Tyson Foods, INC.

• DA Davis Advisors Large Cap Value Davis Large Cap Value SMA Portfolio Summer Update 2026 ↗ Davis Large Cap Value SMA favored lower-valuation businesses while warning that AI capital spending and concentrated technology leadership rest on demanding assumptions. The portfolio pared semiconductor holdings, emphasized communication services and healthcare, and cited Tyson Foods, MGM Resorts and Devon Energy as durable or attractively valued positions. first half of 2026 —
• MA Matrix Asset Advisors Capital Markets Commentary and Quarterly Report: 2nd Quarter 2026 ↗ Matrix Asset Advisors added Consumer Staples, Healthcare and selected pressured Technology names while trimming holdings that had become oversized or reached target prices. The firm initiated Abbott Laboratories and McDonald’s in its dividend strategy, reduced equity overweighting in balanced accounts, and continued to favor bonds maturing within five years. 2nd Quarter 2026 ABT $178BMCD $173B
• Greenhaven Road Capital Main Fund Q2 ↗ Greenhaven Road Capital is reducing concentration, adding near-term catalysts and taking profits more readily while retaining its focus on advantaged businesses. It argues that Burford’s protein litigation, Hagerty’s insurer partnerships, Cellebrite’s Genesis launch, Lifecore’s strategic process and Kingsway’s search-model buildout can close valuation gaps. second quarter 2026 ANAB $1.4BBUR $720MCLBT $2.8B +6

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