Tom Gayner's TSN Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 884,500 shares of Tyson Foods, Inc. (TSN) worth $51.85 M, representing 0.41% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 37 quarters.
Based on 13F filings, Tom Gayner has maintained a strategic position in TSN, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 127,500 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Tyson Foods (TSN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Tyson Foods (TSN) Trades by Tom Gayner
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +36,000 | Add 4.24% | 884,500 | $58.62 |
| Q3 2025 | +32,500 | Add 3.98% | 848,500 | $54.30 |
| Q2 2025 | +17,500 | Add 2.19% | 816,000 | $55.94 |
| Q4 2024 | +9,000 | Add 1.14% | 798,500 | $57.44 |
| Q3 2024 | +4,000 | Add 0.51% | 789,500 | $59.56 |
| Q2 2024 | +8,000 | Add 1.03% | 785,500 | $57.14 |
| Q1 2024 | +80,000 | Add 11.47% | 777,500 | $58.73 |
| Q4 2023 | +120,000 | Add 20.78% | 697,500 | $53.75 |
| Q3 2023 | +127,500 | Add 28.33% | 577,500 | $50.49 |
| Q2 2023 | +37,000 | Add 8.96% | 450,000 | $51.04 |
| Q1 2023 | +26,000 | Add 6.72% | 413,000 | $59.32 |
| Q4 2022 | +2,500 | Add 0.65% | 387,000 | $62.25 |
| Q1 2022 | +8,000 | Add 2.12% | 384,500 | $89.63 |
| Q1 2021 | +2,500 | Add 0.67% | 376,500 | $74.30 |
| Q4 2020 | +5,000 | Add 1.36% | 374,000 | $64.44 |
| Q1 2020 | +13,500 | Add 3.80% | 369,000 | $57.87 |
| Q4 2019 | +19,000 | Add 5.65% | 355,500 | $91.04 |
| Q3 2019 | +25,500 | Add 8.20% | 336,500 | $86.14 |
| Q2 2019 | +25,000 | Add 8.74% | 311,000 | $80.74 |
| Q1 2019 | +60,000 | Add 26.55% | 286,000 | $69.43 |
| Q3 2018 | +5,000 | Add 2.26% | 226,000 | $59.53 |
| Q1 2018 | +43,000 | Add 24.16% | 221,000 | $73.19 |
| Q3 2017 | +36,000 | Add 25.35% | 178,000 | $70.45 |
| Q2 2017 | +71,000 | Add 100.00% | 142,000 | $62.63 |
| Q1 2017 | +60,000 | Add 545.45% | 71,000 | $61.70 |
| Q4 2016 | +11,000 | New Buy | 11,000 | $61.64 |
Tom Gayner's Tyson Foods Investment FAQs
Tom Gayner first purchased Tyson Foods, Inc. (TSN) in Q4 2016, acquiring 11,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner has held Tyson Foods, Inc. (TSN) for 37 quarters since Q4 2016.
Tom Gayner's largest addition to Tyson Foods, Inc. (TSN) was in Q3 2023, adding 577,500 shares worth $29.16 M.
According to the latest 13F filing for Q4 2025, Tom Gayner's firm, Markel Group Inc., owns 884,500 shares of Tyson Foods, Inc. (TSN), valued at approximately $51.85 M.
As of the Q4 2025 filing, Tyson Foods, Inc. (TSN) represents approximately 0.41% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings.
Tom Gayner's peak holding in Tyson Foods, Inc. (TSN) was 884,500 shares, as reported at the end of Q4 2025.