Tyson Foods, INC.

• 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 ANAB $1.7BBUR $963MCLBT $3B +6

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