Jeremy Grantham's TSN Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 18,623 shares of Tyson Foods, Inc. (TSN) worth $1.09 M, representing 0.00% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 39 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in TSN, demonstrating sustained confidence in this investment. 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -42,478 | Reduce 69.52% | 18,623 | $58.62 |
| Q3 2025 | -32,180 | Reduce 34.50% | 61,101 | $54.30 |
| Q2 2025 | -85,522 | Reduce 47.83% | 93,281 | $55.94 |
| Q1 2025 | +26,267 | Add 17.22% | 178,803 | $63.81 |
| Q4 2024 | -72,139 | Reduce 32.11% | 152,536 | $57.44 |
| Q3 2024 | -243,833 | Reduce 52.04% | 224,675 | $59.56 |
| Q2 2024 | -89,035 | Reduce 15.97% | 468,508 | $57.14 |
| Q1 2024 | -159,821 | Reduce 22.28% | 557,543 | $58.73 |
| Q4 2023 | -75,405 | Reduce 9.51% | 717,364 | $53.75 |
| Q3 2023 | -4,099 | Reduce 0.51% | 792,769 | $50.49 |
| Q2 2023 | +56,500 | Add 7.63% | 796,868 | $51.04 |
| Q1 2023 | +115,666 | Add 18.52% | 740,368 | $59.32 |
| Q4 2022 | +157,068 | Add 33.59% | 624,702 | $62.25 |
| Q3 2022 | -63,800 | Reduce 12.01% | 467,634 | $65.93 |
| Q2 2022 | +8,200 | Add 1.57% | 531,434 | $86.06 |
| Q1 2022 | +29,728 | Add 6.02% | 523,234 | $89.63 |
| Q4 2021 | +115,106 | Add 30.42% | 493,506 | $87.16 |
| Q3 2021 | +45,600 | Add 13.70% | 378,400 | $78.94 |
| Q2 2021 | +53,700 | Add 19.24% | 332,800 | $73.76 |
| Q1 2021 | +73,335 | Add 35.64% | 279,100 | $74.30 |
| Q4 2020 | +167,646 | Add 439.80% | 205,765 | $64.44 |
| Q3 2020 | -4,500 | Reduce 10.56% | 38,119 | $59.47 |
| Q2 2020 | -3,500 | Reduce 7.59% | 42,619 | $59.72 |
| Q1 2020 | -9,400 | Reduce 16.93% | 46,119 | $57.87 |
| Q4 2019 | -36,991 | Reduce 39.99% | 55,519 | $91.03 |
| Q3 2019 | -25,611 | Reduce 21.68% | 92,510 | $86.14 |
| Q2 2019 | +118,121 | New Buy | 118,121 | $80.74 |
| Q2 2018 | -96,406 | Sold Out | 0 | $0.00 |
| Q1 2018 | +88,100 | Add 1060.68% | 96,406 | $73.19 |
| Q4 2017 | +8,306 | New Buy | 8,306 | $81.03 |
| Q2 2017 | -4,100 | Sold Out | 0 | $0.00 |
| Q1 2017 | +4,100 | New Buy | 4,100 | $61.71 |
| Q2 2016 | -3,900 | Sold Out | 0 | $0.00 |
| Q4 2015 | +3,900 | New Buy | 3,900 | $53.33 |
| Q2 2014 | -24,300 | Sold Out | 0 | $0.00 |
| Q1 2014 | -74,399 | Reduce 75.38% | 24,300 | $43.99 |
| Q4 2013 | +47,100 | Add 91.28% | 98,699 | $33.46 |
| Q3 2013 | +51,599 | New Buy | 51,599 | $28.28 |
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 39 quarters since Q3 2013.
Jeremy Grantham's largest addition to Tyson Foods, Inc. (TSN) was in Q4 2020, adding 205,765 shares worth $13.26 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 18,623 shares of Tyson Foods, Inc. (TSN), valued at approximately $1.09 M.
As of the Q4 2025 filing, Tyson Foods, Inc. (TSN) represents approximately 0.00% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Tyson Foods, Inc. (TSN) was 796,868 shares, as reported at the end of Q2 2023.