Yacktman Portfolio 2023
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Yacktman
Yacktman Asset Management Holdings Strategy: Value Investor, Long Term InvestorAfter graduating from Harvard Business School, Donald Yacktman began his investment career in 1968 at Stein Roe and Farnham. After 14 years as a portfolio manager, he left to go to Vincent Chesley's firm. He was so successful that he got Morningstarβs award best portfolio manager 1991. Yacktman founded the company Yacktman Asset Management in 1992 and his son Stephen joined a year later. Since then his son has increasingly taken on responsibility for managing it. In 1999 they became equal partners in the company. Their strategy is to look for stocks that are sustainable for a very long time, they call it "Risk Adjusted Forward Returns". They look at the growth rate, profitability, and reinvestment rates to determine probabilities for future returns. Donald Yacktman's investment portfolio showcases his strategic picks across various sectors, signaling a diversified approach to maximization and wealth growth. Leading his top investments is Canadian Natural Resources Ltd., taking up 9.7% of his portfolio, emphasizing a strong belief in energy sector profitability. Following closely is Microsoft Corporation, accounting for 6.1% of the portfolio, indicating confidence in technology and software innovation as key drivers of future gains. Alphabet Inc - Ordinary Shares - Class C, represents 4.7%, suggesting an investment inclination towards companies with dominant internet presence and digital advertising prowess. U-Haul Holding Company - Ordinary Shares - Series N at 4.3% highlights a preference for steady-eddy industries known for resilience in various economic climates. Lastly, News Corp - Ordinary Shares - Class A holds 4.0% of the portfolio, pointing towards a strategy that values media and publishing sectors' potential for steady cash flows and growth. This composition reflects Donald Yacktmanβs methodical investment philosophy, favoring a mix of high-growth tech stocks alongside stable, traditional businesses poised for consistent performance.
Track Yacktman, It's Free!Performance
1 Year
+14.16%
3 Years
-11.36%
5 Years
+33.96%
10 years
+107.28%
Sectors
Largest Holdings
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Dividend Kings 2024 The Most Elite Group of Dividend-Paying Stocks
See the list of stocks that have raised their payouts for 50 straight years
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Trades
Canadian Natural Resources Ltd. (CNQ)
- Sector: Crude Petroleum and Natural Gas Extraction
- % of Portfolio: 9.7%
- (Buy) $31.49 β +129.0% β$72.12 (Now)
Microsoft Corporation (MSFT)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 6.0%
- (Buy) $27.99 β +1361.8% β$409.14 (Now)
Alphabet Inc - Ordinary Shares - Class C (GOOG)
- Sector: All Other Telecommunications
- % of Portfolio: 4.6%
- (Buy) $59.47 β +127.4% β$135.24 (Now)
U-Haul Holding Company - Ordinary Shares - Series N (UHAL.B)
- Sector: General Freight Trucking, Local
- % of Portfolio: 4.4%
- (Buy) $54.98 β +19.8% β$65.86 (Now)
News Corp - Ordinary Shares - Class A (NWSA)
- Sector: Television Broadcasting
- % of Portfolio: 3.9%
- (Buy) $13.53 β +93.2% β$26.14 (Now)
Charles Schwab Corp. (SCHW)
- Sector: Investment Banking and Securities Dealing
- % of Portfolio: 3.9%
- (Buy) $58.22 β +17.1% β$68.19 (Now)
PepsiCo Inc (PEP)
- Sector: Soft Drink Manufacturing
- % of Portfolio: 3.7%
- (Buy) $71.84 β +127.0% β$163.11 (Now)
Procter & Gamble Co. (PG)
- Sector: Soap and Other Detergent Manufacturing
- % of Portfolio: 3.6%
- (Buy) $66.45 β +141.7% β$160.62 (Now)
Cognizant Technology Solutions Corp. - Ordinary Shares - Class A (CTSH)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 3.6%
- (Buy) $65.85 β +17.6% β$77.46 (Now)
Reliance Inc. (RS)
- Sector: Iron and Steel Mills and Ferroalloy Manufacturing
- % of Portfolio: 3.5%
- (Buy) $157.65 β +104.2% β$321.98 (Now)
Diamondback Energy Inc (FANG)
- Sector: Crude Petroleum and Natural Gas Extraction
- % of Portfolio: 2.5%
- (Buy) $128.24 β +42.6% β$182.81 (Now)
Berkshire Hathaway Inc. - Ordinary Shares - Class B (BRK.B)
- Sector: Offices of Other Holding Companies
- % of Portfolio: 2.5%
- (Buy) $224.72 β +79.1% β$402.39 (Now)
Pioneer Natural Resources Co. (PXD)
- Sector: Crude Petroleum and Natural Gas Extraction
- % of Portfolio: 2.4%
- (Buy) $223.03 β +8.2% β$241.38 (Now)
Ingredion Inc (INGR)
- Sector: Wet Corn Milling
- % of Portfolio: 2.3%
- (Buy) $79.64 β +46.0% β$116.29 (Now)
State Street Corp. (STT)
- Sector: Securities and Commodity Exchanges
- % of Portfolio: 2.2%
- (Buy) $55.02 β +31.3% β$72.25 (Now)
Olin Corp. (OLN)
- Sector: Other Chemical and Allied Products Merchant Wholesalers
- % of Portfolio: 2.2%
- (Buy) $53.18 β +7.7% β$57.30 (Now)
Johnson & Johnson (JNJ)
- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 2.2%
- (Buy) $65.84 β +141.3% β$158.87 (Now)
Fox Corporation - Ordinary Shares - Class B (FOX)
