Diamond Hill Capital released its Q4 2025 investor letter, reporting a 1.41% return for the quarter, lagging behind the Russell 1000 Value Index’s 3.8% increase. The firm remains cautious towards AI-driven market optimism and believes in stable, high-quality businesses. Sysco Corporation (NYSE:SYY) was noted as a leading detractor in the fund’s performance, despite delivering a 13.48% return in the past month. Sysco’s stock closed at $82.86 on February 2, 2026, with a market capitalization of $39.684 billion. Piper Sandler maintains a neutral view on Sysco (SYY) due to demand pressures, with 54 hedge funds holding Sysco shares at the end of the third quarter.

Read more at Yahoo Finance: Sysco Corporation (SYY) Declined on Investor Worry About the Restaurant Macro Environment, Consumer Weakness