7 hedge funds and family offices disclose a TSN position in their latest SEC 13F filing — combined $1.08B in market value. Of those, 4 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Christopher Davis | Davis Selected Advisers, LP | 13,090,689 | $838.7M | 3.85% | 2026-03-31 |
| 2 | Donald Yacktman | Yacktman Asset Management LP | 2,514,870 | $161.1M | 2.15% | 2026-03-31 |
| 3 | Tom Gayner | Markel Group Inc. | 913,500 | $52.3M | 0.40% | 2026-06-30 |
| 4 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 372,014 | $21.8M | 1.96% | 2025-12-31 |
| 5 | Lee Ainslie | Maverick Capital Ltd | 35,080 | $2.1M | 0.02% | 2025-12-31 |
| 6 | Tweedy Browne | Tweedy Browne Company LLC | 26,123 | $1.7M | 0.13% | 2026-03-31 |
| 7 | Ray Dalio | Bridgewater Associates LP | 15,708 | $1.0M | 0.00% | 2026-03-31 |
As of the latest 13F window, 7 tracked superinvestors hold TSN. The largest disclosed position is Christopher Davis at $838.7M (3.9% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying TSN, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
7 hedge funds and family offices disclose a TSN position in their latest SEC 13F filing — combined $1.08B in market value. Of those, 4 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Christopher Davis | Davis Selected Advisers, LP | 13,090,689 | $838.7M | 3.85% | 2026-03-31 |
| 2 | Donald Yacktman | Yacktman Asset Management LP | 2,514,870 | $161.1M | 2.15% | 2026-03-31 |
| 3 | Tom Gayner | Markel Group Inc. | 913,500 | $52.3M | 0.40% | 2026-06-30 |
| 4 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 372,014 | $21.8M | 1.96% | 2025-12-31 |
| 5 | Lee Ainslie | Maverick Capital Ltd | 35,080 | $2.1M | 0.02% | 2025-12-31 |
| 6 | Tweedy Browne | Tweedy Browne Company LLC | 26,123 | $1.7M | 0.13% | 2026-03-31 |
| 7 | Ray Dalio | Bridgewater Associates LP | 15,708 | $1.0M | 0.00% | 2026-03-31 |
As of the latest 13F window, 7 tracked superinvestors hold TSN. The largest disclosed position is Christopher Davis at $838.7M (3.9% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying TSN, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
