13F filing recap · Q1 2025
What did Yacktman Asset Management buy in Q1 2025?
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
$7.61B
Positions
70
Estimated turnover
12.3%
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 exited Corning entirely and trimmed a broad swath of holdings, with the most substantial reductions in State Street, Bank of New York Mellon, Cisco Systems, Wells Fargo, Goldman Sachs, and the SPDR S&P 500 ETF. It also made significant cuts to Booking Holdings and Oracle. The firm added modestly to PepsiCo, Elevance Health, Olin, Warner Bros. Discovery, Darling Ingredients, Devon Energy, GrafTech, and Clorox, while increasing Hershey more substantially.