SEC 13F Intelligence

Islet Management, LP / USFD

Islet Management, LP’s US Foods Hldg Corp Position

Does Islet Management, LP own US Foods Hldg Corp (USFD)? Not currently — the last reported position was 550.0K shares worth $21M in Q1 2022; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$21M
Q1 2022
Shares
550.0K
% of Portfolio
+0.85%
Quarters Held
5
position exited

Position History USFD

Reported value by quarter
Q4 ’20: $17MQ4 ’20Q1 ’21: $25MQ1 ’21Q2 ’21: $4MQ2 ’21Q4 ’21: $17MQ4 ’21Q1 ’22: $21MQ1 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2022550.0K$21M+0.85%
Q4 2021500.0K$17M+0.48%
Q2 2021100.0K$4M+0.11%
Q1 2021650.0K$25M+0.61%
Q4 2020500.0K$17M+0.76%

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