Donald Yacktman added TSN · TYSON FOODS, INC.
$132M · now 1.6% of the portfolio
TRADED BY
Sep 30
FILED
Nov 2
YOU SEE IT
Nov 2
33 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.
$57 now
OUR VALUE
$57 today
low $30mid $40high $50
3 models, as of 2026-11-02.
Priced past our value: the move has played out.
安全边际周报
每周六一封:市场温度、投资大师的申报,以及本周研究。