Donald Yacktman - Yacktman Asset Management Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Aug 06, 2025 | |
| Total Stocks | 70 | |
| Portfolio Value | $7.44B |
Yacktman Asset Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q1 2024Mar 31, 2024 | KVUE Kenvue Inc. | Buy | +855,859+15.8% |
Q1 2024Mar 31, 2024 | EMBC Embecta Corp. | Buy | +145,191+5.4% |
Q1 2024Mar 31, 2024 | FOX Fox Corporation | Buy | +134,670+1.6% |
Q1 2024Mar 31, 2024 | CNQ Canadian Natural Resources Limi | Buy | +108,119+0.7% |
Q1 2024Mar 31, 2024 | DVN Devon Energy Corporation | Buy | +68,739+2.1% |
Q1 2024Mar 31, 2024 | TSN Tyson Foods, Inc. | Buy | +65,696+2.2% |
Q1 2024Mar 31, 2024 | WBD Warner Bros. Discovery, Inc. - | Buy | +55,687+0.7% |
Q1 2024Mar 31, 2024 | OLN Olin Corporation | Buy | +31,327+0.7% |
Q1 2024Mar 31, 2024 | EBAY eBay Inc. | Buy | +29,202+1.0% |
Q1 2024Mar 31, 2024 | TDY Teledyne Technologies Incorpora | Buy - Position Entry | +16,500 |
Q1 2024Mar 31, 2024 | HSY The Hershey Company | Buy | +11,750+115.2% |
Q1 2024Mar 31, 2024 | AON Aon Plc | Buy - Position Entry | +11,670 |
Q1 2024Mar 31, 2024 | LEGH Legacy Housing Corporation | Buy | +10,000+6.7% |
Q1 2024Mar 31, 2024 | UL Unilever PLC | Buy | +8,977+3.1% |
Q1 2024Mar 31, 2024 | CRMT America's Car-Mart, Inc. | Buy | +1,000+2.9% |
Q1 2024Mar 31, 2024 | V Visa Inc. | Buy - Position Entry | +732 |
Q1 2024Mar 31, 2024 | GS Goldman Sachs Group, Inc. (The) | Sell | -156-0.1% |
Q1 2024Mar 31, 2024 | EOG EOG Resources, Inc. | Sell | -161-0.0% |
Q1 2024Mar 31, 2024 | LMT Lockheed Martin Corporation | Sell | -589-0.2% |
Q1 2024Mar 31, 2024 | JNJ Johnson & Johnson | Sell | -1,799-0.1% |
Q1 2024Mar 31, 2024 | COP ConocoPhillips | Sell | -1,916-0.1% |
Q1 2024Mar 31, 2024 | DIS Walt Disney Company (The) | Sell | -1,974-0.1% |
Q1 2024Mar 31, 2024 | LHX L3Harris Technologies, Inc. | Sell | -2,350-0.4% |
Q1 2024Mar 31, 2024 | KO Coca-Cola Company (The) | Sell | -2,872-0.1% |
Q1 2024Mar 31, 2024 | USB U.S. Bancorp | Sell - Position Exit | -7,000-100.0% |
Q1 2024Mar 31, 2024 | BRK-B Berkshire Hathaway Inc. New | Sell | -7,398-1.1% |
Q1 2024Mar 31, 2024 | BKNG Booking Holdings Inc. Common St | Sell | -7,409-15.9% |
Q1 2024Mar 31, 2024 | FOXA Fox Corporation | Sell | -7,712-0.3% |
Q1 2024Mar 31, 2024 | INGR Ingredion Incorporated | Sell | -9,035-0.4% |
Q1 2024Mar 31, 2024 | ELV Elevance Health, Inc. | Sell | -11,201-2.9% |