Yacktman Asset Management LP, under direction of Donald Yacktman has filed its 13F form on February 02, 2024 for Q4 2023 where it was disclosed a total value porftolio of $10.1 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Canadian Natural Resources LTD with a value of $978M, Microsoft Corp with a value of $615M, Alphabet Inc. with a value of $537M, Schwab Charles Corp with a value of $435M, and Pepsico Inc with a value of $431M.

Examining the 13F form we can see an increase of $431M in the current position value, from $9.69B to 10.1B.

Below you can find more details about Donald Yacktman portfolio as well as his latest detailed transactions.

Portfolio value $10.1 Billion
Energy: $2.19 Billion
Consumer Defensive: $1.59 Billion
Communication Services: $1.59 Billion
Financial Services: $1.4 Billion
Technology: $1.29 Billion
Industrials: $690 Million
Basic Materials: $569 Million
Healthcare: $470 Million
Other: $327 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Donald Yacktman

Donald Yacktman

Donald Yacktman is the founder and president of Yacktman Asset Management, a successful investment firm that focuses on value investing. Yacktman has a reputation for being a patient and disciplined investor, and has generated strong returns for his clients over the long term.
Track Donald Yacktman's portfolio

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $10.1 Billion
  • Prior Value $9.69 Billion
  • Filing
  • Period Q4 2023
  • Filing Date February 02, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 0 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
Track Donald Yacktman's Portfolio

Track Donald Yacktman Portfolio

Follow Donald Yacktman (Yacktman Asset Management LP) and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Yacktman Asset Management LP, based on Form 13F filings with the SEC.

News

Stay updated on Yacktman Asset Management LP and Donald Yacktman with notifications on news.