Ownership history in Kerrisdale Advisers, LLC · 14 quarters on record
This page tracks every 13F SEC filing in which Kerrisdale Advisers, LLC reported a position in SYSCO CORP (SYY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 211,229 | +109,806 | +108.3% | 7.33% | $15.6M | $73.15 |
| 2025 Q3 | ADDED | 101,423 | +44,985 | +79.7% | 4.33% | $8.4M | $81.21 |
| 2025 Q2 | REDUCED | 56,438 | -55,845 | -49.7% | 2.23% | $4.3M | $74.18 |
| 2025 Q1 | REDUCED | 112,283 | -122,738 | -52.2% | 3.53% | $8.4M | $73.00 |
As of 2025 Q4 — sorted by position size