Yacktman Asset Management

History Stock Activity Share change % change to portfolio ▼
Q1  2026
≡ PYPL - PayPal Holdings Inc. Buy 2,290,642 1.38
≡ FDS - FactSet Research Systems Buy 225,874 0.65
≡ AVTR - Avantor Inc. Buy 4,745,000 0.50
≡ BRBR - BellRing Brands Inc. CL A Buy 1,498,000 0.32
≡ EMBC - Embecta Corp Add 62.26% 1,408,962 0.16
≡ UHAL.B - U Haul Holding Co Non Voting Add 4.51% 260,937 0.16
≡ LEGH - Legacy Housing Corp. Add 301.69% 530,000 0.14
≡ MSFT - Microsoft Corp. Add 3.02% 29,091 0.14
≡ OLN - Olin Corp. Add 4.33% 169,893 0.07
≡ EOG - EOG Resources Add 2.93% 34,824 0.07
≡ COP - ConocoPhillips Add 2.04% 31,618 0.06
≡ FICO - Fair Isaac Corp. Add 124.38% 3,413 0.05
≡ BIL - SPDR Bloomberg 1 3 Month T B Add 26.34% 44,222 0.05
≡ INTU - Intuit Inc. Buy 7,375 0.04
≡ DVN - Devon Energy Corp. Add 6.14% 26,533 0.02
≡ ELV - Elevance Health Inc. Add 1.69% 5,559 0.02
≡ INGR - Ingredion Inc. Add 1.17% 16,604 0.02
≡ DIS - Walt Disney Co. Add 1.02% 13,620 0.02
≡ TSN - Tyson Foods Add 1.02% 25,490 0.02
≡ KVUE - Kenvue Inc Add 0.95% 74,963 0.02
≡ CTSH - Cognizant Technology Solutions Add 0.83% 24,707 0.02
≡ NWSA - News Corp. Add 0.81% 59,420 0.02
≡ FANG - Diamondback Energy Inc. Add 0.74% 7,351 0.02
≡ PG - Procter & Gamble Add 0.67% 12,778 0.02
≡ CRMT - America's Car Mart Inc. Add 25.81% 40,000 0.01
≡ EAF - GrafTech International Ltd. Add 6.90% 68,911 0.01
≡ MAS - Masco Corp. Add 4.65% 10,871 0.01
≡ DAR - Darling Ingredients Inc. Add 1.04% 14,451 0.01
≡ SYY - Sysco Corp. Add 0.92% 11,267 0.01
≡ BRK.B - Berkshire Hathaway CL B Add 0.62% 1,948 0.01
≡ RS - Reliance Steel & Aluminum Add 0.22% 1,500 0.01
≡ TDY - Teledyne Technologies Add 19.05% 400 0.00
≡ CPRT - Copart Inc. Add 10.06% 10,075 0.00
≡ GS - Goldman Sachs Group Add 2.21% 110 0.00
≡ UL - Unilever PLC Add 2.20% 4,310 0.00
≡ UNH - United Health Group Inc. Add 0.54% 910 0.00
≡ CMCSA - Comcast Corp. Add 0.52% 6,000 0.00
≡ MRSH - Marsh Add 0.52% 100 0.00
≡ CL - Colgate-Palmolive Add 0.27% 2,100 0.00
≡ NOC - Northrop Grumman Corp. Add 0.12% 236 0.00
≡ AWI - Armstrong World Industries Inc. Add 0.03% 195 0.00
Q4  2025
≡ EWY - iShares MSCI South Korea ETF Buy 1,144,611 1.56
≡ SPY - SPDR S&P 500 ETF Trust Add 618.40% 27,624 0.27
≡ BIL - SPDR Bloomberg 1 3 Month T B Buy 167,893 0.21
≡ LEGH - Legacy Housing Corp. Add 192.79% 115,675 0.03
≡ CPRT - Copart Inc. Add 33.21% 24,975 0.01
≡ VRSK - Verisk Analytics Inc. Add 17.48% 2,300 0.01
≡ CRMT - America's Car Mart Inc. Add 16.54% 22,000 0.01
