SCHEDULE 13G/A: Boston Partners Discloses 5.1% Passive Stake in US Foods Holding Corp.

Investment adviser Boston Partners has filed an amended Schedule 13G, revealing a 5.1% beneficial ownership stake in US Foods Holding Corp. as of December 31, 2024.

Summary

• Boston Partners, a Delaware-based investment adviser, is the reporting person for this Schedule 13G Amendment No. 4.
• The filing pertains to Common Stock of US FOODS HOLDING CORP, with CUSIP Number 912008109.
• As of December 31, 2024, Boston Partners beneficially owned an aggregate of 11,879,866 shares of US Foods Holding Corp. common stock.
• This beneficial ownership represents 5.1% of the class of securities.
• Boston Partners holds sole voting power over 9,472,579 shares and sole dispositive power over 11,879,866 shares.
• The filing certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of the issuer.

Sentiment

Score: 5

Explanation: This is a neutral, factual disclosure of beneficial ownership by an investment adviser, providing no positive or negative operational or financial news about the issuer.

Positives

• The document indicates a significant, passive investment by an institutional investor (Boston Partners) in US Foods Holding Corp., which can be viewed as a vote of confidence in the company by a large asset manager.

Negatives

• The document is a routine ownership disclosure and does not contain any negative operational or financial information about US Foods Holding Corp.

Risks

• This Schedule 13G filing is a disclosure of beneficial ownership and does not detail specific operational or financial risks related to US Foods Holding Corp.

Future Outlook

This document is a beneficial ownership disclosure and does not contain any forward-looking statements or guidance regarding US Foods Holding Corp.'s future performance or outlook.

Management Comments

• "By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §§ 240.14a-11." (Certification by Akiko Lindholm, Senior Compliance Manager for Boston Partners)

Industry Context

This filing reflects a standard institutional investment by Boston Partners in US Foods Holding Corp., a major player in the foodservice distribution industry. It does not provide specific insights into broader industry trends or competitive dynamics beyond indicating continued institutional interest in the sector.

Stakeholder Impact

• Shareholders: The disclosure of a significant passive stake by a large investment adviser like Boston Partners can provide transparency regarding the institutional ownership structure of US Foods Holding Corp.

Key Dates

Keywords

US Foods Holding Corp, Boston Partners, Schedule 13G, Beneficial Ownership, Common Stock, Investment Adviser, SEC Filing, Institutional Investor