# Tyson Foods (TSN): value investors who own it | moatshark

4 value investors held Tyson Foods in their Q3 2026 13F, led by Davis Selected Advisers, Matrix Asset Advisors, Yacktman Asset Management, Markel Group.

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Davis Selected Advisers | 3.1% | $724m | Trimmed -3.3% | 9 |
| Matrix Asset Advisors | 2.4% | $29.4m | Added +18% | 11 |
| Yacktman Asset Management | 1.8% | $148m | Added +2.5% | 23 |
| Markel Group | 0.4% | $52.3m | Added +2.7% | 39 |
| Tweedy, Browne | 0.0% | $0k | Sold out | 4 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-09-04 | Schomburger Jeffrey K | President & CEO Elect | Bought | 19450 | $1.0m |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Davis Global Fund | Davis Selected Advisers | 2.9% | $27.3m | 2026-07-31 |
| AMG Yacktman Fund | Yacktman Asset Management | 1.1% | $80.2m | 2026-06-30 |
| AMG Yacktman Focused Fund | Yacktman Asset Management | 1.1% | $33.8m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/tsn). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.