Which funds own TSN
Tyson Foods Inc in the Q2 2026 filings. At least 6 of the 91 current managers on file reported a position, worth $685m between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 5 managers opened or added against 1 cutting.
- Managers holding
- 6
- at least, of 91 current
- Combined value
- $685m
- as reported
- Opened
- 2
- new this quarter
- Added to
- 3
- already held
- Trimmed or sold out
- 1
- 0 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| AQR Capital Management LLC Quantitative · $287bn book | $469m | 0.2% | 8,197,389 | -$171m-1,796,079 | Trimmed |
| Man Group PLC Quantitative · $62.7bn book | $110m | 0.2% | 1,923,780 | +$80m+1,451,850 | Added |
| Markel Group Inc Activist · $13.1bn book | $52m | 0.4% | 913,500 | -$4.7m+24,000 | Added |
| PDT Partners LLC Quantitative · $1.9bn book | $27m | 1.4% | 472,518 | +$19m+345,216 | Added |
| Freestone Grove Partners LP Multi-strategy · $15.6bn book | $25m | 0.2% | 431,538 | opened431,538 | New |
| Maverick Capital Ltd Long/short equity · $11.3bn book | $1.6m | 0.0% | 28,280 | opened28,280 | New |
Ownership through time
At least 14 of the 95 managers whose filings are on file listed TSN in Q2 2026, against 11 in Q2 2013. The same number as in Q1 2026: 2 started positions; 2 listed it again; 4 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2013: 11
- Q3 2013: 14
- Q4 2013: 12
- Q1 2014: 8
- Q2 2014: 13
- Q3 2014: 14
- Q4 2014: 16
- Q1 2015: 15
- Q2 2015: 16
- Q3 2015: 14
- Q4 2015: 14
- Q1 2016: 20
- Q2 2016: 16
- Q3 2016: 17
- Q4 2016: 20
- Q1 2017: 20
- Q2 2017: 20
- Q3 2017: 22
- Q4 2017: 19
- Q1 2018: 21
- Q2 2018: 21
- Q3 2018: 19
- Q4 2018: 20
- Q1 2019: 18
- Q2 2019: 17
- Q3 2019: 22
- Q4 2019: 26
- Q1 2020: 17
- Q2 2020: 12
- Q3 2020: 19
- Q4 2020: 20
- Q1 2021: 16
- Q2 2021: 13
- Q3 2021: 15
- Q4 2021: 12
- Q1 2022: 20
- Q2 2022: 15
- Q3 2022: 18
- Q4 2022: 22
- Q1 2023: 25
- Q2 2023: 18
- Q3 2023: 14
- Q4 2023: 19
- Q1 2024: 18
- Q2 2024: 16
- Q3 2024: 16
- Q4 2024: 15
- Q1 2025: 18
- Q2 2025: 14
- Q3 2025: 16
- Q4 2025: 15
- Q1 2026: 14
- Q2 2026: 14
- Q2 2013: $565m
- Q3 2013: $901m
- Q4 2013: $1.1bn
- Q1 2014: $1.1bn
- Q2 2014: $864m
- Q3 2014: $1.2bn
- Q4 2014: $971m
- Q1 2015: $694m
- Q2 2015: $407m
- Q3 2015: $1.4bn
- Q4 2015: $2.4bn
- Q1 2016: $3.2bn
- Q2 2016: $2.9bn
- Q3 2016: $3.2bn
- Q4 2016: $3.0bn
- Q1 2017: $3.3bn
- Q2 2017: $3.8bn
- Q3 2017: $4.8bn
- Q4 2017: $5.5bn
- Q1 2018: $5.2bn
- Q2 2018: $4.9bn
- Q3 2018: $3.8bn
- Q4 2018: $3.3bn
- Q1 2019: $4.0bn
- Q2 2019: $4.6bn
- Q3 2019: $4.8bn
- Q4 2019: $4.7bn
- Q1 2020: $2.8bn
- Q2 2020: $2.4bn
- Q3 2020: $2.5bn
- Q4 2020: $2.3bn
- Q1 2021: $2.4bn
- Q2 2021: $2.1bn
- Q3 2021: $2.3bn
- Q4 2021: $2.2bn
- Q1 2022: $2.5bn
- Q2 2022: $2.2bn
- Q3 2022: $1.8bn
- Q4 2022: $1.8bn
- Q1 2023: $2.4bn
- Q2 2023: $2.0bn
- Q3 2023: $2.2bn
- Q4 2023: $2.9bn
- Q1 2024: $3.3bn
- Q2 2024: $2.8bn
- Q3 2024: $2.8bn
- Q4 2024: $1.7bn
- Q1 2025: $2.0bn
- Q2 2025: $1.8bn
- Q3 2025: $1.7bn
- Q4 2025: $2.3bn
- Q1 2026: $2.4bn
- Q2 2026: $1.5bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Man Group PLC471,930 to 1,923,780 shares+$83m
- MFS Investment Management3,554,478 to 4,401,915 shares+$49m
- Two Sigma Investments LP2,055,873 to 2,713,810 shares+$38m
- Freestone Grove Partners LPnew: 431,538 shares+$25m
- PDT Partners LLC127,302 to 472,518 shares+$20m
Largest decreases, by shares
- AQR Capital Management LLC9,993,468 to 8,197,389 shares-$103m
- Wellington Management Group LLP5,671,548 to 4,305,108 shares-$78m
- Artisan Partners LP738,707 to 474,616 shares-$15m
- Balyasny Asset Management LLC1,312,719 to 1,157,370 shares-$8.9m
Left it
No manager on file is shown leaving it.
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| AQR Capital Management LLC | Q2 2013 | $640m | $469m | |
| MFS Investment Management | Q2 2013 | $440m | $253m | |
| Wellington Management Group LLP | Q2 2020 | $804m | $246m | |
| Two Sigma Investments LP | Q2 2013 | $155m | $155m | |
| Man Group PLC | Q1 2018 | $175m | $110m | |
| Balyasny Asset Management LLC | Q2 2013 | $94m | $66m | |
| Markel Group Inc | Q4 2016 | $57m | $52m | |
| Squarepoint Ops LLC | Q4 2014 | $57m | $37m | |
| Artisan Partners LP | Q2 2020 | $98m | $27m | |
| PDT Partners LLC | Q2 2013 | $32m | $27m | |
| Freestone Grove Partners LP | Q1 2025 | $25m | $25m | |
| Voloridge Investment Management LLC | Q4 2013 | $51m | $15m | |
| Quantbot Technologies LP | Q3 2013 | $8.4m | $2.6m | |
| Maverick Capital Ltd | Q2 2016 | $5.7m | $1.6m | |
| T. Rowe Price Associates Inc | Q3 2015 | $3.4bn | last listed Q1 2026 | |
| Fidelity (FMR LLC) | Q2 2019 | $602m | last listed Q3 2024 | |
| AllianceBernstein LP | Q2 2013 | $517m | last listed Q1 2020 | |
| Invesco Ltd | Q2 2013 | $475m | last listed Q1 2026 | |
| Acadian Asset Management LLC | Q3 2013 | $404m | last listed Q2 2025 | |
| Point72 Asset Management LP | Q2 2014 | $292m | last listed Q4 2025 | |
| Capital Research Global Investors | Q3 2023 | $259m | last listed Q4 2025 | |
| Citadel Advisors LLC | Q4 2015 | $251m | last listed Q4 2019 | |
| Millennium Management LLC | Q2 2013 | $222m | last listed Q1 2026 | |
| Arrowstreet Capital LP | Q1 2017 | $215m | last listed Q4 2025 |
What TSN is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around TSN →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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