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Applied Finance Capital Management, LLC → TSN

Applied Finance Capital Management, LLC TSN Position History

Tyson Foods, Inc. • Consumer Defensive

Quarters held
5
Latest value
$9.7M
Q3 2026
Peak value
$14.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$14M
Q4 2025$14.4M
Q1 2026$14.7M
Q2 2026$11.1M
Q3 2026$9.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.7M192.8K——
Q2 2026$11.1M193.1K——
Q1 2026$14.7M229.5K——
Q4 2025$14.4M246.1K——
Q3 2025$14M258.3K——

Other funds holding TSN

Other Applied Finance Capital Management, LLC positions

NVDA

NVIDIA CORPORATION

$73.9M
MSFT

MICROSOFT CORPORATION

$73.2M
AAPL

APPLE INC.

$67.8M
AAPL

APPLE INC.

$67.1M
AAPL

APPLE INC.

$65.3M
AAPL

APPLE INC.

$64.4M
MSFT

MICROSOFT CORPORATION

$60.6M
AMAT

APPLIED MATERIALS, INC.

$60.6M
Applied Finance Capital Management, LLC TSN Holdings: 13F Position History | Track13F