Donald Yacktman Holdings Activity
Yacktman Asset Management Portfolio 13F
Yacktman Asset Management has disclosed a total of 66 changes to the portfolio in the latest (2023 Q3) SEC report(s): increased the number of shares of 14, bought 5 totally new, decreased the number of shares of 45 and completely sold out 2 position(s).
What stocks is Donald Yacktman buying now?
In the recent quarter Donald Yacktman has bought 19 securities out of which top 5 purchases (by % change to portfolio) are (KVUE) KENVUE INC (new buy), (UHAL.B) U-HAUL HOLDING CO-NON VOTING (added shares +7.19%), (MAS) MASCO CORP (new buy), (VZ) VERIZON COMMUNICATIONS INC (new buy) and (EBAY) EBAY INC (added shares +2.04%).
What does Donald Yacktman invest in?
Donald Yacktman's top 5 holdings (by % of portfolio) are (CNQ) CANADIAN NATURAL RESOURCES (9.61%), (MSFT) MICROSOFT CORP (5.52%), (GOOG) ALPHABET INC-CL C (5.35%), (PEP) PEPSICO INC (4.27%) and (UHAL.B) U-HAUL HOLDING CO-NON VOTING (3.82%).
In the latest report(s) the following changes have been made to the top investments: (CNQ) CANADIAN NATURAL RESOURCES (reduced shares -0.19%), (MSFT) MICROSOFT CORP (reduced shares -7.53%), (GOOG) ALPHABET INC-CL C (reduced shares -0.37%), (PEP) PEPSICO INC (reduced shares -0.13%) and (UHAL.B) U-HAUL HOLDING CO-NON VOTING (added shares +7.19%).
Shares, change to shares, sold shares - split-adjusted.
Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.