Donald Yacktman – Yacktman Asset Management Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Yacktman Asset Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 06, 2025. 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 Q2 2025, the filing reported:
New Buys – UnitedHealth Group Incorporated (UNH)
Increases – GrafTech International Ltd. (EAF), Amplify Energy Corp. (AMPY), Olin Corporation (OLN), Embecta Corp. (EMBC), Clorox Company (The) (CLX), and 6 more
Reductions – Berkshire Hathaway Inc. (BRK-A), Booking Holdings Inc. Common St (BKNG), Goldman Sachs Group, Inc. (The) (GS), Philip Morris International Inc (PM), SPDR S&P 500 (SPY), and 44 more
Complete Exits – A-Mark Precious Metals, Inc. (AMRK)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Yacktman Asset Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q4 2023Dec 31, 2023 | BRK-B Berkshire Hathaway Inc. New | Sell | -9,324-1.3% |
Q4 2023Dec 31, 2023 | AMPY Amplify Energy Corp. | Sell | -10,000-4.1% |
Q4 2023Dec 31, 2023 | RDI Reading International Inc | Sell | -10,000-2.0% |
Q4 2023Dec 31, 2023 | AWI Armstrong World Industries Inc | Sell | -10,166-0.9% |
Q4 2023Dec 31, 2023 | BKNG Booking Holdings Inc. Common St | Sell | -11,016-19.1% |
Q4 2023Dec 31, 2023 | ORCL Oracle Corporation | Sell | -11,501-0.8% |
Q4 2023Dec 31, 2023 | FOXA Fox Corporation | Sell | -11,962-0.5% |
Q4 2023Dec 31, 2023 | WFC Wells Fargo & Company | Sell | -12,510-0.5% |
Q4 2023Dec 31, 2023 | DIS Walt Disney Company (The) | Sell | -12,686-0.8% |
Q4 2023Dec 31, 2023 | BK The Bank of New York Mellon Cor | Sell | -14,025-0.4% |
Q4 2023Dec 31, 2023 | CSCO Cisco Systems, Inc. | Sell | -15,807-1.1% |
Q4 2023Dec 31, 2023 | RS Reliance, Inc. | Sell | -18,813-1.5% |
Q4 2023Dec 31, 2023 | NWS News Corporation | Sell | -19,604-3.5% |
Q4 2023Dec 31, 2023 | PEP Pepsico, Inc. | Sell | -20,382-0.8% |
Q4 2023Dec 31, 2023 | EBAY eBay Inc. | Sell | -26,460-0.9% |
Q4 2023Dec 31, 2023 | TSN Tyson Foods, Inc. | Sell | -31,981-1.0% |
Q4 2023Dec 31, 2023 | OLN Olin Corporation | Sell | -34,987-0.8% |
Q4 2023Dec 31, 2023 | SCHW Charles Schwab Corporation (The | Sell | -39,752-0.6% |
Q4 2023Dec 31, 2023 | STT State Street Corporation | Sell | -61,845-1.8% |
Q4 2023Dec 31, 2023 | FOX Fox Corporation | Sell | -118,996-1.4% |
Q4 2023Dec 31, 2023 | UHAL U-Haul Holding Company | Sell | -125,357-18.6% |
Q4 2023Dec 31, 2023 | PG Procter & Gamble Company (The) | Sell | -135,572-5.1% |
Q4 2023Dec 31, 2023 | MSFT Microsoft Corporation | Sell | -136,340-7.7% |
Q4 2023Dec 31, 2023 | CNQ Canadian Natural Resources Limi | Sell | -149,461-1.0% |
Q4 2023Dec 31, 2023 | CTSH Cognizant Technology Solutions | Sell | -184,374-3.4% |
Q4 2023Dec 31, 2023 | NWSA News Corporation | Sell | -188,016-1.1% |
Q4 2023Dec 31, 2023 | GOOG Alphabet Inc. | Sell | -311,766-7.6% |
Q4 2023Dec 31, 2023 | WFRD Weatherford | Sell | -842,500-37.8% |
Q3 2023Sep 30, 2023 | KVUE Kenvue Inc. | Buy - Position Entry | +3,774,062 |
Q3 2023Sep 30, 2023 | UHAL-B U-Haul Holding Company Series N | Buy | +496,908+7.2% |