← Holdings
SYY

SYSCO CORP

2 managers · $1.4B total
Data: SEC EDGAR 13F · 2026Q2
Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · +1 QoQ
Total position
$1.4B
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
Harris (Oakmark)Add+47.99%$1.4B1.81%Deep value / Contrarian long-term
Third PointⓘNew$48M1.03%Aggressive value / Event-driven
What managers sayⓘ
2026-06-30Third PointNeutralThird Point Q2 2026 Investor LetterDetail →
2026-03-31Oakmark FundsBullOakmark Fund: First Quarter 2026Detail →
2021-01-12Colossus (Invest Like the Best / Business Breakdowns)NeutralZack Fuss – Breaking Down the Food Ecosystem – [Invest Like the Best, EP.208]Detail →
Earnings Callsⓘ

No earnings call data yet

FinancialsⓘFY2025 · Source: SEC EDGAR 10-K

5y revenue CAGR 12% · latest net margin 2.2% · FCF consistently positive

Revenue$81.4B
Rev. YoY+3.2%
Gross margin18.4%
Net margin2.2%
Net income$1.83B
Free cash flow$1.60B
Operating cash flow$2.51B
ROE99.9%

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.