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Disclosery

Waterloo Capital, L.P.: USFD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Waterloo Capital, L.P. on USFD, newest first. How the timeline and the estimate are built.

Waterloo Capital, L.P. held 6,707 USFD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,707 shares
    Change vs previous 13F -564 shares

    0.04% of the 13F portfolio, value $685,791.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,271 shares
    Change vs previous 13F -362 shares

    0.05% of the 13F portfolio, value $670,459.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,633 shares
    Change vs previous 13F +377 shares

    0.04% of the 13F portfolio, value $574,918.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,256 shares
    Change vs previous 13F -8 shares

    0.04% of the 13F portfolio, value $555,955.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,264 shares
    Change vs previous 13F +569 shares

    0.05% of the 13F portfolio, value $559,401.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,695 shares
    Change vs previous 13F +2,800 shares

    0.04% of the 13F portfolio, value $438,255.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,895 shares
    Change vs previous 13F -531 shares

    0.03% of the 13F portfolio, value $262,757.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,426 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $272,199.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).