13F filing recap · Q3 2025
What did Yacktman Asset Management buy in Q3 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
$7.26B
Positions
70
Estimated turnover
8.6%
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 Graftech International, Fair Isaac, Marsh & McLennan, Copart, Verisk Analytics, and Gold.com, while exiting Berkshire Hathaway, Booking Holdings, Exxon Mobil, Hershey, and Oracle. The firm substantially increased its UnitedHealth Group stake and dramatically added to America’s Car-Mart. It trimmed a wide range of holdings, with moderate reductions in Talen Energy, Armstrong World Industries, eBay, L3Harris Technologies, State Street, Northrop Grumman, and others.