L3VLUP
Quarter end
31 Mar 2025
the date the book describes
Filed
21 May 2025
latest of these filings; the earliest 2 May 2025
Managers listing it
18
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 13 listed it in both
Shares listed
31,996,485
combined, among listed positions
Reported value
$2.0bn
combined, at the quarter end

Among the 95 comparable managers: 9 buyers (opened or added shares) and 8 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing TSN in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

18 of 18 holders

ActionFiling
Wellington Management Group LLP7,346,365$469m0.09%Trimmed-3,049,36713 May 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc7,025,024$448m0.06%Trimmed-2,949,52114 May 2025 (the filing on sec.gov)
Invesco Ltd4,313,319$275m0.05%Trimmedn.a.12 May 2025 (the filing on sec.gov)
Capital Research Global Investors3,720,917$237m0.05%Added+2,376,11312 May 2025 (the filing on sec.gov)
AQR Capital Management LLC2,842,627$181m0.19%Addedn.a.15 May 2025 (the filing on sec.gov)
Two Sigma Advisers LP1,362,600$87m0.20%Trimmed-7,90015 May 2025 (the filing on sec.gov)
Renaissance Technologies LLC1,132,500$72m0.11%Added+138,78614 May 2025 (the filing on sec.gov)
Artisan Partners LP1,012,736$65m0.10%Added+8,67614 May 2025 (the filing on sec.gov)
Arrowstreet Capital LP853,564$54munder 0.1%Trimmed-358,15814 May 2025 (the filing on sec.gov)
Markel Group Inc798,500$51m0.45%Held02 May 2025 (the filing on sec.gov)
Two Sigma Investments LP728,766$47m0.10%Trimmed-180,78415 May 2025 (the filing on sec.gov)
Acadian Asset Management LLC517,146$33m0.09%Addedn.a.21 May 2025 (the filing on sec.gov)
Verition Fund Management LLC157,065$10munder 0.1%Trimmedn.a.15 May 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP77,218$4.9munder 0.1%Added+53,21415 May 2025 (the filing on sec.gov)
PDT Partners LLC54,936$3.5m0.25%Added+13,65715 May 2025 (the filing on sec.gov)
Bridgewater Associates LP36,206$2.3munder 0.1%Trimmed-86,63914 May 2025 (the filing on sec.gov)
Caxton Associates LLP9,012$575kunder 0.1%Added+2,20316 May 2025 (the filing on sec.gov)
Freestone Grove Partners LP7,984$509kunder 0.1%Newnew15 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
16 in Q3 2024 to 14 in Q2 2026

Tracked managers listing it, at least.

01020302014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
TSN by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201311$565mn.a.n.a.
Q3 201314$901mn.a.n.a.
Q4 201312$1.1bnn.a.n.a.
Q1 20149$1.1bnn.a.n.a.
Q2 201413$864mn.a.n.a.
Q3 201415$1.5bnn.a.n.a.
Q4 201417$1.2bnn.a.n.a.
Q1 201516$809mn.a.n.a.
Q2 201517$547mn.a.n.a.
Q3 201515$1.5bnn.a.n.a.
Q4 201514$2.4bnn.a.n.a.
Q1 201620$3.2bnn.a.n.a.
Q2 201616$2.9bnn.a.n.a.
Q3 201617$3.2bnn.a.n.a.
Q4 201620$3.0bnn.a.n.a.
Q1 201720$3.3bnn.a.n.a.
Q2 201720$3.8bnn.a.n.a.
Q3 201722$4.8bnn.a.n.a.
Q4 201719$5.5bnn.a.n.a.
Q1 201821$5.2bnn.a.n.a.
Q2 201821$4.9bnn.a.n.a.
Q3 201819$3.8bnn.a.n.a.
Q4 201820$3.3bnn.a.n.a.
Q1 201918$4.0bnn.a.n.a.
Q2 201917$4.6bnn.a.n.a.
Q3 201922$4.8bnn.a.n.a.
Q4 201926$4.7bnn.a.n.a.
Q1 202017$2.8bnn.a.n.a.
Q2 202012$2.4bnn.a.n.a.
Q3 202019$2.5bnn.a.n.a.
Q4 202020$2.3bnn.a.n.a.
Q1 202116$2.4bnn.a.n.a.
Q2 202113$2.1bnn.a.n.a.
Q3 202115$2.3bnn.a.n.a.
Q4 202112$2.2bnn.a.n.a.
Q1 202220$2.5bnn.a.n.a.
Q2 202215$2.2bnn.a.n.a.
Q3 202218$1.8bnn.a.n.a.
Q4 202222$1.8bnn.a.n.a.
Q1 202325$2.4bnn.a.n.a.
Q2 202318$2.0bnn.a.n.a.
Q3 202314$2.2bnn.a.n.a.
Q4 202319$2.9bn164
Q1 202418$3.3bn127
Q2 202416$2.8bn610
Q3 202416$2.8bn88
Q4 202415$1.7bn87
Q1 202518$2.0bn98
Q2 202514$1.8bn86
Q3 202516$1.7bn123
Q4 202515$2.3bn2017
Q1 202614$2.4bn1820
Q2 202614$1.5bn2315

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

TSN and PM →TSN and KO →TSN and COST →Choose a stock to compare with TSN →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own TSN, latest filings →Back to the 13F Explorer →