Lecap Asset Management Invests $1,195,000 in US Foods Holding Corp. (USFD)

US Foods Holding Corp. (NYSE:USFD) is among the most profitable consumer defensive stocks to buy now. In the second quarter, Lecap Asset Management Ltd. bought a new position in US Foods Holding Corp. (NYSE:USFD) through the acquisition of 15,512 shares of the company’s stock. According to a recent disclosure with the SEC, the firm’s investment in the company now amounts to approximately $1,195,000.

Investors are hooked as US Foods Holding Corp. (NYSE:USFD) shows signs of reaching an inflection point. From the considerable acceleration in independent case volume to the prospects of a potential collaboration with Performance Food Group, everything points to the company’s bright future.

What’s even more interesting is that the company’s margin story is looking even stronger, with strategic levers translating into margin growth. While vendor management has been advancing quite well, the Pronto small-truck delivery will ensure margins keep climbing higher. The competition, too, looks modest in the long haul, positioning US Foods Holding Corp. (NYSE:USFD) as best-in-class.

US Foods Holding Corp. (NYSE:USFD) is an Illinois-based company that deals in fresh, frozen, and dry food and non-food products for foodservice customers. Incorporated in 2007, the company has a mission to help customers make it.

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Disclosure: None.