← Top Holdings

TSNTYSON FOODS INC

CUSIP: 902494103

🔥 Bought by 3 superinvestors this quarter

8

Guru Owners

$1.87B

Total Value Held

32.0M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Richard Pzena	Pzena Investment Management	15310513	$897.5M	2.69%	$58.62	Q4 2025
Christopher Davis	Davis Selected Advisers	12827540	$752.0M	3.38%	$58.62	Q4 2025
Donald Yacktman	Yacktman Asset Management	2489380	$145.9M	2.04%	$58.62	Q4 2025
Tom Gayner	Markel Group	884500	$51.8M	0.41%	$58.62	Q4 2025
David Katz	Matrix Asset Advisors	372014	$21.8M	1.97%	$58.62	Q4 2025
Lee Ainslie	Maverick Capital	35080	$2.1M	0.02%	$58.62	Q4 2025
Ray Dalio	Bridgewater Associates	17118	$1.0M	0.00%	$58.62	Q4 2025
Tweedy Browne	Tweedy Browne Company	16565	$971K	0.08%	$58.62	Q4 2025

$897.5M

2.69%

Christopher Davis

$752.0M

3.38%

Donald Yacktman

$145.9M

2.04%

$51.8M

0.41%

$21.8M

1.97%

$2.1M

0.02%

$1.0M

0.00%

$971K

0.08%

📊 Fundamentals

Market Cap$22.5B

P/E Ratio114.3x

Above market avg

Forward P/E14.5x

P/FCF19.5x

EPS (TTM)$0.56

Revenue (TTM)$55.1B

Profit Margin0.36%

Div Yield3.20%

Beta0.43

52-Week Range

$50.56

$66.41

Current: $63.98

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 114.3x trailing earnings → 14.5x forward · 0.4% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '258 owners · $1.87B

INCREASEDRichard Pzena$897.5M

REDUCEDChristopher Davis$752.0M

REDUCEDDonald Yacktman$145.9M

INCREASEDTom Gayner$51.8M

INCREASEDDavid Katz$21.8M

REDUCEDLee Ainslie$2.1M

REDUCEDRay Dalio$1.0M

INCREASEDTweedy Browne$971K

Q3 '258 owners · $1.50B

INCREASEDRichard Pzena$750.9M

INCREASEDChristopher Davis$540.9M

REDUCEDDonald Yacktman$138.4M

INCREASEDTom Gayner$46.1M

INCREASEDDavid Katz$19.7M

NEWLee Ainslie$3.8M

INCREASEDRay Dalio$1.8M

REDUCEDTweedy Browne$770K

Q2 '257 owners · $1.47B

INCREASEDRichard Pzena$766.9M

INCREASEDChristopher Davis$501.0M

REDUCEDDonald Yacktman$146.1M

INCREASEDTom Gayner$45.6M

INCREASEDDavid Katz$11.2M

REDUCEDRay Dalio$890K

NEWTweedy Browne$386K

Q1 '256 owners · $1.38B

NEWRichard Pzena$846.4M

INCREASEDChristopher Davis$298.6M

REDUCEDDonald Yacktman$167.7M

INCREASEDDavid Katz$12.6M

INCREASEDRay Dalio$2.3M

Q4 '245 owners · $392.8M

REDUCEDChristopher Davis$177.0M

REDUCEDDonald Yacktman$153.2M

INCREASEDTom Gayner$45.9M

INCREASEDDavid Katz$9.6M

REDUCEDRay Dalio$7.1M

Q3 '245 owners · $421.8M

INCREASEDChristopher Davis$185.3M

REDUCEDDonald Yacktman$168.6M

INCREASEDTom Gayner$47.0M

REDUCEDRay Dalio$10.8M

INCREASEDDavid Katz$10.0M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

1%analyst est. 1.1%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

2.1%current: 2.1%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

TSN: Held by 8 superinvestors · 7 congress member trades

SELLMichael McCaulR

$15,001 - $50,0002025-10-27

SELLMichael McCaulR

$50,001 - $100,0002025-08-22

SELLMichael McCaulR

$100,001 - $250,0002025-06-27

$1,001 - $15,0002025-01-17

SELLMichael McCaulR

$100,001 - $250,0002024-11-20

SELLMichael McCaulR

$15,001 - $50,0002024-11-20

$1,001 - $15,0002024-10-29

TSN Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker