Acquirer’s Multiple Stock $TSN Appearing In Dalio, Pzena, Greenblatt Portfolios

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Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from their latest 13F’s. This week we’ll take a look at:

Tyson Foods, Inc. (NYSE: TSN)

Tyson Foods is the largest U.S. producer of processed chicken and beef. It’s also a large producer of processed pork and protein-based products under the brands Jimmy Dean, Hillshire Farm, Ball Park, Sara Lee, Aidells, and State Fair, to name a few. Tyson sells 90% of its products through various U.S. channels, including retailers (45%), food-service (31%), and other packaged food and industrial companies (11%). In addition, 10% of the company’s revenue comes from exports to Canada, Mexico, Brazil, Europe, China, and Japan. The remaining 3% of revenue is composed of intersegment sales.

A quick look at the price chart below for Tyson Foods shows us that the stock is down 27% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 9.79, which means that it’s undervalued.

(Source: Morningstar)

Superinvestors who currently hold positions in Tyson Foods:

Cliff Asness – 2,953,746 shares

Ken Griffin – 721,324 shares

Tom Gayner – 369,000 shares

Israel Englander – 257,159 shares

Lee Ainslie – 56,536 shares

Joel Greenblatt – 51,212 shares

Jeremy Grantham – 42,619 shares

Ken Fisher – 23,021 shares

Ray Dalio – 13,287 shares

Rich Pzena – 9,384 shares

Paul Tudor Jones – 4,715 shares

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