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, a seasoned investor known for his value investment strategy, maintains a portfolio with a diverse range of high-performing stocks. His top investment is in Canadian Natural Resources Ltd., a leading player in the oil and gas industry, reflecting confidence in energy sector resilience and growth prospects.Microsoft Corporation holds a key position in Yacktman's portfolio, demonstrating his belief in enduring tech giants with strong cash flows and market dominance. This choice aligns with long-term growth trends in technology and software services.Alphabet Inc - Ordinary Shares - Class C represents Yacktmanβs stake in the parent company of Google, signaling an emphasis on innovative companies at the forefront of internet services, advertising, and technology development.The inclusion of Charles Schwab Corp. indicates Yacktmanβs bullish stance on financial services and brokerage firms poised to benefit from market volatility and increased investor activity with sound business models.Lastly, U-Haul Holding Company - Ordinary Shares - Series N shows an interest in consumer service-based businesses that have sturdy operational frameworks and are integral to the housing and transportation sectors.This concise overview highlights Donald Yacktmanβs top five stock investments, painting a picture of a balanced portfolio that leans towards established companies with robust economic moats across technology, finance, energy, and consumer services. Potential investors analyzing these selections can glean insight into Yacktmanβs investment philosophy which weighs both stability and growth within varied industries.
Track Yacktman, It's Free!Performance
1 Year
+1.04%
3 Years
-20.76%
5 Years
+13.53%
10 years
+84.64%
Sectors
Largest Holdings
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Trades
Canadian Natural Resources Ltd. (CNQ)
- Sector: Crude Petroleum and Natural Gas Extraction
- % of Portfolio: 9.2%
- (Buy) $15.86 β +107.6% β$32.92 (Now)
Microsoft Corporation (MSFT)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 5.7%
- (Buy) $27.99 β +1311.8% β$395.15 (Now)
Alphabet Inc - Ordinary Shares - Class C (GOOG)
- Sector: All Other Telecommunications
- % of Portfolio: 5.4%
- (Buy) $59.47 β +170.1% β$160.64 (Now)
PepsiCo Inc (PEP)
- Sector: Soft Drink Manufacturing
- % of Portfolio: 4.1%
- (Buy) $71.84 β +142.2% β$174.04 (Now)
U-Haul Holding Company - Ordinary Shares - Series N (UHAL.B)
- Sector: General Freight Trucking, Local
- % of Portfolio: 4.1%
- (Buy) $54.98 β +10.6% β$60.81 (Now)
Procter & Gamble Co. (PG)
- Sector: Soap and Other Detergent Manufacturing
- % of Portfolio: 3.9%
- (Buy) $66.45 β +152.9% β$168.06 (Now)
News Corp - Ordinary Shares - Class A (NWSA)
- Sector: Television Broadcasting
- % of Portfolio: 3.5%
- (Buy) $13.53 β +87.8% β$25.41 (Now)
Charles Schwab Corp. (SCHW)
- Sector: Investment Banking and Securities Dealing
- % of Portfolio: 3.5%
- (Buy) $58.22 β +7.0% β$62.29 (Now)
Cognizant Technology Solutions Corp. - Ordinary Shares - Class A (CTSH)
- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 3.3%
- (Buy) $65.85 β +8.9% β$71.73 (Now)
Fox Corporation - Ordinary Shares - Class B (FOX)
- Sector: Television Broadcasting
- % of Portfolio: 2.8%
- (Buy) $34.89 β -2.4% β$34.04 (Now)
Reliance Inc. (RS)
- Sector: Iron and Steel Mills and Ferroalloy Manufacturing
- % of Portfolio: 2.7%
- (Buy) $157.65 β +80.1% β$283.99 (Now)
Berkshire Hathaway Inc. - Ordinary Shares - Class B (BRK.B)
- Sector: Offices of Other Holding Companies
- % of Portfolio: 2.6%
- (Buy) $226.69 β +79.0% β$405.77 (Now)
Diamondback Energy Inc (FANG)
- Sector: Crude Petroleum and Natural Gas Extraction
- % of Portfolio: 2.5%
- (Buy) $128.24 β +44.4% β$185.18 (Now)
Ingredion Inc (INGR)
- Sector: Wet Corn Milling
- % of Portfolio: 2.5%
- (Buy) $79.64 β +50.7% β$120.01 (Now)
State Street Corp. (STT)
- Sector: Securities and Commodity Exchanges
- % of Portfolio: 2.3%
- (Buy) $55.02 β +40.2% β$77.11 (Now)
Johnson & Johnson (JNJ)
- Sector: Pharmaceutical Preparation Manufacturing
- % of Portfolio: 2.3%
- (Buy) $65.84 β +144.9% β$161.25 (Now)
