- Portfolio
- Activity
Donald Yacktman Holdings Activity
Yacktman Asset Management Portfolio 13F
Yacktman Asset Management has disclosed a total of 63 changes to the portfolio in the latest (2022 Q4) SEC report(s): increased the number of shares of 26, bought 2 totally new, decreased the number of shares of 34 and completely sold out 1 position(s).
What stocks is Donald Yacktman buying now?
In the recent quarter Donald Yacktman has bought 28 securities out of which top 5 purchases (by % change to portfolio) are (UHAL.B) U-HAUL HOLDING CO-NON VOTING (new buy), (UNVR) UNIVAR SOLUTIONS INC (new buy), (SCHW) SCHWAB (CHARLES) CORP (added shares +19.69%), (EBAY) EBAY INC (added shares +50.72%) and (WBD) WARNER BROS DISCOVERY INC (added shares +46.03%).
What does Donald Yacktman invest in?
Donald Yacktman's top 5 holdings (by % of portfolio) are (CNQ) CANADIAN NATURAL RESOURCES (8.39%), (PEP) PEPSICO INC (4.66%), (MSFT) MICROSOFT CORP (4.6%), (PG) PROCTER & GAMBLE CO/THE (4.41%) and (UHAL.B) U-HAUL HOLDING CO-NON VOTING (3.68%).
In the latest report(s) the following changes have been made to the top investments: (CNQ) CANADIAN NATURAL RESOURCES (reduced shares -4.02%), (PEP) PEPSICO INC (reduced shares -30.75%), (MSFT) MICROSOFT CORP (reduced shares -0.94%), (PG) PROCTER & GAMBLE CO/THE (reduced shares -1.15%) and (UHAL.B) U-HAUL HOLDING CO-NON VOTING (new buy).
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.