Yacktman Asset Management
Buys durable, cash-generative businesses and holds large cash balances when it cannot. Founded by Donald Yacktman and run since 2016 by Stephen Yacktman, so the recent record is not the founder's.
Positions as of Q2 2019; 2629 days ago.
Next disclosure due ~14 Nov 2019. Anything here may already have been sold.
Largest 5 are 46.19% of the book
US-listed shares only. A manager’s real portfolio is larger than this: bonds, foreign listings, cash and private businesses are not reported here, and short positions are never disclosed.
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| Company | Value | Shares | Weight | Change |
|---|---|---|---|---|
| PGProcter & Gamble | $1.04B | 9,488,547 | 12.49% | −13.86%Trimmed |
| PEPPepsiCo, Inc. | $876.17M | 6,681,723 | 10.52% | −10.75%Trimmed |
44 more positions, included withMeasure