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
FOX Twenty-First Century Fox Inc 2014-12-31 Add0.37%$30.71 - $37.495
($34.08)
$ 32.74-4%Add 10.34%25,183,900
FOXA Twenty-First Century Fox Inc 2014-06-30 Reduce-1.92%$31.65 - $36.21
($33.99)
$ 33.70-1%Reduce -24.57%44,223,525
FOXA Twenty-First Century Fox Inc 2014-03-31 Reduce-0.54%$30.73 - $35.63
($32.76)
$ 33.703%Reduce -6.00%58,629,098
FOXA Twenty-First Century Fox Inc 2014-12-31 Reduce-0.35%$31.77 - $39.01
($35.38)
$ 33.70-5%Reduce -5.88%39,213,870
FOXA Twenty-First Century Fox Inc 2013-12-31 Reduce-1.26%$32.2 - $35.18
($33.7)
$ 33.700%Reduce -11.85%62,371,951
FOXA Twenty-First Century Fox Inc 2014-09-30 Reduce-0.36%$31.3 - $36.3
($34.57)
$ 33.70-3%Reduce -5.79%41,664,484
FOXA Twenty-First Century Fox Inc 2013-09-30 Buy 10.6%$29.21 - $33.26
($31.48)
$ 33.707%New holding70,753,947
FTI FMC Technologies Inc 2010-06-30 Sold Out -0.01%$23.8 - $36.66
($30.2)
$ 37.4519%Sold Out0
FTI FMC Technologies Inc 2010-03-31 Buy 0.01%$26.59 - $32.68
($29.13)
$ 37.4522%New holding3,952
GLW Corning Inc 2010-09-30 Buy 1.1%$15.68 - $19.24
($17.27)
$ 22.7424%New holding2,832,072
GLW Corning Inc 2011-09-30 Add0.92%$12.13 - $18.31
($15.01)
$ 22.7434%Add 222.99%10,576,889
GLW Corning Inc 2014-06-30 Reduce-0.24%$20.38 - $22
($21.2)
$ 22.747%Reduce -38.04%4,513,066
GLW Corning Inc 2011-12-31 Add0.14%$11.88 - $15.53
($13.79)
$ 22.7439%Add 11.66%11,809,832
GLW Corning Inc 2012-03-31 Add0.14%$12.61 - $14.62
($12.83)
$ 22.7444%Add 11.83%13,206,404
GLW Corning Inc 2014-03-31 Reduce-0.54%$17.05 - $20.61
($18.71)
$ 22.7418%Reduce -49.50%7,283,861
GS Goldman Sachs Group Inc 2014-03-31 Reduce-0.19%$159.82 - $179.37
($168.61)
$ 188.0610%Reduce -38.68%403,000
GS Goldman Sachs Group Inc 2011-12-31 Buy 0.5%$87.7 - $116.4
($97.5)
$ 188.0648%New holding674,000
HD Home Depot Inc 2010-03-31 Sold Out -0.06%$27.34 - $32.75
($30.08)
$ 113.8674%Sold Out0
HD Home Depot Inc 2009-06-30 Reduce-0.04%$22.68 - $26.34
($24.69)
$ 113.8678%Reduce -32.07%51,900
HPQ Hewlett-Packard Co 2014-03-31 Reduce-0.21%$27.45 - $32.56
($29.5)
$ 31.496%Reduce -30.65%4,061,279
Premium Real Time Picks are included for Premium Members only!!
*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)
PG02,583,970
PEP02,551,640
KO01,742,770
ORCL01,711,710
CSCO01,589,080
FOXA01,506,010
SYY01,255,470
MSFT01,021,450
FOX0929,034
JNJ0900,490
» More Current Portfolio

Donald Yacktman's Sector Weightings:


select * from (select sec,round(sum(position),1) as secweight, round(sum(if(impact>0 or null,impact,0)),1) as buyimpact, round(sum(if(impact<0 or NULL, impact,0)),1) as sellimpact from (SELECT round(stock_list.industry/100000,0) as sec , `inst_holdings`.* FROM `inst_holdings`,stock_list where `inst_holdings`.symbol=stock_list.symbol and stock_list.exchange=inst_holdings.exchange and inst_holdings.guru_id = 91 and portdate='2014-12-31' and inst_holdings.verified=1) as a group by sec) as b, (select sector,sectorcode from morn_industry group by sectorcode) as c where b.sec=c.sectorcode order by secweight desc
SectorsSector Weightings (%)
Consumer Defensive 39% 39%
Consumer Cyclical 15.4% 15.4%
Healthcare 11.8% 11.8%
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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