EULAV Asset Management 13F: New $3.9M Stake in US Foods (USFD)
Key Points
- EULAV Asset Management initiated a new stake in US Foods Holding Corp. with 42,278 shares, valued at about $3.9 million.
- As of October 27, 2026, USFD shares are trading around $101.36, which is about 0.4% above the $100.91 closing price on the filing date.
- The company's recent earnings report showed a trailing twelve-month revenue of approximately $40.1 billion and an EPS of $3.25.
Since the filing, $USFD is up 0.9% to date (from the $100.91 close on Oct 23, 2026).
Get US Foods Holding Corp. text alerts
We text you when insiders, Congress, analysts or big funds move on $USFD.
By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.
Not investment advice. TradeTexts is not a registered investment adviser, and this automated US Foods Holding Corp. alert may contain errors. Disclosures
On October 23, 2026, EULAV Asset Management disclosed a new position in US Foods Holding Corp. (USFD), taking 42,278 shares valued at approximately $3.9 million. This information comes from the fund's latest Form 13F filing with the SEC.
EULAV Asset Management's new buy marks its entry into US Foods, reflecting a growing interest in the food distribution sector. With this acquisition, the firm's reported value in US Foods now stands at $3,898,454, representing a portfolio weight of 0.37% and ranking 33rd among its 151 holdings.
USFD
US Foods Holding Corp.
EULAV Asset Management vs. the S&P 500
Hypothetical returns from EULAV Asset Management's disclosed trades, not real profit or advice. How we model this.
Other Institutional Activity in US Foods
Lone Pine Capital continues to hold a significant position in US Foods, with 3,795,998 shares valued at about $388.1 million. Howland Capital Management recently increased its stake by 18,960 shares, bringing its total to 78,969 shares worth approximately $7.3 million. Boston Partners also maintains a strong presence with 18,606,610 shares valued at about $1.89 billion.
US Foods Holding Corp. Stock Down 2.6%
As of October 27, 2026, US Foods shares are trading around $101.36, which is about 0.4% above the closing price of $100.91 on the filing date. The stock is currently above its 50-day moving average by 1.3% and above its 200-day moving average by 7.9%. However, it is still about 9% below its 52-week high of $111.42.
Recent Earnings
US Foods reported a trailing twelve-month revenue of approximately $40.1 billion, with an EPS of $3.25. The next earnings report is scheduled for November 5, 2026, which could provide further insights into the company’s performance.
Insider Buying and Selling at US Foods Holding Corp.
Several insiders have sold shares in recent months. Chief Financial Officer Dirk J. Locascio sold 20,000 shares on March 30, 2026, at an average price of $91.19, totaling about $1.82 million. Officer William Spencer Hancock sold 21,754 shares on August 7, 2026, at an average price of $108.29, worth approximately $2.36 million. Officer Randy J. Taylor also sold 11,630 shares on August 13, 2026, valued at about $1.28 million.
Analysts Set New Price Targets
Analysts maintain a positive outlook on US Foods. On August 7, 2026, UBS maintained a "Buy" rating with a price target of $127, up from $117. Citigroup also maintained a "Buy" rating, raising its target to $124 from $110. The consensus among analysts is a "Buy" rating, with a mean price target of $116.27.
About US Foods
US Foods Holding Corp. markets and distributes food and non-food products to foodservice customers across the United States. With a focus on fresh, frozen, and dry goods, the company also offers MOXe, a comprehensive foodservice business application. The recent investment by EULAV Asset Management highlights the growing interest in the food distribution sector.
Bottom Line
Investors will be watching for US Foods' upcoming earnings report on November 5, 2026. With EULAV Asset Management's new position, the market may see further interest in this stock as analysts continue to rate it positively.
Related Filing Alerts
Source: EULAV Asset Management's 13F filing on $USFD (Oct 23, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts