Billionaire Larry Robbins’ Long-Term Stock Picks

8. US Foods Holding Corp. (NYSE:USFD)

Number of Hedge Fund Holders: 50 

Glenview Capital’s Stake: $111.5 million

US Foods Holding Corp. (NYSE:USFD) engages in the marketing, sale, and distribution of fresh, frozen, and dry food and non-food products to foodservice customers in the United States. This company presents a solid investment opportunity, supported by the following points. To begin, the report for the third quarter of 2024 showed a 6.8% increase in net sales to $9.7 billion, highlighting strong revenue growth, while the 3.8% rise in total case volume, including a 4.1% increase in independent restaurant case volume. This reflects growing demand, especially from the restaurant sector. Secondly, the company has collaborated with the Military Family Advisory Network (MFAN), contributing $250,000 to support military families affected by food insecurity. This initiative underscores the company’s dedication to community engagement and social responsibility. Moreover, the company has also expanded its CHECK Business Tools program by partnering with Square, a leading financial services and mobile payment company. This collaboration aims to equip restaurants with advanced technology solutions to streamline operations and enhance profitability.