Donald Yacktman

Donald Yacktman

Yacktman Asset Management LP

Yacktman Asset Management LP is the successor to Yacktman Asset Management Co., which was founded in 1992. Chief Investment Officer Stephen Yacktman leads our experienced investment team.
Period:  Q3, 2024
Filed Date:  Oct 30, 2024
Reported Date:  Sep 30, 2024
No. of Stocks:  71
Portfolio Value:  9.75B
StockActivityShare Change% Change to protfolio
Q3 2024

CRMT - America's car-mart inc

Add 10.34%32000-0.004

CLX - Clorox co

Add 0.96%314000.009

KVUE - Kenvue inc

Add 2.85%83814040.469
Talen energy corp
Buy4449000.813

V - Visa inc

Buy7320.002
Q2 2024

CNQ - Canadian natural resources ltd

Add 95.88%29456746-0.929

CSCO - Cisco systems inc

Add 0.14%1225258-0.027

DAR - Darling ingredients inc.

Add 0.03%1882834-0.172

XOM - Exxon mobil corp

Add 34.95%1624850.044

FOX - Fox corp

Add 0.02%87342200.279

K - Kellogg co

Add 0.49%21419130.013

KVUE - Kenvue inc

Add 30.06%81487730.128

MSCI - Msci inc

Buy71100.032

PEP - Pepsico inc

Add 0.02%2488359-0.234
Q1 2024

UL - Unilever plc

Add 3.09%2996300.009

CRMT - America's car-mart inc

Add 2.94%35000-0.003

AON - Aon plc

Buy116700.035

DVN - Devon energy corp/de

Add 2.11%33219020.174

EBAY - Ebay inc

Add 1.00%29519320.255

EMBC - Embecta corp

Add 5.44%2816428-0.119

FOX - Fox corp

Add 1.57%87320380.110

EAF - Graftech international ltd

Add 22.92%14654465-0.053

HSY - Hershey co

Add 115.20%219500.021

K - Kellogg co

Buy21314031.098

KVUE - Kenvue inc

Add 15.82%62653160.162

LEGH - Legacy housing corp

Add 6.67%160000-0.003

OLN - Olin corp

Add 0.74%42931880.202

TSN - Tyson foods, inc.

Add 2.17%30881180.170

V - Visa inc

Buy7320.002
Q4 2023

CRMT - America's car-mart inc

Add 70.00%340000.007

DVN - Devon energy corp/de

Add 6.86%32531630.020

FANG - Diamondback energy inc

Add 4.50%15204470.097

EOG - Eog resources inc

Add 4.82%17894330.000

EMBC - Embecta corp

Add 0.77%26712370.099

FHB - First hawaiian inc

Add 0.30%19366870.088

EAF - Graftech international ltd

Add 27.62%11922290-0.090

KVUE - Kenvue inc

Add 43.33%54094570.378

MAS - Masco corp

Add 29.97%4751830.114

SPY - Spdr® s&p 500 etf trust

Add 609.29%578140.223