Applied Finance Capital Management’s Tyson Foods TSN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.7M	Sell	229,489 -16,659	-7%	-$1.03M	1.1%	41
2025 Q4	$14.4M	Sell	246,148 -12,142	-5%	-$667K	1.03%	42
2025 Q3	$14M	Sell	258,290 -6,623	-3%	-$366K	1%	41
2025 Q2	$14.8M	Sell	264,913 -5,063	-2%	-$291K	1.01%	42
2025 Q1	$17.2M	Sell	269,976 -241,769	-47%	-$14.2M	1.27%	32
2024 Q4	$29.4M	Buy	511,745 +12,205	+2%	+$737K	1.28%	34
2024 Q3	$29.8M	Sell	499,540 -2,070	-0.4%	-$126K	1.27%	39
2024 Q2	$28.7M	Buy	501,610 +115,018	+30%	+$6.72M	1.33%	39
2024 Q1	$22.7M	Buy	386,592 +40,358	+12%	+$2.21M	1.6%	38
2023 Q4	$18.6M	Buy	346,234 +34,431	+11%	+$1.67M	1.62%	35
2023 Q3	$15.7M	Buy	311,803 +54,880	+21%	+$2.92M	1.71%	34
2023 Q2	$13.1M	Buy	256,923 +50,355	+24%	+$2.74M	1.49%	39
2023 Q1	$12.3M	Buy	206,568 +11,859	+6%	+$728K	1.52%	38
2022 Q4	$12.1M	Buy	+194,709	New	+$12.7M	1.58%	42