13F filing recap · Q3 2024
What did Yacktman Asset Management buy in Q3 2024?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every Yacktman-managed account, including accounts that belong to no fund below.
Stock value
$9.75B
Positions
71
Estimated turnover
14.9%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Yacktman Asset Management opened new positions in Talen Energy and Visa, while exiting First Hawaiian, Kellanova, and Micron Technology. The firm substantially trimmed Alphabet and Teledyne Technologies, and dramatically reduced Exxon Mobil. It also trimmed Microsoft, U-Haul Holding, Procter & Gamble, PepsiCo, and News Corporation, among others, and slightly increased Kenvue and Berkshire Hathaway.