- Portfolio
- Activity
Donald Yacktman Holdings Activity
Yacktman Asset Management Portfolio 13F
Yacktman Asset Management has disclosed a total of 62 changes to the portfolio in the latest (2024 Q2) SEC report(s): increased the number of shares of 9, bought 1 totally new, decreased the number of shares of 50 and completely sold out 2 position(s).
What stocks is Donald Yacktman buying now?
In the recent quarter Donald Yacktman has bought 10 securities out of which top 5 purchases (by % change to portfolio) are (KVUE) KENVUE INC (added shares +30.06%), (XOM) EXXON MOBIL CORP (added shares +34.95%), (BRK.B) BERKSHIRE HATHAWAY INC CL-B (added shares +1.41%), (MSCI) MSCI INC (new buy) and (WBD) WARNER BROS DISCOVERY INC (added shares +1.25%).
What does Donald Yacktman invest in?
Donald Yacktman's top 5 holdings (by % of portfolio) are (CNQ) CANADIAN NATURAL RESOURCES (9.84%), (MSFT) MICROSOFT CORP (6.43%), (GOOG) ALPHABET INC-CL C (6.08%), (SCHW) SCHWAB (CHARLES) CORP (4.08%) and (UHAL.B) U-HAUL HOLDING CO-NON VOTING (3.98%).
In the latest report(s) the following changes have been made to the top investments: (CNQ) CANADIAN NATURAL RESOURCES (reduced shares -2.06%), (MSFT) MICROSOFT CORP (reduced shares -3.55%), (GOOG) ALPHABET INC-CL C (reduced shares -3.37%), (SCHW) SCHWAB (CHARLES) CORP (reduced shares -5.96%) and (UHAL.B) U-HAUL HOLDING CO-NON VOTING (reduced shares -0.78%).
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.