Position in SYY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,732,221
-$437,621 QoQ
Shares Held
80,362
-4.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SYY Over Time
Shares Held
Position Value (USD)
Position in Food Distribution
Consumer Defensive · as of Mar 31, 2026CWM, LLC holds $11,158,672 across 9 Food Distribution names. SYY ranks #1 (51.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYY |
Sysco Corp
This page
|
80,362 | $5,732,221 | |
| 2 | USFD |
US Foods Holding Corp.
|
50,591 | $4,664,996 | |
| 3 | PFGC |
Performance Food Group Co
|
2,941 | $251,926 | |
| 4 | ANDE |
Andersons, Inc.
|
2,966 | $212,899 | |
| 5 | UNFI |
United Natural Foods Inc
|
3,159 | $142,344 | |
| 6 | CHEF |
Chefs' Warehouse, Inc.
|
1,984 | $117,948 | |
| 7 | AVO |
Mission Produce, Inc.
|
2,338 | $32,170 | |
| 8 | HFFG |
HF Foods Group Inc.
|
2,253 | $4,168 |
All Filings in SYY
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,732,221 | 80,362 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,169,842 | 83,727 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,069,407 | 49,422 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,742,389 | 49,411 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,646,043 | 48,588 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $3,520,830 | 46,048 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,462,039 | 44,351 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,217,190 | 45,065 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,564,207 | 43,905 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $3,170,697 | 43,357 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,073,573 | 31,394 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $597,755 | 8,056 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $522,460 | 6,765 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $487,445 | 6,376 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $484,858 | 6,857 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $759,509 | 8,966 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $503,780 | 6,170 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $298,490 | 3,800 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $200,284 | 2,576 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $202,834 | 2,576 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $191,293 | 2,576 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $160,278 | 2,576 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $140,804 | 2,576 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $117,542 | 2,576 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||