← Top Holdings

TSNTYSON FOODS INC

CUSIP: 902494103

🔥 Bought by 4 superinvestors this quarter

7

Guru Owners

$2.18B

Total Value Held

34.1M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Richard Pzena	Pzena Investment Management	17155713	$1.10B	3.57%	$64.07	Q1 2026
Christopher Davis	Davis Selected Advisers	13090689	$838.7M	3.85%	$64.07	Q1 2026
Donald Yacktman	Yacktman Asset Management	2514870	$161.1M	2.15%	$64.07	Q1 2026
Tom Gayner	Markel Group	889500	$57.0M	0.48%	$64.07	Q1 2026
David Katz	Matrix Asset Advisors	375168	$24.0M	2.20%	$64.07	Q1 2026
Tweedy Browne	Tweedy Browne Company	26123	$1.7M	0.13%	$64.07	Q1 2026
Ray Dalio	Bridgewater Associates	15708	$1.0M	0.00%	$64.07	Q1 2026

$1.10B

3.57%

Christopher Davis

$838.7M

3.85%

Donald Yacktman

$161.1M

2.15%

$57.0M

0.48%

$24.0M

2.20%

$1.7M

0.13%

$1.0M

0.00%

📊 Fundamentals

Market Cap$20.7B

P/E Ratio46.3x

Above market avg

Forward P/E13.0x

P/FCF20.1x

EPS (TTM)$1.27

Revenue (TTM)$55.7B

Profit Margin0.81%

Div Yield3.47%

Beta0.39

52-Week Range

$50.56

$69.48

Current: $58.82

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 46.3x trailing earnings → 13.0x forward · 0.8% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '267 owners · $2.18B

INCREASEDRichard Pzena$1.10B

INCREASEDChristopher Davis$838.7M

INCREASEDDonald Yacktman$161.1M

INCREASEDTom Gayner$57.0M

INCREASEDDavid Katz$24.0M

INCREASEDTweedy Browne$1.7M

REDUCEDRay Dalio$1.0M

SOLDLee Ainslie

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

💰 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. 0.8%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

1.8%current: 1.8%

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 7 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