Kempner Capital Management’s Tyson Foods TSN Stock Holding History

Kempner Capital Management’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
2025 Q4	$2.64M	Sell	44,273 -4,260	-9%	-$234K	2.49%	18
2025 Q3	$2.63M	Sell	48,533 -41,604	-46%	-$2.3M	2.19%	20
2025 Q2	$5.04M	Hold	90,137	–	–	2.7%	18
2025 Q1	$5.75M	Hold	90,137	–	–	3.24%	9
2024 Q4	$5.18M	Hold	90,137	–	–	2.84%	15
2024 Q3	$5.37M	Hold	90,137	–	–	2.75%	17
2024 Q2	$5.15M	Hold	90,137	–	–	2.73%	16
2024 Q1	$5.29M	Sell	90,137 -6	-0%	-$329	2.87%	15
2023 Q4	$4.84M	Sell	90,143 -26	-0%	-$1.26K	2.71%	18
2023 Q3	$4.55M	Hold	90,169	–	–	2.74%	13
2023 Q2	$4.6M	Hold	90,169	–	–	2.95%	11
2023 Q1	$5.35M	Buy	+90,169	New	+$5.54M	3.13%	8

Other funds holding TSN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kempner Capital Management's TSN Position: Q4 2025 in Review

Kempner Capital Management reduced its Tyson Foods (TSN) stake by 8.8% in Q4 2025, selling an estimated $234K and leaving 44,273 shares worth $2.64M. The position accounts for 2.49% of the portfolio, ranked #18.

Kempner Capital Management first reported a position in TSN in Q1 2023 and has held it in 12 quarters since. The position peaked at $5.75M in Q1 2025. 853 funds tracked by Wall St. Rank hold TSN as of Q4 2025.

Kempner Capital Management held 44,273 shares of Tyson Foods worth $2.64M as of Q4 2025.
Kempner Capital Management sold 4,260 Tyson Foods shares in Q4 2025, an estimated $234K.
Tyson Foods made up 2.49% of Kempner Capital Management's portfolio in Q4 2025, its #18 holding.
Kempner Capital Management first reported a position in Tyson Foods in Q1 2023 and has held it in 12 quarters since.
Kempner Capital Management's Tyson Foods position peaked at $5.75M in Q1 2025.
853 funds tracked by Wall St. Rank held Tyson Foods as of Q4 2025.

Based on Kempner Capital Management's 13F filing for Q4 2025, filed 12 Jan 2026.