Exited position

David Tepper’s Sysco Corp (SYY) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Appaloosa LPVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2020Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares1.88MHighest verified quarter-end share count
Quarters reported12Verified quarters with shares above zero
What happened?

Appaloosa LP first reported Sysco Corp in Q2 2020. The reported position was reduced across later filings. The latest verified relationship event shows that Appaloosa LP sold the entire position in Q2 2023, and the stock is no longer reported in the latest verified portfolio.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2023
Sold the entire position−150.00K shares · No shares reported at quarter-end
Q4 2022
Sold 25.0% of the position−50.00K shares · 150.00K shares remained
Filing context

Quarter-end price $76.45 · Estimated holding basis $54.66

Q3 2022
Sold 52.9% of the position−225.00K shares · 200.00K shares remained
Filing context

Quarter-end price $70.71 · Estimated holding basis $54.66

Q2 2022
Sold 43.3% of the position−325.00K shares · 425.00K shares remained
Filing context

Quarter-end price $84.71 · Estimated holding basis $54.66

Q1 2022
Sold 10.7% of the position−90.00K shares · 750.00K shares remained
Filing context

Quarter-end price $81.65 · Estimated holding basis $54.66

Q3 2021
Sold 4.5% of the position−40.00K shares · 840.00K shares remained
Filing context

Quarter-end price $78.50 · Estimated holding basis $54.66

2 unchanged quarters are collapsed by default.

Portfolio importance

How important was Sysco Corp in Appaloosa LP’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.6%Q1 2023
Last reported rank#24of 28 reported positions
Peak portfolio weight2.5%Q1 2022
Best historical rank#13Q1 2022
At peak importanceQ1 2022
SYY
2.5%
Largest holding
13.3%
Cross-investor discovery

Who else owns Sysco Corp?

Also reported by 3 other tracked investors in their latest verified filings.

Daniel LoebThird Point LLC
SYY1.0% of reported portfolio
Joel GreenblattGotham Asset Management
SYY0.1% of reported portfolio
Ray DalioBridgewater Associates, LP
SYY0.1% of reported portfolio
Explore Sysco Corp across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$83.212026-09-11

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Appaloosa LP’s Form 13F disclosures—not David Tepper’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.