Exited position

Nelson Peltz’s Sysco Corp (SYY) position

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

Trian Fund ManagementVerified through Q2 2026
Relationship snapshot

At a glance

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

First reportedQ2 2015Earliest verified positive filing snapshot
Latest statusExited positionBased on the latest supported relationship state
Peak shares44.84MHighest verified quarter-end share count
Quarters reported33Verified quarters with shares above zero
What happened?

Trian Fund Management first reported Sysco Corp in Q2 2015. The reported position was increased and reduced across later filings. The latest verified relationship event shows that Trian Fund Management sold the entire position in Q2 2024, 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 2024
Sold the entire position−1.22M shares · No shares reported at quarter-end
Q3 2022
Sold 18.4% of the position−1.62M shares · 7.18M shares remained
Filing context

Quarter-end price $70.71 · Estimated holding basis $40.09

Q2 2022
Sold 23.6% of the position−2.71M shares · 8.79M shares remained
Filing context

Quarter-end price $84.71 · Estimated holding basis $40.09

Q1 2022
Sold 10.5% of the position−1.35M shares · 11.50M shares remained
Filing context

Quarter-end price $81.65 · Estimated holding basis $40.09

Q4 2021
Sold 4.0% of the position−528.66K shares · 12.85M shares remained
Filing context

Quarter-end price $78.55 · Estimated holding basis $40.09

Q3 2021
Sold 25.1% of the position−4.49M shares · 13.38M shares remained
Filing context

Quarter-end price $78.50 · Estimated holding basis $40.09

6 unchanged quarters are collapsed by default.

Portfolio importance

How important was Sysco Corp in Trian Fund Management’s reported portfolio?

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

Last reported portfolio weight1.2%Q1 2024
Last reported rank#9of 9 reported positions
Peak portfolio weight28.2%Q2 2018
Best historical rank#1Q3 2016
At peak importanceQ2 2018
SYY
28.2%
Largest holding
28.7%
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 2026-08-12
Open SEC filing ↗

This tracker follows Trian Fund Management, L.P.’s Form 13F disclosures—not Nelson Peltz’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.