13F filing recap · Q2 2025
What did Yacktman Asset Management buy in Q2 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
$7.44B
Positions
70
Estimated turnover
6.2%
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 a new position in UnitedHealth Group and exited Gold.com entirely. The firm trimmed Canadian Natural Resources, Berkshire Hathaway, and Cisco Systems, while making slight reductions across a broad list of holdings including Microsoft, Schwab Charles, Procter & Gamble, and Alphabet. It added substantially to Hershey, MSCI, Moody’s, and Clorox, and also increased Olin, Embecta, Graftech, Mastercard, Aon, Legacy Housing, and Amplify Energy.