Tweedy Browne opened TSN · TYSON FOODS, INC.
$2M · now 0.2% of the portfolio
TRADED BY
Sep 30
FILED
Nov 4
YOU SEE IT
Nov 4
35 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$60 now
OUR VALUE
$60 today
low $30mid $40high $50
3 models, as of 2026-11-04.
Priced past our value: the move has played out.
安全邊際週報
每週六一封：市場溫度、投資大師的申報，以及本週研究。