# Sysco (SYY): value investors who own it | moatshark

5 value investors held Sysco in their Q3 2026 13F, led by Harris Associates (Oakmark), Yacktman Asset Management, Troy Asset Management, Mairs & Power…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Harris Associates (Oakmark) | 1.8% | $1.4bn | Added +48% | 7 |
| Yacktman Asset Management | 1.3% | $108m | Added +4.8% | 53 |
| Troy Asset Management | 0.9% | $31.5m | Trimmed -7.3% | 6 |
| Mairs & Power | 0.0% | $4.1m | Trimmed -51% | 52 |
| Markel Group | 0.0% | $2.5m | Unchanged | 6 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-14 | Phillips Ronald L | EVP and CHRO | Sold | 57 | $5k |
| 2026-09-11 | Phillips Ronald L | EVP and CHRO | Sold | 960 | $80k |
| 2026-08-24 | Phillips Ronald L | EVP and CHRO | Sold | 506 | $43k |
| 2026-08-21 | Phillips Ronald L | EVP and CHRO | Sold | 7350 | $615k |
| 2026-08-11 | Phillips Ronald L | EVP and CHRO | Sold | 367 | $31k |
| 2026-08-10 | Phillips Ronald L | EVP and CHRO | Sold | 6285 | $528k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Oakmark Global Select Fund | Harris Associates (Oakmark) | 5.8% | $47.9m | 2026-06-30 |
| Oakmark Global Fund | Harris Associates (Oakmark) | 2.2% | $24.0m | 2026-06-30 |
| AMG Yacktman Fund | Yacktman Asset Management | 1.0% | $75.2m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/syy). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.