- Sector: Television Broadcasting
- % of Portfolio: 2.0%
- (Buy) $34.97 β -25.3% β$26.11 (Now)
EOG Resources, Inc. (EOG)
- Sector: Crude Petroleum and Natural Gas Extraction
- % of Portfolio: 1.9%
- (Buy) $114.49 β +2.9% β$117.85 (Now)
Bank Of New York Mellon Corp (BK)
- Sector: Securities and Commodity Exchanges
- % of Portfolio: 1.9%
- (Buy) $24.82 β +124.5% β$55.73 (Now)
Conoco Phillips (COP)
- Sector: Petroleum Refineries
- % of Portfolio: 1.8%
- (Buy) $54.82 β +105.7% β$112.74 (Now)
Anthem Inc (ANTM)
- Sector: Direct Health and Medical Insurance Carriers
- % of Portfolio: 1.7%
- (Buy) $125.03 β +286.0% β$482.58 (Now)
Northrop Grumman Corp. (NOC)
- Sector: Search, Detection, Navigation, Guidance, Aeronautical, and Nautical System and Instrument Manufacturing
- % of Portfolio: 1.7%
- (Buy) $303.41 β +50.4% β$456.40 (Now)
Walt Disney Co (The) (DIS)
- Sector:
- % of Portfolio: 1.6%
- (Buy) $124.63 β -11.6% β$110.18 (Now)
Tyson Foods, Inc. - Ordinary Shares - Class A (TSN)
- Sector: Dog and Cat Food Manufacturing
- % of Portfolio: 1.5%
- (Buy) $64.08 β -15.6% β$54.11 (Now)
Booking Holdings Inc (BKNG)
- Sector: Tobacco Manufacturing
- % of Portfolio: 1.5%
- (Buy) $1,788.50 β +94.5% β$3,477.76 (Now)
Oracle Corp. (ORCL)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 1.4%
- (Buy) $35.39 β +223.6% β$114.54 (Now)
Coca-Cola Co (KO)
- Sector: Soft Drink Manufacturing
- % of Portfolio: 1.4%
- (Buy) $37.64 β +57.9% β$59.44 (Now)
Weatherford International plc - Ordinary Shares - New (WFRD)
- Sector: Drilling Oil and Gas Wells
- % of Portfolio: 1.4%
- (Buy) $17.11 β +539.6% β$109.43 (Now)
Devon Energy Corp. (DVN)
- Sector: Crude Petroleum and Natural Gas Extraction
- % of Portfolio: 1.3%
- (Buy) $60.82 β -24.5% β$45.89 (Now)
Stock |
% of portfolio |
Average Buy Price |
Current Price |
Position | ||
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Options
Can't find any put or calls that Yacktman has in Yacktman Asset Management
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Metrics
Performance
1 Year
+14.16%
3 Years
-11.36%
5 Years
+33.96%
10 years
+107.28%
Averaged Ratio's of Portfolio Stocks
- Market Cap: $373 Billion
- Dividend Yield 2.09 %
- Beta 0.8429
- P/E Ratio 21.92
- Negative P/E Ratio -12.47
- Profit Margin 16.45%
- PEG 84.33
- Price to Sales Ratio 3.24
- Price to Book Ratio 5.07
- Enterprise Value to EBIT: 19.56
- Enterprise Value to Revenue 3.82
- Total Debt to Enterprise Value 0.19
- Debt to Equity 1.0945
- Quarterly Earnings Growth (YoY) -
- Return on Equity 24.15%
- Return on Assets 9.29%
- Return on Invested Capital 16.99%
Track Yacktman
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About Yacktman
After graduating from Harvard Business School, Donald Yacktman began his investment career in 1968 at Stein Roe and Farnham. After 14 years as a portfolio manager, he left to go to Vincent Chesley's firm. He was so successful that he got Morningstarβs award best portfolio manager 1991. Yacktman founded the company Yacktman Asset Management in 1992 and his son Stephen joined a year later. Since then his son has increasingly taken on responsibility for managing it. In 1999 they became equal partners in the company. Their strategy is to look for stocks that are sustainable for a very long time, they call it "Risk Adjusted Forward Returns". They look at the growth rate, profitability, and reinvestment rates to determine probabilities for future returns. Donald Yacktman's investment portfolio showcases his strategic picks across various sectors, signaling a diversified approach to maximization and wealth growth. Leading his top investments is Canadian Natural Resources Ltd., taking up 9.7% of his portfolio, emphasizing a strong belief in energy sector profitability. Following closely is Microsoft Corporation, accounting for 6.1% of the portfolio, indicating confidence in technology and software innovation as key drivers of future gains. Alphabet Inc - Ordinary Shares - Class C, represents 4.7%, suggesting an investment inclination towards companies with dominant internet presence and digital advertising prowess. U-Haul Holding Company - Ordinary Shares - Series N at 4.3% highlights a preference for steady-eddy industries known for resilience in various economic climates. Lastly, News Corp - Ordinary Shares - Class A holds 4.0% of the portfolio, pointing towards a strategy that values media and publishing sectors' potential for steady cash flows and growth. This composition reflects Donald Yacktmanβs methodical investment philosophy, favoring a mix of high-growth tech stocks alongside stable, traditional businesses poised for consistent performance.
Dividend Kings 2024 The Most Elite Group of Dividend-Paying Stocks
See the list of stocks that have raised their payouts for 50 straight years
See the list![](/static/images/articles/dividend-kings.webp)
Track Yacktman
Don't miss a trade. Get notified when Yacktman makes his next trade, It's Free!