John Overdeck’s Tyson Foods TSN Stock Holding History

John Overdeck’s Portfolio TSN Stock Details TSN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-4,400	Closed	-$282K	–	5442
2026 Q1	$282K	Buy	+4,400	New	+$273K	﹤0.01%	4112
2022 Q1	–	Sell	-14,300	Closed	-$1.25M	–	4299
2021 Q4	$1.25M	Sell	14,300 -5,400	-27%	-$444K	﹤0.01%	2357
2021 Q3	$1.55M	Buy	19,700 +10,700	+119%	+$808K	﹤0.01%	2215
2021 Q2	$664K	Sell	9,000 -6,800	-43%	-$528K	﹤0.01%	2852
2021 Q1	$1.17M	Sell	15,800 -5,900	-27%	-$407K	﹤0.01%	2163
2020 Q4	$1.4M	Buy	21,700 +14,100	+186%	+$877K	﹤0.01%	1751
2020 Q3	$452K	Sell	7,600 -7,600	-50%	-$468K	﹤0.01%	2321
2020 Q2	$908K	Sell	15,200 -6,300	-29%	-$382K	﹤0.01%	1594
2020 Q1	$1.24M	Buy	21,500 +4,800	+29%	+$359K	0.01%	1258
2019 Q4	$1.52M	Sell	16,700 -3,000	-15%	-$258K	﹤0.01%	1823
2019 Q3	$1.7M	Buy	19,700 +15,700	+393%	+$1.34M	0.01%	1564
2019 Q2	$323K	Buy	+4,000	New	+$308K	﹤0.01%	2820
2019 Q1	–	Sell	-18,300	Closed	-$977K	–	3478
2018 Q4	$977K	Buy	18,300 +4,800	+36%	+$282K	﹤0.01%	1668
2018 Q3	$804K	Buy	13,500 +4,500	+50%	+$281K	﹤0.01%	2135
2018 Q2	$620K	Sell	9,000 -20,700	-70%	-$1.44M	﹤0.01%	2501
2018 Q1	$2.17M	Buy	29,700 +5,000	+20%	+$382K	0.01%	1469
2017 Q4	$2M	Buy	+24,700	New	+$1.89M	0.01%	1464
2017 Q3	–	Sell	-8,700	Closed	-$545K	–	3202
2017 Q2	$545K	Sell	8,700 -1,300	-13%	-$79.7K	﹤0.01%	2274
2017 Q1	$617K	Sell	10,000 -9,000	-47%	-$567K	﹤0.01%	2217
2016 Q4	$1.17M	Sell	19,000 -59,200	-76%	-$3.89M	﹤0.01%	1901
2016 Q3	$5.84M	Buy	78,200 +50,200	+179%	+$3.68M	0.02%	798
2016 Q2	$1.87M	Sell	28,000 -2,000	-7%	-$130K	0.01%	1304
2016 Q1	$2M	Buy	+30,000	New	+$1.8M	0.01%	1186

Other funds holding TSN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

John Overdeck's TSN Position: Q2 2026 in Review

John Overdeck increased its Tyson Foods (TSN) stake by 32% in Q2 2026, buying an estimated $41.2M and bringing the position to 2,713,810 shares worth $155M. The position accounts for 0.11% of the portfolio, ranked #202.

John Overdeck first reported a position in TSN in Q2 2013 and has held it in 36 quarters since. 869 funds tracked by Wall St. Rank hold TSN as of Q2 2026.

John Overdeck held 2,713,810 shares of Tyson Foods worth $155M as of Q2 2026.
John Overdeck bought 657,937 Tyson Foods shares in Q2 2026, an estimated $41.2M.
Tyson Foods made up 0.11% of John Overdeck's portfolio in Q2 2026, its #202 holding.
John Overdeck first reported a position in Tyson Foods in Q2 2013 and has held it in 36 quarters since.
869 funds tracked by Wall St. Rank held Tyson Foods as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.