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What smart money is saying about Tyson FoodsUnited States flag

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No fund has written a full thesis on Tyson Foods in our archive, but 4 fund letters report a position in it — most recently Matrix Asset Advisors Capital Markets Commentary in June 2026.

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4
Reported positions
1
Bought
3
Sold
5
Letters

Position history

Every position in Tyson Foods on record in the archive was reported in Q2 2026, across 4 fund letters — 1 opened or added to the position, 3 trimmed or exited.

Fund letters reporting a position in Tyson Foods, by quarter
QuarterLettersBoughtSoldTheses
Q2 20264130

Fund activity · 4 positions · 4 moves

  • AddedMatrix Asset Advisors Capital Markets Commentary
    June 2026
    “We added to the portfolio’s holdings in Intuit, Lowe’s, Medtronic, Meta (Facebook), Nike, PepsiCo, TE Connectivity, Thermo Fisher Scientific, and Tyson Foods.”
    Read the letterTyson Foods
  • TrimmedRoyal London AM US Equity Fund (IRL)
    June 2026
    “Funding for these purchases came from several lower-conviction holdings including Flutter Entertainment, Comcast, Church & Dwight, BJ's Wholesale Club and Tyson Foods, where we believe capital can be allocated more effectively elsewhere.”
    Read the letterTyson Foods
  • TrimmedRoyal London AM Royal London US Equity Trust
    June 2026
    “Funding for these purchases came from several lower-conviction holdings including Flutter Entertainment, Comcast, Church & Dwight, BJ's Wholesale Club and Tyson Foods, where we believe capital can be allocated more effectively elsewhere.”
    Read the letterTyson Foods
  • TrimmedRoyal London AM Global Equity Diversified Fund
    June 2026
    “Funding for these purchases came from several lower-conviction holdings including Flutter Entertainment, Comcast, Church & Dwight, BJ's Wholesale Club and Tyson Foods, where we believe capital can be allocated more effectively elsewhere.”
    Read the letterTyson Foods

Also mentioned · 1

These funds discuss Tyson Foods — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedArtisan Partners U.S. Mid‑Cap Value Strategy
    June 2026
    “Tyson Foods, a processor and marketer of chicken, beef, pork and prepared foods, continued to face challenging conditions in its beef business, where elevated cattle costs and limited livestock supplies pressured margins.”
    Read the letterTyson Foods

Read the letters behind these Tyson Foods positions

Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.

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