Position in TSN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$155,365,622
+$23,645,839 QoQ
Shares Held
2,713,810
+32.0% QoQ
Ownership
0.771%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#18
of 873 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in TSN Over Time
Shares Held
Position Value (USD)
Derivatives in TSN
reported options exposure · as of Jun 30, 2026CallValue
$469,450
CallShares
8,200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Farm Products
Consumer Defensive · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $229,549,675 across 10 Farm Products names. TSN ranks #1 (67.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSN |
Tyson Foods, Inc.
This page
|
2,713,810 | $155,365,622 | |
| 2 | DOLE |
Dole plc
|
2,806,620 | $38,506,826 | |
| 3 | AGRO |
Adecoagro S.A.
|
1,878,635 | $17,940,964 | |
| 4 | VITL |
Vital Farms, Inc.
|
702,843 | $8,174,064 | |
| 5 | VFF |
Village Farms International, Inc.
|
2,423,572 | $4,847,144 | |
| 6 | BG |
Bunge Global SA
|
20,179 | $2,153,704 | |
| 7 | ADM |
Archer-Daniels-Midland Co
|
18,000 | $1,375,200 | |
| 8 | DMC |
Del Monte Corp
|
22,000 | $614,020 |
All Filings in TSN
Export CSV
38 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,365,622 | 2,713,810 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $469,450 | 8,200 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $704,770 | 11,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $281,908 | 4,400 | Put | Sole | 2026-05-15 | |
| 2026-03-31 | $131,719,783 | 2,055,873 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $95,183,697 | 1,623,741 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $74,573,991 | 1,373,370 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,861,527 | 140,535 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $46,502,558 | 728,766 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $52,244,552 | 909,550 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $44,967,621 | 754,997 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $56,076,453 | 981,387 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $73,451,144 | 1,250,658 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $63,562,653 | 1,182,561 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,580,926 | 169,953 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $30,588,476 | 599,304 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $71,333,582 | 1,145,921 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $1,246,388 | 14,300 | Put | Sole | 2022-02-14 | |
| 2021-12-31 | $1,751,916 | 20,100 | Call | Sole | 2022-02-14 | |
| 2021-09-30 | $1,831,408 | 23,200 | Call | Sole | 2021-11-15 | |
| 2021-09-30 | $1,555,118 | 19,700 | Put | Sole | 2021-11-15 | |
| 2021-06-30 | $590,080 | 8,000 | Call | Sole | 2021-08-16 | |
| 2021-06-30 | $14,038,224 | 190,323 | Shares | Sole | 2021-08-16 | |
| 2021-06-30 | $663,840 | 9,000 | Put | Sole | 2021-08-16 | |
| 2021-03-31 | $117,657,765 | 1,583,550 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $1,173,940 | 15,800 | Put | Sole | 2021-05-17 | |
| 2021-03-31 | $1,263,100 | 17,000 | Call | Sole | 2021-05-17 | |
| 2020-12-31 | $106,356,995 | 1,650,481 | Shares | Sole | 2021-02-16 | |
| 2020-12-31 | $1,398,348 | 21,700 | Put | Sole | 2021-02-16 | |
| 2020-12-31 | $902,160 | 14,000 | Call | Sole | 2021-02-16 | |
| 2020-09-30 | $34,566,861 | 581,151 | Shares | Sole | 2020-11-16 | |
| 2020-09-30 | $452,048 | 7,600 | Put | Sole | 2020-11-16 | |
| 2020-09-30 | $588,852 | 9,900 | Call | Sole | 2020-11-16 | |
| 2020-06-30 | $907,592 | 15,200 | Put | Sole | 2020-08-14 | |
| 2020-06-30 | $716,520 | 12,000 | Call | Sole | 2020-08-14 | |
| 2020-06-30 | $2,388,638 | 40,004 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,244,205 | 21,500 | Put | Sole | 2020-05-15 | |
| 2020-03-31 | $1,909,710 | 33,000 | Call | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||