TYSON FOODS INC (TSN) — Hedge Fund Ownership Q4 2025
TSN
- TYSON FOODS INC (TSN) is held by 8 of 81 tracked hedge funds, with Davis Selected Advisers (3%) and Pzena Investment Management (3%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in TSN holdings came from Davis Selected Advisers (+29%) and Pzena Investment Management (+11%), highlighting conviction.
- The biggest decreases in TSN holdings came from Yacktman Asset Management (-2%) and Maverick Capital (-50%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to TYSON FOODS INC (TSN) by +16% vs the prior quarter and +70% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Davis Selected Advisers Christopher Davis
|
3.38% | 12.8M | +28.76% | +316.39% | $752.0M | $58.62 | — |
| 2 |
Pzena Investment Management Richard Pzena
|
2.69% | 15.3M | +10.71% | +27.67% | $897.5M | $58.62 | — |
| 3 |
Yacktman Asset Management Donald Yacktman
|
2.04% | 2.5M | -2.32% | -6.69% | $145.9M | $58.62 | — |
| 4 |
Matrix Asset Advisors David Katz
|
1.96% | 372K | +2.51% | +121.47% | $21.8M | $58.62 | — |
| 5 |
Markel Group Tom Gayner
|
0.41% | 884K | +4.24% | +10.77% | $51.8M | $58.62 | — |
| 6 |
Third Avenue Management
|
0.08% | 17K | +16.75% | — | $971,040 | $58.62 | — |
| 7 |
Tweedy, Browne Tweedy, Browne Co LLC
|
0.08% | 17K | +16.75% | — | $971,040 | $58.62 | — |
| 8 |
Maverick Capital Lee Ainslie
|
0.02% | 35K | -49.73% | — | $2.1M | $58.62 | — |
| 8 | Total | — | 32.0M | +15.56% | +70.44% | $1.87B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.