Howland Capital Management 13F: Adds $1.7M to USFD Stake

Howland Capital Management increased its stake in US Foods Holding Corp. USFD during the quarter, boosting its holdings by 31.6% according to a Form 13F filing with the SEC on October 22, 2026. The firm acquired an additional 18,960 shares, bringing its total ownership to 78,969 shares. The reported value of this holding stood at about $7.3 million on the filing date, when the stock closed at $104.05.

USFD US Foods Holding Corp.

$104.05 ▲ +39.40% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Howland Capital Management's US Foods Holding Corp. Position

Howland Capital Management grew its investment in US Foods Holding Corp. USFD by 18,960 shares during the period. This increase marked a 31.6% change from its previous holding of 60,009 shares. The firm's total stake was valued at $7,281,732 at the time of the filing on October 22, 2026.

Other Institutional Activity in US Foods Holding Corp.

Other large funds also adjusted their positions in US Foods Holding Corp. USFD. Boston Partners grew its holdings by 2,211,677 shares, ending with 18,606,610 shares worth about $1.94 billion. Victory Capital Management Inc. reduced its stake by 633,903 shares, or 10.4%, ending with 5,443,787 shares valued at about $566.4 million. Lone Pine Capital held 3,795,998 shares worth about $388.1 million in its report.

US Foods Holding Corp. Stock Up 1.9%

US Foods Holding Corp. USFD recently traded around $104.05 as of October 23, 2026, roughly equal to its close of $104.05 on October 22, 2026. The stock trades above its 50-day moving average of $100.25 and sits above its 200-day moving average of $93.77. The shares have traded between a 52-week low of $69.88 and a 52-week high of $111.42.

Recent Earnings

US Foods Holding Corp. USFD reported $40.13 billion in trailing twelve-month revenue with an earnings per share of $3.31. The company posted a net profit margin of 1.8% and a return on equity of 16.4%. Investors will look toward the upcoming earnings release on November 5, 2026 for further updates on the business.

Insider Buying and Selling at US Foods Holding Corp.

Insiders completed several transactions prior to the filing. Chief Financial Officer Dirk J Locascio sold 20,000 shares on March 30, 2026, at an average price of $91.19 for a total value of $1,823,800. Later, on August 7, 2026, officer William Spencer Hancock sold 21,754 shares at $108.29 apiece, totaling $2,355,741. Officer Randy J Taylor sold 11,630 shares on August 13, 2026, valued at $1,283,640.

Analysts Set New Price Targets

Wall Street firms maintain active coverage on US Foods Holding Corp. USFD. UBS maintained a buy rating on August 7, 2026, raising its price target from $117.00 to $127.00. Citigroup maintained a buy rating on the same day, lifting its target from $110.00 to $124.00. Piper Sandler maintained a neutral rating on August 12, 2026, raising its target to $108.00 from $88.00. JP Morgan maintained a neutral rating on September 29, 2026, lowering its target to $98.00 from $108.00. Morgan Stanley maintained an equal-weight rating on October 15, 2026, raising its target to $111.00 from $107.00. The stock carries a buy consensus recommendation overall.

About US Foods Holding Corp.

US Foods Holding Corp. USFD markets and distributes fresh, frozen, and dry food and non-food items to restaurants, hospitals, and other dining operations across the United States. The enterprise also offers proprietary software tools to help commercial kitchens manage inventory and ordering. Institutional interest from firms like Howland Capital Management reflects ongoing portfolio adjustments ahead of upcoming quarterly financial updates.

Bottom Line

Howland Capital Management's increased allocation brings fresh attention to US Foods Holding Corp. USFD as market participants monitor institutional sentiment. Investors are tracking upcoming earnings reports scheduled for November 5, 2026 to gauge operational momentum across the food distribution sector.