EOG Resources, Inc. (EOG)
- Sector: Crude Petroleum and Natural Gas Extraction
- % of Portfolio: 2.1%
- (Buy) $114.49 β +7.5% β$123.12 (Now)
Bank Of New York Mellon Corp (BK)
- Sector: Securities and Commodity Exchanges
- % of Portfolio: 2.0%
- (Buy) $24.82 β +147.4% β$61.42 (Now)
Tyson Foods, Inc. - Ordinary Shares - Class A (TSN)
- Sector: Dog and Cat Food Manufacturing
- % of Portfolio: 1.8%
- (Buy) $63.89 β -2.2% β$62.51 (Now)
Conoco Phillips (COP)
- Sector: Petroleum Refineries
- % of Portfolio: 1.8%
- (Buy) $54.82 β +90.7% β$104.57 (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 +62.4% β$492.63 (Now)
Lockheed Martin Corp. (LMT)
- Sector: Guided Missile and Space Vehicle Manufacturing
- % of Portfolio: 1.7%
- (Buy) $343.20 β +58.9% β$545.38 (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)
Coca-Cola Co (KO)
- Sector: Soft Drink Manufacturing
- % of Portfolio: 1.7%
- (Buy) $37.64 β +80.9% β$68.10 (Now)
Olin Corp. (OLN)
- Sector: Other Chemical and Allied Products Merchant Wholesalers
- % of Portfolio: 1.6%
- (Buy) $53.19 β -22.1% β$41.42 (Now)
EBay Inc. (EBAY)
- Sector: Software Publishers
- % of Portfolio: 1.5%
- (Buy) $51.61 β +5.9% β$54.66 (Now)
Kellanova Co (K)
- Sector: Breakfast Cereal Manufacturing
- % of Portfolio: 1.5%
- (Buy) $55.10 β +32.9% β$73.20 (Now)
Kenvue Inc (KVUE)
- Sector:
- % of Portfolio: 1.4%
- (Buy) $21.35 β -14.8% β$18.19 (Now)
L3Harris Technologies Inc (LHX)
- Sector: Search, Detection, Navigation, Guidance, Aeronautical, and Nautical System and Instrument Manufacturing
- % of Portfolio: 1.4%
- (Buy) $188.73 β +20.3% β$227.10 (Now)
Walt Disney Co (The) (DIS)
- Sector:
- % of Portfolio: 1.4%
- (Buy) $124.63 β -29.6% β$87.78 (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
+1.04%
3 Years
-20.76%
5 Years
+13.53%
10 years
+84.64%
Averaged Ratio's of Portfolio Stocks
- Market Cap: $432 Billion
- Dividend Yield 1.98 %
- Beta 0.6712
- P/E Ratio 23.33
- Negative P/E Ratio -25.55
- Profit Margin 17.15%
- PEG 228.68
- Price to Sales Ratio 3.35
- Price to Book Ratio 4.47
- Enterprise Value to EBIT: 17.95
- Enterprise Value to Revenue 4.15
- Total Debt to Enterprise Value NaN
- Debt to Equity NaN
- Quarterly Earnings Growth (YoY) -
- Return on Equity NaN%
- Return on Assets NaN%
- Return on Invested Capital NaN%
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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, a seasoned investor known for his value investment strategy, maintains a portfolio with a diverse range of high-performing stocks. His top investment is in Canadian Natural Resources Ltd., a leading player in the oil and gas industry, reflecting confidence in energy sector resilience and growth prospects.Microsoft Corporation holds a key position in Yacktman's portfolio, demonstrating his belief in enduring tech giants with strong cash flows and market dominance. This choice aligns with long-term growth trends in technology and software services.Alphabet Inc - Ordinary Shares - Class C represents Yacktmanβs stake in the parent company of Google, signaling an emphasis on innovative companies at the forefront of internet services, advertising, and technology development.The inclusion of Charles Schwab Corp. indicates Yacktmanβs bullish stance on financial services and brokerage firms poised to benefit from market volatility and increased investor activity with sound business models.Lastly, U-Haul Holding Company - Ordinary Shares - Series N shows an interest in consumer service-based businesses that have sturdy operational frameworks and are integral to the housing and transportation sectors.This concise overview highlights Donald Yacktmanβs top five stock investments, painting a picture of a balanced portfolio that leans towards established companies with robust economic moats across technology, finance, energy, and consumer services. Potential investors analyzing these selections can glean insight into Yacktmanβs investment philosophy which weighs both stability and growth within varied industries.
Track Yacktman
Don't miss a trade. Get notified when Yacktman makes his next trade, It's Free!