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AMG Yacktman Fund (Don Yacktman) - FilingSpy

Don Yacktman

AMG Yacktman Fund

Don Yacktman

$5.54B

Overview Activity Holdings

AUM

$5.54B

Positions

47

Top Position

BOL 9.1%

Top 10

45%

Activity Summary

1 New positions 19 Decreased 1 Exited

Notable Trades

Largest New

EAF

Graftech International Ltd

$8.97M

Largest Exit

EAF

Graftech International Ltd

7.00M shares

Biggest Decrease

BNR

Brenntag SE

-900.0K shares

Portfolio Composition

BOL9.1%

CNQ6.3%

MSFT5.8%

SCHW4.6%

PG3.4%

3.3%

FOX3.2%

PEP3.0%

Other (37)54.8%