Andreas Halvorsen's Viking Global disclosed a new stake in US Foods Holding Corp. (USFD), acquiring 1.73 million shares valued at approximately $177.34 million. The new holding represents a 0.51% weight in the prominent hedge fund's reported long portfolio.
This investment was revealed in a quarterly 13F filing, which reflects holdings as of June 30, 2026, and was made public on August 14. The transactions therefore took place sometime during the second quarter, a period in which US Foods reported record adjusted EBITDA and accelerated case volume growth with independent restaurants.