L3VLUP
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
36
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 14 listed it in both
Shares listed
62,488,494
combined, among listed positions
Reported value
$4.6bn
combined, at the quarter end

Among the 92 comparable managers: 18 buyers (opened or added shares) and 17 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -4,042,788.

Managers listing SYY in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

36 of 36 holders

ActionFiling
Capital Research Global Investors18,247,457$1.3bn0.25%Trimmed-113,25011 Feb 2026 (the filing on sec.gov)
Invesco Ltd16,150,862$1.2bn0.11%Trimmed-206,29619 Feb 2026 (the filing on sec.gov)
Harris Associates LP7,913,611$583m0.74%Trimmed-393,79817 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP4,472,063$330m0.06%Trimmed-239,31317 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)3,226,165$238munder 0.1%Trimmed-1,200,67917 Feb 2026 (the filing on sec.gov)
MFS Investment Management2,040,100$150munder 0.1%Trimmed-89,64922 Jan 2026 (the filing on sec.gov)
Millennium Management LLC1,696,369$125m0.05%Trimmed-1,545,77817 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP1,213,975$89m0.08%Trimmed-1,145,49613 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC1,193,651$88munder 0.1%Added+772,09917 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC917,267$68munder 0.1%Added+795,90617 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP862,093$64munder 0.1%Trimmed-141,32713 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc704,518$52munder 0.1%Added+3,11017 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP588,573$43munder 0.1%Added+45,98717 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC557,307$41m0.05%Added+165,94517 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP554,156$41munder 0.1%Added+286,95917 Feb 2026 (the filing on sec.gov)
Artisan Partners LP456,462$34m0.05%Trimmed-84,76017 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC423,369$31munder 0.1%Added+415,66912 Feb 2026 (the filing on sec.gov)
Man Group PLC325,044$24munder 0.1%Added+308,04117 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.268,450$20munder 0.1%Trimmed-172,70817 Feb 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP98,377$7.2m0.08%Added+64,04017 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP96,612$7.1munder 0.1%Trimmed-57,49017 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC83,999$6.2munder 0.1%Added+38,30417 Feb 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP79,889$5.9munder 0.1%Trimmed-203,61713 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC77,658$5.7munder 0.1%Added+5,09927 Oct 2026 (the filing on sec.gov)
Jane Street Group LLC37,205$2.7munder 0.1%Trimmed-177,28912 Feb 2026 (the filing on sec.gov)
Page 1 of 2

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 2025 to Q4 2025, 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.

Exited (0)

No exit shown by a manager’s own filing.

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 →