L3VLUP
Quarter end
31 Dec 2023
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 9 Feb 2024
Managers listing it
18
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 14 listed it in both
Shares listed
66,236,250
combined, among listed positions
Reported value
$4.8bn
combined, at the quarter end

Among the 93 comparable managers: 9 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing SYY in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

18 of 18 holders

ActionFiling
Wellington Management Group LLP15,179,075$1.1bn0.21%Trimmed-5,676,53912 Feb 2024 (the filing on sec.gov)
Invesco Ltd12,049,476$881m0.21%Added+1,189,78613 Feb 2024 (the filing on sec.gov)
Fidelity (FMR LLC)9,564,350$699m0.05%Added+488,7575 Nov 2026 (the filing on sec.gov)
Capital World Investors9,347,718$684m0.12%Newnew13 Feb 2024 (the filing on sec.gov)
Janus Henderson Group Ltd4,416,575$323m0.19%Trimmed-76,98514 Feb 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc3,764,656$275munder 0.1%Trimmed-896,12116 Feb 2024 (the filing on sec.gov)
Holocene Advisors LP3,358,330$246m0.96%Added+470,63714 Feb 2024 (the filing on sec.gov)
Capital Research Global Investors3,107,352$227m0.06%Newnew13 Feb 2024 (the filing on sec.gov)
Trian Fund Management LP1,223,500$89m1.28%Held014 Feb 2024 (the filing on sec.gov)
Renaissance Technologies LLC1,166,900$85m0.13%Trimmed-31,20013 Feb 2024 (the filing on sec.gov)
Acadian Asset Management LLC759,679$56m0.22%Trimmed-4,55613 Feb 2024 (the filing on sec.gov)
Bridgewater Associates LP747,034$55m0.31%Trimmed-53,25214 Feb 2024 (the filing on sec.gov)
Artisan Partners LP597,216$44m0.07%Added+62,55612 Feb 2024 (the filing on sec.gov)
AQR Capital Management LLC492,739$36m0.07%Added+40,30914 Feb 2024 (the filing on sec.gov)
Voloridge Investment Management LLC392,245$29m0.11%Trimmed-326,52614 Feb 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP42,419$3.1munder 0.1%Trimmed-21,18614 Feb 2024 (the filing on sec.gov)
Caxton Associates LLP16,666$1.2m0.06%Newnew14 Feb 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP10,320$755kunder 0.1%Newnew14 Feb 2024 (the filing on sec.gov)

What managers have written about SYY

Shown because the letter names the company. A letter is commentary; it is not a record of why a position changed.

  • Before the letter
    31 Mar 2022 (Q1 2022 13F): not among Sachem Head Capital Management LP’s listed positions. A holding below the listed range, under another security, or none at all would read the same.
    After the letter
    30 Jun 2022 (Q2 2022 13F): not among Sachem Head Capital Management LP’s listed positions. A holding below the listed range, under another security, or none at all would read the same.

Every letter beside its positions →

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
15 in Q3 2024 to 24 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SYY by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20139$2.2bnn.a.n.a.
Q3 201315$2.0bnn.a.n.a.
Q4 201317$2.1bnn.a.n.a.
Q1 201412$1.7bnn.a.n.a.
Q2 20148$1.7bnn.a.n.a.
Q3 201411$1.8bnn.a.n.a.
Q4 201412$1.7bnn.a.n.a.
Q1 201523$1.9bnn.a.n.a.
Q2 201512$1.6bnn.a.n.a.
Q3 201519$3.3bnn.a.n.a.
Q4 201515$3.4bnn.a.n.a.
Q1 201617$3.8bnn.a.n.a.
Q2 201620$3.8bnn.a.n.a.
Q3 201620$3.9bnn.a.n.a.
Q4 201620$4.3bnn.a.n.a.
Q1 201720$4.3bnn.a.n.a.
Q2 201719$4.3bnn.a.n.a.
Q3 201720$4.7bnn.a.n.a.
Q4 201722$5.5bnn.a.n.a.
Q1 201816$5.7bnn.a.n.a.
Q2 201817$7.0bnn.a.n.a.
Q3 201824$7.2bnn.a.n.a.
Q4 201820$5.9bnn.a.n.a.
Q1 201925$6.4bnn.a.n.a.
Q2 201921$6.4bnn.a.n.a.
Q3 201919$6.4bnn.a.n.a.
Q4 201918$6.7bnn.a.n.a.
Q1 202020$3.8bnn.a.n.a.
Q2 202022$5.3bnn.a.n.a.
Q3 202014$5.9bnn.a.n.a.
Q4 202020$6.7bnn.a.n.a.
Q1 202119$7.3bnn.a.n.a.
Q2 202124$7.0bnn.a.n.a.
Q3 202117$6.2bnn.a.n.a.
Q4 202112$5.9bnn.a.n.a.
Q1 202214$6.6bnn.a.n.a.
Q2 202213$6.7bnn.a.n.a.
Q3 202220$5.4bnn.a.n.a.
Q4 202220$5.0bnn.a.n.a.
Q1 202315$5.0bnn.a.n.a.
Q2 202318$4.4bnn.a.n.a.
Q3 202319$3.9bnn.a.n.a.
Q4 202318$4.8bn99
Q1 202422$5.6bn138
Q2 202415$4.2bn711
Q3 202415$4.5bn610
Q4 202415$4.7bn78
Q1 202518$4.3bn126
Q2 202515$4.4bn114
Q3 202514$4.8bn87
Q4 202518$4.1bn1817
Q1 202618$3.5bn2415
Q2 202624$4.6bn2220

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SYY and PM →SYY and KO →SYY and COST →Choose a stock to compare with SYY →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SYY, latest filings →Back to the 13F Explorer →