Jeremy Grantham's TSN Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 61,101 shares of Tyson Foods, Inc. (TSN) worth $3.32 M, representing 0.01% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in TSN, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2020, adding 167,646 shares. Largest reduction occurred in Q3 2024, reducing 243,833 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Tyson Foods (TSN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Tyson Foods (TSN) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2013 | +51,599 | New Buy | 51,599 | $28.28 |
| Q4 2013 | +47,100 | Add 91.28% | 98,699 | $33.46 |
| Q1 2014 | -74,399 | Reduce 75.38% | 24,300 | $43.99 |
| Q2 2014 | -24,300 | Sold Out | 24,300 | $0.00 |
| Q4 2015 | +3,900 | New Buy | 3,900 | $53.33 |
| Q2 2016 | -3,900 | Sold Out | 3,900 | $0.00 |
| Q1 2017 | +4,100 | New Buy | 4,100 | $61.71 |
| Q2 2017 | -4,100 | Sold Out | 4,100 | $0.00 |
| Q4 2017 | +8,306 | New Buy | 8,306 | $81.03 |
| Q1 2018 | +88,100 | Add 1060.68% | 96,406 | $73.19 |
| Q2 2018 | -96,406 | Sold Out | 96,406 | $0.00 |
| Q2 2019 | +118,121 | New Buy | 118,121 | $80.74 |
| Q3 2019 | -25,611 | Reduce 21.68% | 92,510 | $86.14 |
| Q4 2019 | -36,991 | Reduce 39.99% | 55,519 | $91.03 |
| Q1 2020 | -9,400 | Reduce 16.93% | 46,119 | $57.87 |
| Q2 2020 | -3,500 | Reduce 7.59% | 42,619 | $59.72 |
| Q3 2020 | -4,500 | Reduce 10.56% | 38,119 | $59.47 |
| Q4 2020 | +167,646 | Add 439.80% | 205,765 | $64.44 |
| Q1 2021 | +73,335 | Add 35.64% | 279,100 | $74.30 |
| Q2 2021 | +53,700 | Add 19.24% | 332,800 | $73.76 |
| Q3 2021 | +45,600 | Add 13.70% | 378,400 | $78.94 |
| Q4 2021 | +115,106 | Add 30.42% | 493,506 | $87.16 |
| Q1 2022 | +29,728 | Add 6.02% | 523,234 | $89.63 |
| Q2 2022 | +8,200 | Add 1.57% | 531,434 | $86.06 |
| Q3 2022 | -63,800 | Reduce 12.01% | 467,634 | $65.93 |
| Q4 2022 | +157,068 | Add 33.59% | 624,702 | $62.25 |
| Q1 2023 | +115,666 | Add 18.52% | 740,368 | $59.32 |
| Q2 2023 | +56,500 | Add 7.63% | 796,868 | $51.04 |
| Q3 2023 | -4,099 | Reduce 0.51% | 792,769 | $50.49 |
| Q4 2023 | -75,405 | Reduce 9.51% | 717,364 | $53.75 |
| Q1 2024 | -159,821 | Reduce 22.28% | 557,543 | $58.73 |
| Q2 2024 | -89,035 | Reduce 15.97% | 468,508 | $57.14 |
| Q3 2024 | -243,833 | Reduce 52.04% | 224,675 | $59.56 |
| Q4 2024 | -72,139 | Reduce 32.11% | 152,536 | $57.44 |
| Q1 2025 | +26,267 | Add 17.22% | 178,803 | $63.81 |
| Q2 2025 | -85,522 | Reduce 47.83% | 93,281 | $55.94 |
| Q3 2025 | -32,180 | Reduce 34.50% | 61,101 | $54.30 |
Jeremy Grantham's Tyson Foods Investment FAQs
Jeremy Grantham first purchased Tyson Foods, Inc. (TSN) in Q3 2013, acquiring 51,599 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Tyson Foods, Inc. (TSN) for 49 quarters since Q3 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Tyson Foods, Inc. (TSN) was in Q4 2020, adding 205,765 shares worth $13.26 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 61,101 shares of Tyson Foods, Inc. (TSN), valued at approximately $3.32 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Tyson Foods, Inc. (TSN) represents approximately 0.01% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's peak holding in Tyson Foods, Inc. (TSN) was 796,868 shares, as reported at the end of Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.