Sector: consumershopping
Conviction from: S&PCitrini
Sysco is a leading foodservice distributor that markets and delivers food, beverages, kitchen equipment and supplies to restaurants, healthcare, education and hospitality customers.
4 tracked filer(s) hold this · 1 opened, 2 added, 1 trimmed in 31-MAR-2026
Aggregate 13FScore 58 — mean of 4 scored holder(s) · buyers (new/add) avg 64. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| TOMS Capital Investment Management LP (auto-surfaced) | 69 | New buy | 850,000 | $60,630,500 | 1.6% |
| Bill Nygren / Oakmark (Harris Associates) | 68 | Added +39% | 11,009,012 | $785,272,826 | 1.0% |
| Bridgewater | 55 | Added +67% | 49,341 | $3,519,494 | 0.0% |
| Ancora | 42 | Trimmed -10% | 2,370 | $169,034 | 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 |