≡ MRSH - Marsh Add 11.16% 1,935 0.01
≡ EMBC - Embecta Corp Add 3.25% 71,209 0.01
≡ FICO - Fair Isaac Corp. Add 8.29% 210 0.00
Q3  2025
≡ UNH - United Health Group Inc. Add 35.34% 45,588 0.22
≡ CRMT - America's Car Mart Inc. Add 1109.09% 122,000 0.05
≡ CPRT - Copart Inc. Buy 75,195 0.05
≡ FICO - Fair Isaac Corp. Buy 2,534 0.05
≡ MRSH - Marsh Buy 17,345 0.05
≡ VRSK - Verisk Analytics Inc. Buy 13,160 0.05
≡ CLX - Clorox Co. Add 30.49% 13,785 0.02
≡ SPY - SPDR S&P 500 ETF Trust Add 27.52% 964 0.01
≡ GOLD - Gold.com Buy 9,000 0.00
Q2  2025
≡ UNH - United Health Group Inc. Buy 129,000 0.54
≡ MCO - Moody's Corp. Add 61.99% 4,755 0.03
≡ MSCI - MSCI Inc. Add 53.31% 3,790 0.03
≡ HSY - Hershey Co. Add 44.50% 11,780 0.03
≡ CLX - Clorox Co. Add 37.21% 12,260 0.02
≡ AON - Aon Plc Add 10.67% 1,245 0.01
≡ OLN - Olin Corp. Add 1.00% 40,133 0.01
≡ AMPY - Amplify Energy Corp. Add 26.32% 50,000 0.00
≡ LEGH - Legacy Housing Corp. Add 17.65% 9,000 0.00
≡ MA - Mastercard Inc. Add 4.85% 540 0.00
≡ EAF - GrafTech International Ltd. Add 1.19% 12,749 0.00
≡ EMBC - Embecta Corp Add 0.68% 16,069 0.00
Q1  2025
≡ OLN - Olin Corp. Add 3.14% 122,247 0.04
≡ PEP - PepsiCo Inc. Add 0.50% 10,434 0.02
≡ HSY - Hershey Co. Add 20.59% 4,520 0.01
≡ DVN - Devon Energy Corp. Add 2.01% 12,749 0.01
≡ DAR - Darling Ingredients Inc. Add 1.84% 28,643 0.01
≡ CLX - Clorox Co. Add 5.10% 1,600 0.00
≡ EAF - GrafTech International Ltd. Add 0.56% 5,921 0.00
≡ ELV - Elevance Health Inc. Add 0.13% 435 0.00
≡ WBD - Warner Bros. Discovery Inc. Add 0.02% 1,737 0.00
Q4  2024
≡ EOG - EOG Resources Add 10.30% 168,723 0.24
≡ COP - ConocoPhillips Add 11.86% 199,710 0.23
≡ FANG - Diamondback Energy Inc. Add 9.34% 118,603 0.23
≡ SPY - SPDR S&P 500 ETF Trust Add 466.87% 31,472 0.21
Q3  2024
≡ TLN - Talen Energy Corp Buy 444,900 0.81
≡ KVUE - Kenvue Inc Add 2.85% 232,631 0.06
≡ SPY - SPDR S&P 500 ETF Trust Add 15.88% 924 0.01
≡ BRK.A - Berkshire Hathaway CL A Add 7.14% 1 0.01
≡ CRMT - America's Car Mart Inc. Add 10.34% 3,000 0.00
≡ CLX - Clorox Co. Add 0.96% 300 0.00
≡ V - Visa Inc. Buy 732 0.00
Q2  2024
≡ KVUE - Kenvue Inc Add 30.06% 1,883,457 0.32
≡ XOM - Exxon Mobil Corp. Add 34.95% 42,085 0.05
≡ BRK.B - Berkshire Hathaway CL B Add 1.41% 9,514 0.04
≡ MSCI - MSCI Inc. Buy 7,110 0.03
≡ WBD - Warner Bros. Discovery Inc. Add 1.25% 100,565 0.01
≡ K-OLD - Kellanova Add 0.49% 10,510 0.01
≡ CSCO - Cisco Systems Add 0.14% 1,774 0.00
≡ DAR - Darling Ingredients Inc. Add 0.03% 651 0.00