- Quarter end
- 30 Sep 2024
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 12 Nov 2024
- Managers listing it
- 15
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q2 2024 and Q3 2024; 12 listed it in both
- Shares listed
- 57,899,123
- combined, among listed positions
- Reported value
- $4.5bn
- combined, at the quarter end
Among the 94 comparable managers: 6 buyers (opened or added shares) and 10 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 Q3 2024
15 of 15 holders
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.
- Sachem Head's April 2022 letter to US Foods stockholders26 Apr 2022 · Activist letter · Mentioned · Sachem Head Capital Management LP’s 13F
- 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.
Largest increases and reductions, by shares
Increases
- MFS Investment Managementnew position · 1,766,585 shares now+1,766,585
- Invesco Ltdexisting position · 16,056,100 shares now+1,638,195
- Capital Research Global Investorsexisting position · 7,063,474 shares now+200,090
- Janus Henderson Group Ltdexisting position · 4,265,723 shares now+168,163
- Caxton Associates LLPnew position · 26,815 shares now+26,815
Reductions
- Wellington Management Group LLPexisting position · 3,881,574 shares now-945,615
- D. E. Shaw & Co.existing position · 1,036,775 shares now-931,622
- Bridgewater Associates LPexisting position · 309,424 shares now-172,758
- Acadian Asset Management LLCexisting position · 115,852 shares now-77,124
- Woodline Partners LPexisting position · 132,283 shares now-70,002
New positions and exits
New (2)
Exited (1)
- Holocene Advisors LPwas $169m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 9 | $2.2bn | n.a. | n.a. |
| Q3 2013 | 15 | $2.0bn | n.a. | n.a. |
| Q4 2013 | 17 | $2.1bn | n.a. | n.a. |
| Q1 2014 | 12 | $1.7bn | n.a. | n.a. |
| Q2 2014 | 8 | $1.7bn | n.a. | n.a. |
| Q3 2014 | 11 | $1.8bn | n.a. | n.a. |
| Q4 2014 | 12 | $1.7bn | n.a. | n.a. |
| Q1 2015 | 23 | $1.9bn | n.a. | n.a. |
| Q2 2015 | 12 | $1.6bn | n.a. | n.a. |
| Q3 2015 | 19 | $3.3bn | n.a. | n.a. |
| Q4 2015 | 15 | $3.4bn | n.a. | n.a. |
| Q1 2016 | 17 | $3.8bn | n.a. | n.a. |
| Q2 2016 | 20 | $3.8bn | n.a. | n.a. |
| Q3 2016 | 20 | $3.9bn | n.a. | n.a. |
| Q4 2016 | 20 | $4.3bn | n.a. | n.a. |
| Q1 2017 | 20 | $4.3bn | n.a. | n.a. |
| Q2 2017 | 19 | $4.3bn | n.a. | n.a. |
| Q3 2017 | 20 | $4.7bn | n.a. | n.a. |
| Q4 2017 | 22 | $5.5bn | n.a. | n.a. |
| Q1 2018 | 16 | $5.7bn | n.a. | n.a. |
| Q2 2018 | 17 | $7.0bn | n.a. | n.a. |
| Q3 2018 | 24 | $7.2bn | n.a. | n.a. |
| Q4 2018 | 20 | $5.9bn | n.a. | n.a. |
| Q1 2019 | 25 | $6.4bn | n.a. | n.a. |
| Q2 2019 | 21 | $6.4bn | n.a. | n.a. |
| Q3 2019 | 19 | $6.4bn | n.a. | n.a. |
| Q4 2019 | 18 | $6.7bn | n.a. | n.a. |
| Q1 2020 | 20 | $3.8bn | n.a. | n.a. |
| Q2 2020 | 22 | $5.3bn | n.a. | n.a. |
| Q3 2020 | 14 | $5.9bn | n.a. | n.a. |
| Q4 2020 | 20 | $6.7bn | n.a. | n.a. |
| Q1 2021 | 19 | $7.3bn | n.a. | n.a. |
| Q2 2021 | 24 | $7.0bn | n.a. | n.a. |
| Q3 2021 | 17 | $6.2bn | n.a. | n.a. |
| Q4 2021 | 12 | $5.9bn | n.a. | n.a. |
| Q1 2022 | 14 | $6.6bn | n.a. | n.a. |
| Q2 2022 | 13 | $6.7bn | n.a. | n.a. |
| Q3 2022 | 20 | $5.4bn | n.a. | n.a. |
| Q4 2022 | 20 | $5.0bn | n.a. | n.a. |
| Q1 2023 | 15 | $5.0bn | n.a. | n.a. |
| Q2 2023 | 18 | $4.4bn | n.a. | n.a. |
| Q3 2023 | 19 | $3.9bn | n.a. | n.a. |
| Q4 2023 | 18 | $4.8bn | 9 | 9 |
| Q1 2024 | 22 | $5.6bn | 13 | 8 |
| Q2 2024 | 15 | $4.2bn | 7 | 11 |
| Q3 2024 | 15 | $4.5bn | 6 | 10 |
| Q4 2024 | 15 | $4.7bn | 7 | 8 |
| Q1 2025 | 18 | $4.3bn | 12 | 6 |
| Q2 2025 | 15 | $4.4bn | 11 | 4 |
| Q3 2025 | 14 | $4.8bn | 8 | 7 |
| Q4 2025 | 18 | $4.1bn | 18 | 17 |
| Q1 2026 | 18 | $3.5bn | 24 | 15 |
| Q2 2026 | 24 | $4.6bn | 22 | 20 |
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 →