2
SYY
Sysco Corporation · Other
Consensus score 2/100 · #176 this quarter · tier-weighted across tracked managers
Holders
3
tracked managers
New this Q
1
opened a position
Avg weight
0.8%
of their portfolios
Combined value
$159M
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Yacktman Asset Management Quality value | 1.3% | $108M | ADD |
| Third Point Activist | 1.0% | $48M | NEW |
| Markel Group Concentrated | 0.0% | $3M | HOLD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.