Donald Yacktman - Yacktman Asset Management 13F Activity & Position Changes (Q1 2020)
As of Mar 31, 2020, the Yacktman Asset Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 01, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2020, the filing reported:
New Buys - FutureFuel Corp., First Hawaiian, Inc., Huntsman Corporation, Mastercard Incorporated, News Corporation, and 4 more
Increases - Arcosa, Inc., Booking Holdings Inc. Common St, Cognizant Technology Solutions , GrafTech International Ltd., Fox Corporation, and 12 more
Reductions - The Bank of New York Mellon Cor, Berkshire Hathaway Inc. New, Colgate-Palmolive Company, Clorox Company (The), Comcast Corporation, and 18 more
Complete Exits - C.H. Robinson Worldwide, Inc., America's Car-Mart, Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2020
|
ACA
Arcosa, Inc.
|
Buy |
+22,445
|
|
Q1 2020
|
BK
The Bank of New York Mellon Cor
|
Sell |
-246
|
|
Q1 2020
|
BKNG
Booking Holdings Inc. Common St
|
Buy |
+646
|
|
Q1 2020
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-4,408
|
|
Q1 2020
|
CHRW
C.H. Robinson Worldwide, Inc.
|
Sell - Position Exit |
-3,700
|
|
Q1 2020
|
CL
Colgate-Palmolive Company
|
Sell |
-200
|
|
Q1 2020
|
CLX
Clorox Company (The)
|
Sell |
-39,697
|
|
Q1 2020
|
CMCSA
Comcast Corporation
|
Sell |
-10,000
|
|
Q1 2020
|
COP
ConocoPhillips
|
Sell |
-30,638
|
|
Q1 2020
|
CRMT
America's Car-Mart, Inc.
|
Sell - Position Exit |
-3,300
|
|
Q1 2020
|
CSCO
Cisco Systems, Inc.
|
Sell |
-64,520
|
|
Q1 2020
|
CTSH
Cognizant Technology Solutions
|
Buy |
+1,586,618
|
|
Q1 2020
|
DIS
Walt Disney Company (The)
|
Sell |
-165,381
|
|
Q1 2020
|
EAF
GrafTech International Ltd.
|
Buy |
+2,995,347
|
|
Q1 2020
|
ELV
Elevance Health, Inc.
|
Sell |
-243,288
|
|
Q1 2020
|
FF
FutureFuel Corp.
|
Buy - Position Entry |
+200,000
|
|
Q1 2020
|
FHB
First Hawaiian, Inc.
|
Buy - Position Entry |
+2,837,674
|
|
Q1 2020
|
FOX
Fox Corporation
|
Buy |
+2,843,523
|
|
Q1 2020
|
FOXA
Fox Corporation
|
Buy |
+4,255,325
|
|
Q1 2020
|
GLW
Corning Incorporated
|
Sell |
-2,975
|
|
Q1 2020
|
GOOG
Alphabet Inc.
|
Buy |
+56,176
|
|
Q1 2020
|
GS
Goldman Sachs Group, Inc. (The)
|
Buy |
+11,200
|
|
Q1 2020
|
HUN
Huntsman Corporation
|
Buy - Position Entry |
+6,704,701
|
|
Q1 2020
|
INFY
Infosys Limited
|
Sell |
-5,460
|
|
Q1 2020
|
JNJ
Johnson & Johnson
|
Sell |
-798,599
|
|
Q1 2020
|
KO
Coca-Cola Company (The)
|
Sell |
-3,076,841
|
|
Q1 2020
|
M
Macy's Inc
|
Buy |
+21,009,260
|
|
Q1 2020
|
MA
Mastercard Incorporated
|
Buy - Position Entry |
+9,280
|
|
Q1 2020
|
MSFT
Microsoft Corporation
|
Sell |
-262,372
|
|
Q1 2020
|
MSM
MSC Industrial Direct Company,
|
Buy |
+1,346,533
|
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