SYY Sysco Corp. COM

Ownership history in LEE DANNER & BASS INC  ·  105 quarters on record

AI Ownership Summary

LEE DANNER & BASS INC reported Sysco Corp. COM (SYY) in 105 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.12% in 2024 Q4. The latest visible filing shows SYY at 0.96% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SYY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LEE DANNER & BASS INC's position in Sysco Corp. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SYY was reported at 0.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.12% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How LEE DANNER & BASS INC held SYY — position size vs. price
% of Fund (quarterly)    SYY price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 180,980 -3,405 -1.8% 0.96% $13.3M 2026-02-14 (Est.) $89.88
2025 Q3 REDUCED 184,385 -1,542 -0.8% 1.10% $15.2M 2025-10-29 $73.19
2025 Q2 ADDED 185,927 +1,605 +0.9% 1.10% $14.1M 2025-07-31 $77.92
2025 Q1 REDUCED 184,322 -335 -0.2% 1.12% $13.8M 2025-04-29 $68.28
2024 Q4 ADDED 184,657 +384 +0.2% 1.12% $14.1M 2025-02-11 $68.10
2024 Q3 ADDED 184,273 +5,615 +3.1% 1.01% $14.4M 2024-10-30 $71.20
2024 Q2 ADDED 178,658 +66,789 +59.7% 0.98% $12.8M 2024-07-30 $72.81
2023 Q4 REDUCED 111,869 -6,336 -5.4% 0.70% $8.2M 2024-02-01 $77.39
97 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LEE DANNER & BASS INC and SYY

These are the practical questions this page is built to answer before you even open the full history table.

How long has LEE DANNER & BASS INC reported owning SYY?

LEE DANNER & BASS INC reported SYY across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SYY position in LEE DANNER & BASS INC's portfolio?

The largest reported portfolio weight for SYY was 1.12% in 2024 Q4.

What is the latest reported SYY position on this page?

The most recent filing on this page is 2025 Q4, when LEE DANNER & BASS INC reported 180,980 shares, equal to 0.96% of portfolio, with an estimated market value of $13.3M.

What does the chart on this SYY ownership page compare?

The chart compares LEE DANNER & BASS INC's quarterly SYY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to LEE DANNER & BASS INC Holdings