Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
Holdings Activity Buys Sells    History
Holding/activity history for  Sysco Corp. (SYY)
← All SYY superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2014   Q1 0 0.00 Sell 100.00% 0.01 $34.07–36.75 · VW $35.75i SEC
2013   Q4 15,190 0.01 Add 17.12% <0.01 $32.11–43.40 · VW $36.86i $548,000 SEC
2013   Q3 12,970 0.01 Reduce 18.49% <0.01 $31.13–35.50 · VW $32.99i $413,000 SEC
2013   Q2 15,912 0.01 Add 33.83% <0.01 $33.07–36.05 · VW $34.54i $544,000 SEC
2013   Q1 11,890 <0.01 Reduce 2.70% <0.01 $30.63–35.62 · VW $33.70i $418,000 SEC
2012   Q4 12,220 <0.01 Reduce 1.37% <0.01 $29.75–32.40 · VW $31.31i $386,000 SEC
2012   Q3 12,390 <0.01 Reduce 8.15% <0.01 $28.44–31.90 · VW $30.47i $387,000 SEC
2012   Q2 13,490 <0.01 Add 0.90% <0.01 $27.05–29.88 · VW $28.77i $402,000 SEC
2012   Q1 13,370 <0.01 Reduce 22.76% <0.01 $28.42–31.18 · VW $29.50i $399,000 SEC
2011   Q4 17,310 <0.01 Add 6.65% <0.01 $26.87–30.64 · VW $29.21i $507,000 SEC
2011   Q3 16,230 <0.01 Reduce 99.47% 1.64 $25.09–30.77 · VW $27.86i $420,000 SEC
2011   Q2 3,036,996 1.65 Reduce 0.65% 0.01 $28.39–32.76 · VW $30.58i $94,693,000 SEC
2011   Q1 3,056,874 1.55 Add 1.26% 0.02 $27.31–29.92 · VW $28.71i $84,675,000 SEC
2010   Q4 3,018,874 1.85 Add 2.53% 0.05 $28.50–30.54 · VW $29.39i $88,755,000 SEC
2010   Q3 2,944,498 1.04 Reduce 8.63% 0.11 $27.13–31.55 · VW $29.38i $83,977,000 SEC
2010   Q2 3,222,578 1.30 Reduce 3.65% 0.05 $28.13–31.99 · VW $30.36i $92,069,000 SEC
2010   Q1 3,344,723 1.37 Reduce 0.66% 0.02 $26.99–31.94 · VW $30.16i $98,669,000 SEC
2009   Q4 3,366,988 2.98 Reduce 0.34% <0.01 $25.93–29.48 · VW $27.80i $94,074,000 SEC
2009   Q3 3,378,503 1.51 Add 2.63% 0.04 $23.64–27.85 · VW $25.98i $83,956,000 SEC
2009   Q2 3,291,768 1.56 Add 1.00% 0.02 $21.38–24.84 · VW $23.33i $73,999,000 SEC
2009   Q1 3,259,273 1.74 Add 1.52% 0.03 $19.39–24.75 · VW $22.49i $74,311,000 SEC
2008   Q4 3,210,403 1.55 Reduce 1.25% 0.02 $20.74–26.16 · VW $23.06i $73,647,000 SEC
2008   Q3 3,251,038 1.68 Add 19.21% 0.27 $22.50–35.00 · VW $27.90i $100,230,000 SEC
2008   Q2 2,727,048 1.45 Reduce 4.38% 0.07 $26.81–31.85 · VW $29.01i $75,021,000 SEC
2008   Q1 2,851,858 1.50 Reduce 1.35% 0.02 $27.37–31.10 · VW $29.68i $82,761,000 SEC
2007   Q4 2,890,820 1.47 Add 0.19% <0.01 $26.45–35.23 · VW $30.23i $90,222,000 SEC
2007   Q3 2,885,479 1.68 Add 3.16% 0.05 $29.90–35.90 · VW $33.36i $102,694,000 SEC
2007   Q2 2,796,979 1.61 Reduce 11.97% 0.24 $30.05–34.18 · VW $32.04i $92,272,000 SEC
2007   Q1 3,177,159 1.98 Reduce 1.13% 0.05 $31.34–35.23 · VW $33.10i $107,483,000 SEC
2006   Q4 3,213,609 4.38 Add 3.74% 0.16 $33.80–37.04 · VW $35.13i $118,132,000 SEC
2006   Q3 3,097,859 4.25 Reduce 0.38% 0.02 $26.79–35.00 · VW $32.26i $103,623,000 SEC
2006   Q2 3,109,684 4.11 Reduce 4.76% 0.20 $26.50–31.24 · VW $28.45i $95,032,000 SEC
2006   Q1 3,264,959 4.23 Reduce 11.22% 0.47 $29.12–32.56 · VW $30.52i $104,642,000 SEC
2005   Q4 3,677,600 4.22 Add 2.38% 0.10 $29.98–33.21 · VW $31.29i $114,189,000 SEC
2005   Q3 3,592,075 3.91 Add 0.47% 0.02 $30.96–36.31 · VW $33.06i $112,683,000 SEC
2005   Q2 3,575,200 4.38 Add 3.75% 0.16 $34.69–38.04 · VW $36.26i $129,386,000 SEC
2005   Q1 3,445,825 4.22 Buy 4.22 $32.57–36.52 · VW $34.56i $123,361,000 SEC
Price snapshot:
Current price$83.46
52-week low$67.23
52-week high$90.56