Yacktman Asset Management - Performance Analysis
Investment performance metrics based on historical 13F filings data.
📊 Data Coverage: June 2013 to December 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)
+7.10B
+9,999%+
Winning Positions
+72.17%
83 wins / 115 positions
Average Gain (Winners)
$80.93M
+9,999%+ avg per position
Active Positions
70
27 losing positions
Portfolio Value Over Time
Total Positions Tracked
115
All holdings over time
Win/Loss Ratio
3.07
83 gains / 27 losses
Active vs. Exited
70 / 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 | $635.55M | $635.34M | +9,999%+ |
| MSFT | Microsoft Corporation | Technology | Jun 2013 | ACTIVE | $1.25M | $466.13M | $464.88M | +9,999%+ |
| SCHW | Charles Schwab Corporation (The | Financial Services | Jun 2019 | ACTIVE | $1.40K | $393.30M | $393.30M | +9,999%+ |
| FOX | Fox Corporation | Communication Services | Mar 2019 | ACTIVE | $250.54K | $361.65M | $361.40M | +9,999%+ |
| GOOG | Alphabet Inc. | Communication Services | Mar 2019 | ACTIVE | $212.78K | $354.53M | $354.32M | +9,999%+ |
| PEP | Pepsico, Inc. | Consumer Defensive | Jun 2013 | ACTIVE | $1.88M | $291.15M | $289.27M | +9,999%+ |
| PG | Procter & Gamble Company (The) | Consumer Defensive | Jun 2013 | ACTIVE | $1.96M | $274.92M | $272.96M | +9,999%+ |
| JNJ | Johnson & Johnson | Healthcare | Jun 2013 | ACTIVE | $838.03K | $259.24M | $258.40M | +9,999%+ |
| CTSH | Cognizant Technology Solutions | Technology | Jun 2017 | ACTIVE | $89.26K | $247.62M | $247.54M | +9,999%+ |
| RS | Reliance, Inc. | Basic Materials | Dec 2021 | ACTIVE | $170.90K | $199.79M | $199.62M | +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.