DAVIS SELECTED ADVISERS: TYSON FOODS INC (TSN): Quarterly 13F Position History
As of Q1 2026, DAVIS SELECTED ADVISERS reported 13,090,689 shares of TYSON FOODS INC (TSN), worth $838.7M and representing 3.9% of its 13F equity book. Quarter-over-quarter share count change: + 263,149 (+2.1%) . The position first appeared in Q2 2024 and has been disclosed across 8 13F-HR filings in Pactolio's tracked window.
- 13,090,689Shares Held (Latest Filing)
- $838.7MReported Market Value (Latest Filing)
- 3.9%Portfolio Weight (% of 13F Equity Book)
- +263,149Quarter-over-Quarter Share Change
- +$86.8MQuarter-over-Quarter Value Change
- 13,090,689Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 13,090,689 | +263,149 | +2.1% | $838.7M | 3.9% | $64.1 |
| Q4 2025 | 12,827,540 | +2,865,413 | +28.8% | $752.0M | 3.4% | $58.6 |
| Q3 2025 | 9,962,127 | +1,005,661 | +11.2% | $540.9M | 2.8% | $54.3 |
| Q2 2025 | 8,956,466 | +4,276,884 | +91.4% | $501.0M | 2.7% | $55.9 |
| Q1 2025 | 4,679,582 | +1,598,896 | +51.9% | $298.6M | 1.7% | $63.8 |
| Q4 2024 | 3,080,686 | 30,891 | -1.0% | $177.0M | 1.0% | $57.4 |
| Q3 2024 | 3,111,577 | +6,247 | +0.2% | $185.3M | 1.0% | $59.6 |
| Q2 2024 | 3,105,330 | — | — | $177.4M | 1.0% | $57.1 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did DAVIS SELECTED ADVISERS first disclose a TSN position in 13F-HR filings?
DAVIS SELECTED ADVISERS first reported TYSON FOODS INC (TSN) on its 13F-HR filing for the period ending 2024-06-30 (Q2 2024). The position has appeared on 8 reported quarters within Pactolio's tracked window.
What was DAVIS SELECTED ADVISERS's most recent quarter-over-quarter share-count change in TSN?
Between Q4 2025 and Q1 2026, DAVIS SELECTED ADVISERS added 263,149 shares of TSN (+2.1%), bringing the total reported position to 13,090,689 shares at a market value of $838.7M.
Does the implied price-per-share represent DAVIS SELECTED ADVISERS's cost basis in TSN?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.