Tom Gayner’s Tyson Foods TSN Stock Holding History

Tom Gayner’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	$52.3M	Buy	913,500 +24,000	+3%	+$1.5M	0.4%	56
2026 Q1	$57M	Buy	889,500 +5,000	+0.6%	+$310K	0.48%	52
2025 Q4	$51.8M	Buy	884,500 +36,000	+4%	+$1.98M	0.41%	55
2025 Q3	$46.1M	Buy	848,500 +32,500	+4%	+$1.79M	0.37%	58
2025 Q2	$45.6M	Buy	816,000 +17,500	+2%	+$1.01M	0.39%	60
2025 Q1	$51M	Hold	798,500	–	–	0.45%	57
2024 Q4	$45.9M	Buy	798,500 +9,000	+1%	+$544K	0.4%	57
2024 Q3	$47M	Buy	789,500 +4,000	+0.5%	+$244K	0.42%	56
2024 Q2	$44.9M	Buy	785,500 +8,000	+1%	+$468K	0.44%	54
2024 Q1	$45.7M	Buy	777,500 +80,000	+11%	+$4.38M	0.45%	55
2023 Q4	$37.5M	Buy	697,500 +120,000	+21%	+$5.83M	0.41%	58
2023 Q3	$29.2M	Buy	577,500 +127,500	+28%	+$6.79M	0.35%	65
2023 Q2	$23M	Buy	450,000 +37,000	+9%	+$2.01M	0.27%	71
2023 Q1	$24.5M	Buy	413,000 +26,000	+7%	+$1.6M	0.31%	69
2022 Q4	$24.1M	Buy	387,000 +2,500	+0.7%	+$163K	0.32%	67
2022 Q3	$25.4M	Hold	384,500	–	–	0.37%	64
2022 Q2	$33.1M	Hold	384,500	–	–	0.47%	58
2022 Q1	$34.5M	Buy	384,500 +8,000	+2%	+$729K	0.41%	59
2021 Q4	$32.8M	Hold	376,500	–	–	0.38%	66
2021 Q3	$29.7M	Hold	376,500	–	–	0.38%	64
2021 Q2	$27.8M	Hold	376,500	–	–	0.35%	66
2021 Q1	$28M	Buy	376,500 +2,500	+0.7%	+$173K	0.39%	61
2020 Q4	$24.1M	Buy	374,000 +5,000	+1%	+$311K	0.36%	65
2020 Q3	$21.9M	Hold	369,000	–	–	0.37%	63
2020 Q2	$22M	Hold	369,000	–	–	0.41%	59
2020 Q1	$21.4M	Buy	369,000 +13,500	+4%	+$1.01M	0.4%	66
2019 Q4	$32.4M	Buy	355,500 +19,000	+6%	+$1.63M	0.45%	63
2019 Q3	$29M	Buy	336,500 +25,500	+8%	+$2.17M	0.44%	64
2019 Q2	$25.1M	Buy	311,000 +25,000	+9%	+$1.93M	0.39%	70
2019 Q1	$19.9M	Buy	286,000 +60,000	+27%	+$3.71M	0.33%	75
2018 Q4	$12.1M	Hold	226,000	–	–	0.23%	84
2018 Q3	$13.5M	Buy	226,000 +5,000	+2%	+$313K	0.23%	85
2018 Q2	$15.2M	Hold	221,000	–	–	0.28%	78
2018 Q1	$16.2M	Buy	221,000 +43,000	+24%	+$3.28M	0.31%	75
2017 Q4	$14.4M	Hold	178,000	–	–	0.27%	77
2017 Q3	$12.5M	Buy	178,000 +36,000	+25%	+$2.3M	0.25%	78
2017 Q2	$8.89M	Buy	142,000 +71,000	+100%	+$4.35M	0.19%	86
2017 Q1	$4.38M	Buy	71,000 +60,000	+545%	+$3.78M	0.1%	100
2016 Q4	$678K	Buy	+11,000	New	+$723K	0.02%	125

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

Tom Gayner's TSN Position: Q2 2026 in Review

Tom Gayner increased its Tyson Foods (TSN) stake by 2.7% in Q2 2026, buying an estimated $1.5M and bringing the position to 913,500 shares worth $52.3M. The position accounts for 0.4% of the portfolio, ranked #56.

Tom Gayner first reported a position in TSN in Q4 2016 and has held it in 39 quarters since. The position peaked at $57M in Q1 2026. 869 funds tracked by Wall St. Rank hold TSN as of Q2 2026.

Tom Gayner held 913,500 shares of Tyson Foods worth $52.3M as of Q2 2026.
Tom Gayner bought 24,000 Tyson Foods shares in Q2 2026, an estimated $1.5M.
Tyson Foods made up 0.4% of Tom Gayner's portfolio in Q2 2026, its #56 holding.
Tom Gayner first reported a position in Tyson Foods in Q4 2016 and has held it in 39 quarters since.
Tom Gayner's Tyson Foods position peaked at $57M in Q1 2026.
869 funds tracked by Wall St. Rank held Tyson Foods as of Q2 2026.

Based on Markel Group's 13F filing for Q2 2026, filed 31 Jul 2026.