Follow-The-Filings

Security

TSN

Tyson Foods Inc. · CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

18 owners 3 exits max 3.9% (Christopher Davis - Davis...)

owners 18
max % 3.9%
tracked value $34.1B
qoq A 10 R 6 E 3

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Christopher Davis - Davis Selected Advisers 2026 Q1 3.9% Add +0.47 pp 13,090,689 $839M hist
Richard Pzena - Pzena Investment Management LLC 2026 Q1 3.6% Add +0.88 pp 17,155,713 $1.1B hist
David Katz - Matrix Asset Advisors INC/NY 2026 Q2 stale 2.3% Add +0.10 pp 495,030 $28.3B hist
Don Yacktman - Yacktman Asset Management LP 2026 Q1 2.2% Add +0.11 pp 2,514,870 $161M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.3% Add +0.04 pp 9,993,468 $640M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add 0.00 pp 691,858 $44M hist
Two Sigma Investments, LP 2025 Q4 stale 0.1% Exit -0.13 pp 1,623,741 $95M hist
Tweedy, Browne Co. LLC 2026 Q1 0.1% Add +0.05 pp 26,123 $2M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Reduce 0.00 pp 1,312,719 $84M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Reduce -0.03 pp 2,295,710 $147M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +0.03 pp 984,488 $63M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 36,530,135 $2.1B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.03 pp 5,259,241 $308M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Reduce -0.03 pp 262,433 $17M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.01 pp 957,072 $61M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce 0.00 pp 105,952 $7M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce 0.00 pp 15,708 $1M hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 390 $25 hist
Lee Ainslie - Maverick Capital Ltd exited 2026 Q1 last 2025 Q4 0.0% Exit -0.02 pp 35,080 $2M hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 126,916 $7M hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 6,800 $399 hist

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 non-current liabilities
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 -$888M -$665M
Cash from financing $88M -$581M -$1.98B
Net change in cash -$458M $1.14B -$488M

ownership over time

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