3
TSN
Tyson Foods Inc · Consumer Staples
Consensus score 3/100 · #116 this quarter · tier-weighted across tracked managers
Holders
4
tracked managers
New this Q
0
opened a position
Avg weight
1.7%
of their portfolios
Combined value
$1.06B
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Davis Advisors Concentrated | 3.9% | $839M | ADD |
| Yacktman Asset Management Quality value | 2.1% | $161M | ADD |
| Markel Group Concentrated | 0.5% | $57M | ADD |
| Tweedy Browne Graham/global value | 0.1% | $2M | ADD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.