Yacktman Fund
Yacktman Fund
Yacktman Fund
Last update 2018-10-12 29 Stocks (0 new)
Value $5.42 Bil Turnover 3 %
Top Holdings: PG (11.99%) 005935 (10.36%) ORCL (6.95%) JNJ (6.89%) KO (6.82%)
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Yacktman Fund Profile

The Yacktman Fund seeks long-term capital appreciation, and, to a lesser extent, current income. The Fund is non-diversified and mainly invests in common stocks of United States companies of any size, some, but not all of which, pay dividends. Yacktman employs a disciplined investment strategy, buying growth companies at what it believes to be low prices. Yacktman believes this approach combines the best features of "growth" and "value" investing. When they purchase stocks they generally search for companies they believe to possess one or more of the following three attributes: (1) good business; (2) shareholder-oriented management; or (3) low purchase price. We also track Yacktman Focused Fund and Yacktman's 13F filing .

Yacktman Fund Investing Philosophy

Good Business A good business may contain one or more of the following: High market share in principal product and/or service lines; A high cash return on tangible assets; Relatively low capital requirements allowing a business to generate cash while growing; Short customer repurchase cycles and long product cycles; and Unique franchise characteristics. Shareholder-Oriented Management Yacktman believes a shareholder-oriented management does not overcompensate itself and wisely allocates the cash the company generates. Yacktman looks for companies that: Reinvest in the business and still have excess cash; Make synergistic acquisitions; and Buy back stock. Low Purchase Price Yacktman looks for a stock that sells for less than what an investor would pay to buy the whole company. The stock prices of individual companies can vary significantly over short periods of time, and such price movements are not always correlated with changes in company fundamental performance. Accordingly, Yacktman generally prefers to wait for buying opportunities. