SYY β€” SYSCO CORP

Ownership history in Prevatt Capital Ltd  Β·  9 quarters on record

This page tracks every 13F SEC filing in which Prevatt Capital Ltd 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
7.84% (2025 Q3)
πŸ“Š Avg. % of fund
6.74%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
9

Position Intelligence

Prevatt Capital Ltd Γ— SYY AI Analytics

πŸ“‰ Prevatt Capital Ltd underperformed the S&P 500 by –18.7% annually on this SYY position. Average cost basis: $68.02. Maximum drawdown during holding period: –11.5%.

πŸ“ˆ Position Alpha vs SPY
-18.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 18.7% ann.
7 quarters analyzed

πŸ’° Entry Quality
$68.02
+7.5% vs current ($73.15)

Best entry: $68.02 (2024 Q2)  Β·  Worst: $68.02 (2024 Q2)

πŸ›‘οΈ Drawdown Resilience
–11.5%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

2 adds Β· 0 trims. Bought during 1 of 4 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Prevatt Capital Ltd has been actively increasing its SYY allocation β€” a bullish signal from insiders.
Currently 5.97% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    SYY price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 280,000 β€” 0% 5.97% $20.6M $73.15
2025 Q3 UNCHANGED 280,000 β€” 0% 7.84% $23.1M $81.21
2025 Q2 UNCHANGED 280,000 β€” 0% 7.28% $21.2M $74.18
2025 Q1 UNCHANGED 280,000 β€” 0% 6.91% $21.0M $73.00
2024 Q4 UNCHANGED 280,000 β€” 0% 6.16% $21.4M $73.88
2024 Q3 UNCHANGED 280,000 β€” 0% 7.19% $21.9M $74.92
2024 Q2 ADDED 280,000 +40,000 +16.7% 6.23% $20.0M $68.02
2024 Q1 UNCHANGED 240,000 β€” 0% 6.57% $19.5M $76.86
2023 Q4 INITIATED 240,000 β€” β€” 6.48% $17.6M β€”
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