Yacktman Asset Management - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: June 2013 to September 2025 • Initial Portfolio Value: $0.02B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+7.23B
+9,999%+
Winning Positions
+68.42%
78 wins / 114 positions
Average Gain (Winners)
$87.71M
+9,999%+ avg per position
Active Positions
69
27 losing positions
Portfolio Value Over Time
Total Positions Tracked
114
All holdings over time
Win/Loss Ratio
2.89
78 gains / 27 losses
Active vs. Exited
69 / 45
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| CNQ | Canadian Natural Resources Limi | Energy | Mar 2021 | ACTIVE | $206.79K | $668.24M | $668.03M | +9,999%+ |
| MSFT | Microsoft Corporation | Technology | Jun 2013 | ACTIVE | $1.25M | $532.46M | $531.21M | +9,999%+ |
| SCHW | Charles Schwab Corporation (The | Financial Services | Jun 2019 | ACTIVE | $1.40K | $400.46M | $400.46M | +9,999%+ |
| FOX | Fox Corporation | Communication Services | Mar 2019 | ACTIVE | $250.54K | $332.21M | $331.96M | +9,999%+ |
| PG | Procter & Gamble Company (The) | Consumer Defensive | Jun 2013 | ACTIVE | $1.96M | $298.37M | $296.41M | +9,999%+ |
| PEP | Pepsico, Inc. | Consumer Defensive | Jun 2013 | ACTIVE | $1.88M | $289.35M | $287.47M | +9,999%+ |
| GOOG | Alphabet Inc. | Communication Services | Mar 2019 | ACTIVE | $212.78K | $284.08M | $283.87M | +9,999%+ |
| JNJ | Johnson & Johnson | Healthcare | Jun 2013 | ACTIVE | $838.03K | $238.68M | $237.84M | +9,999%+ |
| NWSA | News Corporation | Communication Services | Jun 2013 | ACTIVE | $2.36M | $227.93M | $225.57M | +9571.56% |
| CTSH | Cognizant Technology Solutions | Technology | Jun 2017 | ACTIVE | $89.26K | $221.29M | $221.20M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.