SYY — SYSCO CORP

Ownership history in WILLNER & HELLER, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which WILLNER & HELLER, 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.

Peak position
0.44% (2022 Q2)
Avg. % of fund
0.27%
First filed
2022 Q1
Last filed
2025 Q3
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 2,606 -346 -11.7% 0.16% $215K $81.21
2025 Q2 ADDED 2,952 +21 +0.7% 0.19% $224K $74.18
2025 Q1 ADDED 2,931 +172 +6.2% 0.20% $220K $73.00
2024 Q4 ADDED 2,759 +14 +0.5% 0.18% $211K $73.88
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SYY price (monthly, adj. close)

Other funds also holding SYY

As of 2025 Q4 — sorted by position size

GEM Asset Management, LLC 3Y 13.48% Kerrisdale Advisers, LLC 3Y 7Y 7.33% Prevatt Capital Ltd 5.97% Sunriver Management LLC 3Y 7Y 5.04% Longview Partners (Guernsey) LTD 3Y 7Y 3.78% SHAYNE & JACOBS, LLC 3Y 7Y 3.67% Interval Partners, LP 3Y 7Y 2.84% PROFESSIONAL ADVISORY SERVICES INC 3Y 7Y 2.69% DELTA ASSET MANAGEMENT LLC/TN 3Y 7Y 2.49% LIBERTY ONE INVESTMENT MANAGEMENT, LLC 3Y 2.48%
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