Sector: consumershopping
Conviction from: S&PCitrini
52-week range: 68.1991.84
Sysco is a leading foodservice distributor that markets and delivers food, beverages, kitchen equipment and supplies to restaurants, healthcare, education and hospitality customers.
6 tracked filer(s) hold this · 1 opened, 3 added, 2 trimmed in 30-JUN-2026
Aggregate 13FScore 57 — mean of 6 scored holder(s) · buyers (new/add) avg 57. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Daniel Loeb / Third Point | 39 | New buy | 580,000 | $48,157,226 | 1.0% |
| Bill Nygren / Oakmark (Harris Associates) | 70 | Added +48% | 16,292,380 | $1,361,717,145 | 1.8% |
| Paul Tudor Jones / Tudor | 63 | Added +222% | 445,567 | $37,240,490 | 0.1% |
| Bridgewater | 56 | Added +250% | 172,898 | $14,450,815 | 0.1% |
| Steve Cohen / Point72 | 76 | Trimmed -42% | 1,405,802 | $117,496,931 | 0.1% |
| Ancora | 40 | Trimmed -15% | 2,013 | $168,225 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
| Filed | Insider | Role | Shares | Value | |
|---|
| 2026-05-27 | Hinshaw John M | director | 13,304 | $1,000,035 | Form 4 |
7 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-07-01 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $1,001 - $15,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 -$15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $250,001 | PTR |
| Report | Date | Stance |
|---|
| #90 — Market Memo: Insuring Against Insanity | 2025-03-31 | LONG |