Thomas Gayner - Markel Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    129
Portfolio value:    $11,938,885,174
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
2026   Q1 30,500 0.02 $71.33 $2,175,565 SEC
2025   Q4 30,500 0.02 $73.69 $2,247,545 SEC
2025   Q3 30,500 0.02 Add 27.08% <0.01 $73.82–83.47 · VW $77.19i $2,511,370 SEC
2025   Q2 24,000 0.02 Add 166.67% 0.01 $69.74–81.44 · VW $76.93i $1,817,760 SEC
2025   Q1 9,000 0.01 Buy 0.01 $67.12–78.82 · VW $72.45i $675,360 SEC
2014   Q1 0 0.00 Sell 100.00% 0.01 $34.07–36.75 · VW $35.75i SEC
2013   Q4 10,300 0.01 Reduce 21.29% <0.01 $32.11–43.40 · VW $36.86i $372,000 SEC
2013   Q3 13,086 0.01 Reduce 44.03% 0.01 $31.13–35.50 · VW $32.99i $417,000 SEC
2013   Q2 23,382 0.03 Reduce 92.56% 0.40 $33.07–36.05 · VW $34.54i $799,000 SEC
2013   Q1 314,278 0.43 Reduce 45.00% 0.36 $30.63–35.62 · VW $33.70i $11,053,000 SEC
2012   Q4 571,408 0.80 Reduce 24.64% 0.27 $29.75–32.40 · VW $31.31i $18,091,000 SEC
2012   Q3 758,204 1.11 Reduce 3.89% 0.05 $28.44–31.90 · VW $30.47i $23,709,000 SEC
2012   Q2 788,899 1.18 Add 0.18% <0.01 $27.05–29.88 · VW $28.77i $23,517,000 SEC
2012   Q1 787,495 1.17 Reduce 1.04% 0.01 $28.42–31.18 · VW $29.50i $23,515,000 SEC
2011   Q4 795,791 1.35 Reduce 0.45% <0.01 $26.87–30.64 · VW $29.21i $23,341,000 SEC
2011   Q3 799,387 1.34 Reduce 0.53% <0.01 $25.09–30.77 · VW $27.86i $20,704,000 SEC
2011   Q2 803,683 1.41 Add 0.09% <0.01 $28.39–32.76 · VW $30.58i $25,059,000 SEC
2011   Q1 802,979 1.30 Reduce 0.10% <0.01 $27.31–29.92 · VW $28.71i $22,242,000 SEC
2010   Q4 803,775 1.40 Reduce 0.16% <0.01 $28.50–30.54 · VW $29.39i $23,631,000 SEC
2010   Q3 805,072 1.49 Reduce 0.05% <0.01 $27.13–31.55 · VW $29.38i $22,960,000 SEC
2010   Q2 805,468 1.66 Add 0.00% $28.13–31.99 · VW $30.36i $23,012,000 SEC
2010   Q1 805,465 1.60 Reduce 0.03% <0.01 $26.99–31.94 · VW $30.16i $23,761,000 SEC
2009   Q4 805,711 1.64 Add 0.00% $25.93–29.48 · VW $27.80i $22,512,000 SEC
2009   Q3 805,707 1.57 Add 0.00% $23.64–27.85 · VW $25.98i $20,022,000 SEC
2009   Q2 805,703 1.79 Add 3.73% 0.06 $21.38–24.84 · VW $23.33i $18,112,000 SEC
2009   Q1 776,698 1.92 Add 0.00% $19.39–24.75 · VW $22.49i $17,709,000 SEC
2008   Q4 776,694 1.65 Reduce 0.33% <0.01 $20.74–26.16 · VW $23.06i $17,817,000 SEC
2008   Q3 779,290 1.62 Add 0.14% <0.01 $22.50–35.00 · VW $27.90i $24,026,000 SEC
2008   Q2 778,220 1.47 Reduce 0.32% <0.01 $26.81–31.85 · VW $29.01i $21,408,000 SEC
2008   Q1 780,717 1.30 Reduce 1.67% 0.02 $27.37–31.10 · VW $29.68i $22,657,000 SEC
2007   Q4 793,961 1.33 $31.21 $24,780,000 SEC
Price snapshot:
Current price$83.46
Avg. buy price$76.94
+/- since buy8.47%
52-week low$67.23
52-week high$90.56