Follow-The-Filings

Security · featured owners

TSN Tyson Foods Inc.

Consumer Staples CL A Equity as of 2026 Q2 among managers we track

  • 6 Owners
  • #238
  • Max 3.1%
  • Master 0.11%
  • $1.9B
  • 1 new 3 add 2 reduce 1 exit

TSN (Tyson Foods Inc.) is held in 6 featured 13F books as of 2026 Q2. Christopher Davis - Davis Selected Advisers is the largest tracked holder by portfolio weight (3.1%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 3.1% (Christopher Davis - Davis Selected Advisers) · not free-float ownership

  1. Christopher Davis reduce 3.1%
  2. Richard Pzena reduce 2.9%
  3. David Katz add 2.3%
  4. Don Yacktman add 1.8%
  5. Thomas Gayner add 0.40%
  6. Lee Ainslie new 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Richard Pzena - Pzena Investment Management 2026 Q2 2.9% Reduce −0.8% 17,016,651 $974M history
Christopher Davis - Davis Selected Advisers 2026 Q2 3.1% Reduce −3.3% 12,653,717 $724M history
Don Yacktman - Yacktman Asset Management 2026 Q2 1.8% Add +2.5% 2,578,970 $148M history
Thomas Gayner - Markel Group 2026 Q2 0.40% Add +2.7% 913,500 $52M history
David Katz - Matrix Asset Advisors 2026 Q2 2.3% Add +31.9% 495,030 $28M history
Lee Ainslie - Maverick Capital 2026 Q2 0.01% New 0.01% 28,280 $2M history
Tweedy, Browne Co. exited 2026 Q2 last 2026 Q1 0.13% Exit −0.13% 26,123 $2M history

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $53.31B $54.44B
Gross profit $2.63B $3.63B $3.56B
Gross margin * 6.8% 6.5%
Net income -$648M $800M $474M
Net margin * 1.5% 0.9%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $8.72B $9.75B $9.92B
Total non-current assets * $27.53B $27.35B $26.74B
Total assets $36.25B $37.1B $36.66B
Total current liabilities $6.5B $4.79B $6.39B
Total equity $18.13B $18.39B $18.08B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.75B $2.59B $2.16B
Cash from investing -$2.3B -$0.888B -$0.665B
Cash from financing $0.088B -$0.581B -$1.98B
Net change in cash -$0.458B $1.14B -$0.488B

ownership over time

filing count by report period · click a bar for that quarter’s holders