Clearfield Capital Reduces Stake in US Foods

Hedge fund trims position in major food distribution company

Mar. 15, 2026 at 10:49am

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Clearfield Capital Management LP, a Pennsylvania-based hedge fund, has reduced its stake in US Foods Holding Corp. (NYSE: USFD) by 18.2% in the third quarter, according to a recent SEC filing. The fund now owns 252,200 shares of the food distribution company, making it the 4th largest holding in its portfolio.

Why it matters

This move by Clearfield Capital provides insight into the investment strategy and portfolio adjustments of a major institutional investor. Changes in large stakeholder positions can signal broader market trends or shifts in sentiment around a particular company or industry.

The details

According to the filing, Clearfield Capital sold 56,295 shares of US Foods during the third quarter, reducing its total position to 252,200 shares. The hedge fund now owns approximately 0.11% of US Foods' outstanding stock, which was valued at $19.3 million as of the most recent filing.

  • Clearfield Capital Management LP reduced its stake in US Foods in the third quarter of 2026.

The players

Clearfield Capital Management LP

A Pennsylvania-based hedge fund that has reduced its stake in US Foods Holding Corp.

US Foods Holding Corp.

A leading foodservice distribution company in the United States that supplies a wide range of products and services to professional food operators.

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The takeaway

This reduction in Clearfield Capital's position in US Foods reflects broader portfolio adjustments by the hedge fund, but does not necessarily indicate any significant concerns about the food distribution company's outlook. Investors will likely continue to monitor changes in major institutional ownership of US Foods stock.