Nelson Peltz - Trian Fund Management,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    8
Portfolio value:    $3,859,778,188
Holdings Activity Buys Sells    History
Holding/activity history for  Sysco Corp. (SYY)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2024   Q2 0 0.00 Sell 100.00% 1.30 SEC
2024   Q1 1,223,500 1.30 $81.18 $99,323,730 SEC
2023   Q4 1,223,500 1.35 $73.13 $89,474,555 SEC
2023   Q3 1,223,500 1.31 Buy 1.31 $66.05 $80,812,175 SEC
2023   Q1 0 0.00 Sell 100.00% 0.01 SEC
2022   Q4 4,540 0.01 Reduce 99.94% 13.35 $76.45 $347,083 SEC
2022   Q3 7,177,540 13.36 Reduce 18.37% 3.01 $70.71 $507,524,000 SEC
2022   Q2 8,793,157 16.37 Reduce 23.56% 3.71 $84.71 $744,868,000 SEC
2022   Q1 11,503,829 15.73 Reduce 10.50% 1.42 $81.65 $939,288,000 SEC
2021   Q4 12,853,962 13.54 Reduce 3.95% 0.59 $78.55 $1,009,679,000 SEC
2021   Q3 13,382,626 14.87 Reduce 25.14% 4.52 $78.50 $1,050,536,000 SEC
2021   Q2 17,875,724 17.98 Reduce 13.24% 2.70 $77.75 $1,389,838,000 SEC
2021   Q1 20,603,608 20.41 $78.74 $1,622,328,000 SEC
2020   Q4 20,603,608 24.58 Reduce 15.49% 4.14 $74.26 $1,530,024,000 SEC
2020   Q3 24,379,843 26.76 $62.22 $1,516,914,000 SEC
2020   Q2 24,379,843 27.62 Add 2.97% 0.80 $54.66 $1,332,602,000 SEC
2020   Q1 23,676,143 15.57 $45.63 $1,080,342,000 SEC
2019   Q4 23,676,143 21.35 Add 0.02% <0.01 $85.54 $2,025,257,000 SEC
2019   Q3 23,671,603 19.62 $79.40 $1,879,525,000 SEC
2019   Q2 23,671,603 17.67 Add 2.11% 0.37 $70.72 $1,674,056,000 SEC
2019   Q1 23,182,037 16.56 Reduce 18.10% 3.47 $66.76 $1,547,633,000 SEC
2018   Q4 28,303,910 19.20 Reduce 24.84% 6.63 $62.66 $1,773,523,000 SEC
2018   Q3 37,656,693 26.68 Reduce 11.53% 3.34 $73.25 $2,758,353,000 SEC
2018   Q2 42,562,249 28.97 Reduce 5.08% 1.38 $68.29 $2,906,576,000 SEC
2018   Q1 44,840,642 27.12 Add 0.77% 0.21 $59.96 $2,688,645,000 SEC
2017   Q4 44,499,052 22.86 Add 0.01% <0.01 $60.73 $2,702,427,000 SEC
2017   Q3 44,492,524 19.81 Add 1.18% 0.23 $53.95 $2,400,372,000 SEC
2017   Q2 43,974,585 16.68 Add 0.00% <0.01 $50.33 $2,213,241,000 SEC
2017   Q1 43,973,835 17.12 Add 0.00% <0.01 $51.92 $2,283,122,000 SEC
2016   Q4 43,973,115 21.95 Add 0.02% <0.01 $55.37 $2,434,791,000 SEC
2016   Q3 43,966,457 23.13 Add 0.00% <0.01 $49.01 $2,154,796,000 SEC
2016   Q2 43,965,695 23.09 Add 1.60% 0.36 $50.74 $2,230,819,000 SEC
2016   Q1 43,271,951 21.05 Add 1.37% 0.29 $46.73 $2,022,098,000 SEC
2015   Q4 42,685,607 15.02 Add 3.07% 0.45 $41.00 $1,750,110,000 SEC
2015   Q3 41,412,900 14.60 Add 305.28% 11.00 $38.97 $1,613,861,000 SEC
2015   Q2 10,218,418 4.31 Buy 4.31 $36.10 $368,885,000 SEC