Tyson Foods (TSN)Tocqueville Asset Management L.P. added to its stake +210K shares

699K

Shares reported · +210K vs prior quarter

0.53%

Disclosed portfolio weight

$40M

Reported value

Holdings as of

Jun 30, 2026

Filed

Aug 10, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. May 21, 2026Federal contract · $10.6M obligatedDepartment of Agriculture awarded Tyson Foods: $10.6M obligated to date
2. Jun 8, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“Tyson Foods, Inc. (the “Company”) previously announced in a Current Report on Form 8-K (the “Current Report”) filed on June 8, 2026, that Wes Morris had been appointed Chief Operating Officer, effective June 15, 2026, and Devin Cole would step down from his role as Chief Operating Officer effective that same day.”
3. Jun 18, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On June 17, 2026, Tyson Foods, Inc. (the “Company”) entered into the Third Amended and Restated Employment Agreement (the “Employment Agreement”) with Mr. John H. Tyson, Chairman of the Board of Directors after independent directors from the Company’s Board of Directors reviewed and approved the Employment Agreement.”
4. Jun 30, 2026Federal contract · $17.4M obligatedDepartment of Agriculture awarded Tyson Foods: $17.4M obligated to date
5. Jul 29, 2026Federal contract · $17.4M obligatedDepartment of Agriculture awarded Tyson Foods: $17.4M obligated to date
6. Aug 3, 2026Company filing · Form 8-K · ResultsReported its results
7. Aug 10, 2026Company filing · Form 8-K · Material agreement, Other newsSigned an important agreement, and reported other company news

What came next

1. Aug 13, 2026Layoff notice · 28424 38TH Ave. North, HillsdaleLayoff notice filed in IL: 2,495 employees
2. Aug 24, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations (and 1 more item)
3. Sep 2, 2026Federal contract · $17.5M obligatedDepartment of Agriculture awarded Tyson Foods: $17.5M obligated to date
4. Sep 4, 2026Insider · First insider buy since May 2023CEO purchased ~$1M of TSN shares in the open market
5. Sep 24, 2026Federal contract · $18.2M obligatedDepartment of Agriculture awarded Tyson Foods: $18.2M obligated to date

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Tyson Foods

For Tyson Foods, OQRO holds 1 insider filing (SEC Form 4 or Form 144), 9 fund holdings reports (13F) and 4 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its TSN page.

How this filing works

• SEC Form 13F

Other disclosures at Tyson Foods

• USAspending.gov award recordSep 24, 2026
• SEC Form 4Sep 8, 2026
• USAspending.gov award recordSep 2, 2026
• USAspending.gov award recordAug 20, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026

Everything OQRO holds on this company is on its TSN page.