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Parnassus Investments

Parnassus Endeavor Fund

Parnassus Endeavor Fund Sysco Corp stake

total: 118

Parnassus Endeavor Fund SYY trades

Total transactions:
8
New positions:
1
Added:
5
Reduced:
2
Held since:
2021 Q4
Held for:
19 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Parnassus Endeavor Fund holds 1,606,294 Sysco Corp (SYY) shares with a market value of roughly $134.25M accounting for 2.54% of the overall portfolio. To date, the estimated cost basis is nearly $78.81 for "buy" trades and estimated average "sell" price is $75.48. Parnassus Endeavor Fund first purchased SYY in 2021 Q4, initially acquiring about 1.85M shares. Since the initial investment in Sysco Corp (SYY), Parnassus Endeavor Fund has made 7 more transactions.

How many SYY shares does Parnassus Endeavor Fund currently hold?

According to 2026 Q2 report, Parnassus Endeavor Fund holds 1,606,294 shares of Sysco Corp (SYY), valued at around $134.25M.

When did Parnassus Endeavor Fund buy Sysco Corp (SYY)?

Parnassus Endeavor Fund first invested in Sysco Corp (SYY) in 2021 Q4 at the reported quarter-end price of $78.55 per share.

What's the cost basis of Parnassus Endeavor Fund's SYY stake?

The estimated cost basis for Sysco Corp (SYY) stake is around $78.81 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$78.81
Weighted AVG sell price:
$75.48

Parnassus Endeavor Fund's historical trades in Sysco Corp

8 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
2.54%
1,606,294
$83.58
$134,254,053
+1.91% (+30,072)
+0.05%
2026 Q1
2.43%
1,576,222
$71.33
$112,431,915
-1.91% (-30,611)
-0.05%
2025 Q4
2.48%
1,606,833
$73.69
$118,407,524
+0.91% (+14,504)
+0.02%
2025 Q3
2.79%
1,592,329
$82.34
$131,112,370
+1.99% (+31,039)
+0.05%
2025 Q2
2.61%
1,561,290
$75.74
$118,252,105
-23.49% (-479,388)
-0.81%
2024 Q3
3.15%
2,040,678
$78.06
$159,295,325
+3.27% (+64,702)
+0.1%
2022 Q1
2.99%
1,975,976
$81.65
$161,338,440
+6.58% (+121,906)
+0.18%
2021 Q4
2.69%
1,854,070
$78.55
$145,637,198
new
+2.69%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.