Donald Yacktman

Donald Yacktman

Last Update: 02-02-2015
Related: Yacktman Focused Fund
Yacktman Fund

Number of Stocks: 51
Number of New Stocks: 2

Total Value: $24,118 Mil
Q/Q Turnover: 2%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $349/year. 7-Day FREE TRIAL

Donald Yacktman Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerupCompanyDate Action
Impact Price Range
(Average)*
Current Price Change from Average Comment Current Shares
BDX Becton Dickinson & Co 2013-03-31 Reduce-0.01%$79.45 - $95.61
($87.08)
$ 144.3340%Reduce -1.04%2,108,865
BRK.A Berkshire Hathaway Inc 2013-03-31 Reduce-0.07%$134060 - $156280
($148503)
$ 214490.0031%Reduce -73.45%30
BRK.B Berkshire Hathaway Inc 2013-03-31 Reduce-0.01%$89.7 - $104.2
($98.85)
$ 142.0930%Reduce -57.46%16,079
CHRW CH Robinson Worldwide Inc 2013-03-31 Add0.98%$55.98 - $67.92
($61.1)
$ 70.6514%Add 451.45%3,914,775
CL Colgate-Palmolive Co 2013-03-31 Reduce-0.12%$52.27 - $59.02
($55.58)
$ 69.1720%Reduce -20.27%1,540,000
CMCSK Comcast Corp 2013-03-31 Add0.01%$36.45 - $39.61
($38.1)
$ 59.2036%Add 0.52%8,685,907
CSCO Cisco Systems Inc 2013-03-31 Reduce$20.29 - $21.925
($21)
$ 28.8227%Reduce -0.01%52,439,220
EFX Equifax Inc 2013-03-31 Sold Out -0.01%$53.13 - $59.72
($56.39)
$ 98.4943%Sold Out0
GS Goldman Sachs Group Inc 2013-03-31 Reduce$130.94 - $158.65
($147.38)
$ 197.9926%Reduce -0.20%657,400
HPQ Hewlett-Packard Co 2013-03-31 Reduce-0.15%$15.02 - $23.84
($18.6)
$ 33.2644%Reduce -15.89%9,210,823
HRB H&R Block Inc 2013-03-31 Sold Out -0.95%$18.57 - $29.42
($23.95)
$ 32.2626%Sold Out0
IBM International Business Machines Corp 2013-03-31 Sold Out -0.0032%$191.55 - $215.8
($202.75)
$ 169.78-19%Sold Out0
INTC Intel Corp 2013-03-31 Add$20.23 - $22.68
($21.29)
$ 32.0834%Add 0.57%2,645,000
JNJ Johnson & Johnson 2013-03-31 Add0.57%$70.1 - $81.53
($75.58)
$ 101.0825%Add 16.02%9,740,875
JNS Janus Capital Group Inc 2013-03-31 Reduce-0.03%$8.95 - $9.83
($9.46)
$ 18.5149%Reduce -9.61%4,705,000
KO Coca-Cola Co 2013-03-31 Add1.29%$36.25 - $40.69
($38.16)
$ 40.897%Add 38.02%22,889,752
LUK Leucadia National Corp 2013-03-31 Sold Out -0.0021%$23.145 - $27.43
($25.46)
$ 23.05-10%Sold Out0
MDT Medtronic PLC 2013-03-31 Sold Out -0.1%$41.02 - $47.22
($45.42)
$ 77.6141%Sold Out0
MKL Markel Corporation 2013-03-31 Sold Out -0.0021%$433.42 - $508.85
($482.44)
$ 759.3436%Sold Out0
MSFT Microsoft Corp 2013-03-31 Add1.7%$26.46 - $28.605
($27.67)
$ 47.8742%Add 38.51%41,348,690
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

Donald Yacktman's Profile:

Mr. Yacktman is the President and Co-Chief Investment Officer of Yacktman Asset Management Co. He is also a Co-Manager for The Yacktman Funds. Prior to founding the firm in April, 1992, Mr. Yacktman served for ten years as the Senior Portfolio Manager of Selected Financial Services, Inc. During that time, he also served for nine years as the Portfolio Manager of the Selected American Shares mutual fund and was named Portfolio Manager of The Year by Morningstar in 1991. He joined Selected Financial Services, Inc. in 1982 from Stein Roe & Farnham where he had been a portfolio manager since 1968. Mr. Yacktman holds a B.S. Magna Cum Laude in economics from The University of Utah and an MBA with distinction from Harvard University.



Donald Yacktman's Performance:

Average Annual Return of The Yacktman Fund
5 Yrs 10 Yrs Since Inception
13.9% 10.3% 10.9%
» More Profile & Performance

Donald Yacktman's Current Portfolio:

Ticker Shares Value ($1000)
PG28,367,2012,583,970
PEP26,984,3072,551,640
KO41,278,3031,742,770
ORCL38,063,4421,711,710
CSCO57,130,3201,589,080
FOXA39,213,8701,506,010
SYY31,631,9211,255,470
MSFT21,990,3911,021,450
FOX25,183,900929,034
JNJ8,611,359900,490
» More Current Portfolio

Donald Yacktman's Sector Weightings:


SectorsSector Weightings (%)
Consumer Defensive 45.4% 45.4%
Consumer Cyclical 15.4% 15.4%
Healthcare 15% 15%
Financial Services 5.9% 5.9%
Energy 4.4% 4.4%
Technology 1.8% 1.8%
Communication Services 1.5% 1.5%
Basic Materials 0.9% 0.9%
» More Sector Weightings

Donald Yacktman's News:

» More Related News


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User Comments

Gurufocus
ReplyGurufocus - 1 year ago
Sm2200:

1. In top search box, type "Warren Buffett"
2. Select "Current Portfolio" in the drop down box
3. Click on "Undervalued" under the portfolio tab.
Sm2200
ReplySm2200 - 1 year ago
I did click on it. Now how do I change the guru and his portfolio from what I have now (Yacktman ) to another guru say Buffett or Tepper ?
Gurufocus
ReplyGurufocus - 1 year ago
After you open that link, it is where you want to be. Click on it to see.

Again it is here: http://www.gurufocus.com/holdings.php?GuruName=Donald+Yacktman&tab=underv
Sm2200
ReplySm2200 - 1 year ago
Please be more specific. After I open the hyperlink [www.gurufocus.com], where do I go ? What do I do?
Sm2200
ReplySm2200 - 1 year ago
What are the steps to select the above screen (UNDERVALUED STOCKS IN a GURUS PORTFOLIO ) for other gurus?
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