L3VLUP
Quarter end
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 6 Feb 2026
Managers listing it
35
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 14 listed it in both
Shares listed
44,813,252
combined, among listed positions
Reported value
$2.6bn
combined, at the quarter end

Among the 92 comparable managers: 20 buyers (opened or added shares) and 17 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +2,957,443.

Managers listing TSN in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

35 of 35 holders

ActionFiling
AQR Capital Management LLC8,114,441$476m0.25%Added+1,387,64517 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP6,071,265$356m0.06%Trimmed-253,91917 Feb 2026 (the filing on sec.gov)
Invesco Ltd6,055,876$355munder 0.1%Added+83,86119 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc5,317,378$312munder 0.1%Added+215,65517 Feb 2026 (the filing on sec.gov)
Millennium Management LLC3,788,221$222m0.09%Added+2,575,90917 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC2,371,511$139munder 0.1%Added+143,39217 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP1,761,781$103m0.06%Trimmed-200,05213 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP1,623,741$95m0.13%Added+250,37117 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP1,546,400$91m0.18%Added+353,70017 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC1,524,925$89m0.11%Added+1,431,06917 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)1,394,152$82munder 0.1%Trimmed-2,361,65017 Feb 2026 (the filing on sec.gov)
Markel Group Inc884,500$52m0.41%Added+36,0006 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP807,484$47m0.05%Newnew17 Feb 2026 (the filing on sec.gov)
Artisan Partners LP792,480$46m0.07%Trimmed-147,00417 Feb 2026 (the filing on sec.gov)
Capital Research Global Investors577,683$34munder 0.1%Held011 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC373,291$22munder 0.1%Added+365,66913 Feb 2026 (the filing on sec.gov)
Man Group PLC301,232$18munder 0.1%Added+106,44917 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP291,704$17munder 0.1%Trimmed-10,13417 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP288,548$17munder 0.1%Added+42,16617 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC194,005$11munder 0.1%Trimmed-1,044,00112 Feb 2026 (the filing on sec.gov)
PDT Partners LLC136,902$8.0m0.52%Added+31,03217 Feb 2026 (the filing on sec.gov)
Verition Fund Management LLC131,389$7.7munder 0.1%Trimmed-31,97313 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP126,916$7.4munder 0.1%Newnew13 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.103,050$6.0munder 0.1%Added+35,76417 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC57,982$3.4munder 0.1%Added+3,97227 Oct 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 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.

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 →