- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 11 Feb 2025
- Managers listing it
- 15
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 13 listed it in both
- Shares listed
- 61,494,891
- combined, among listed positions
- Reported value
- $4.7bn
- combined, at the quarter end
Among the 94 comparable managers: 7 buyers (opened or added shares) and 8 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 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
- Harris Associates LPnew position · 4,347,279 shares now+4,347,279
- Capital Research Global Investorsexisting position · 8,991,476 shares now+1,928,002
- Invesco Ltdexisting position · 16,907,541 shares now+851,441
- Fidelity (FMR LLC)existing position · 7,590,141 shares now+60,059
- Brevan Howard Capital Management LPnew position · 36,094 shares now+36,094
Reductions
- Capital World Investorsexisting position · 12,333,401 shares now-1,166,241
- Voloridge Investment Management LLCexisting position · 239,428 shares now-475,842
- Renaissance Technologies LLCexisting position · 475,200 shares now-442,600
- Bridgewater Associates LPexisting position · 90,840 shares now-218,584
- Janus Henderson Group Ltdexisting position · 4,144,045 shares now-121,678
New positions and exits
New (2)
Exited (0)
No exit shown by a manager’s own filing.
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 →