SEC 13F Intelligence

Thomist Capital Management, LP / TSN

Thomist Capital Management, LP’s Tyson Foods Inc Position

Does Thomist Capital Management, LP own Tyson Foods Inc (TSN)? Not currently — the last reported position was 131.3K shares worth $7M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q3 2025
Shares
131.3K
% of Portfolio
+1.40%
Quarters Held
5
position exited

Position History TSN

Reported value by quarter
Q2 ’24: $6MQ2 ’24Q3 ’24: $3MQ3 ’24Q1 ’25: $951,454Q1 ’25Q2 ’25: $6MQ2 ’25Q3 ’25: $7MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025131.3K$7M+1.40%
Q2 2025109.1K$6M+2.24%
Q1 202515.3K$951,454+0.37%
Q3 202446.0K$3M+0.54%
Q2 2024107.0K$6M+2.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Thomist Capital Management, LP’s full portfolio or all institutional holders of TSN.