 ’23: $7MQ3 ’23Q4 ’23: $7MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023150.0K$7M+1.40%
Q3 2023180.0K$7M+1.39%
Q2 2023200.0K$9M+1.33%

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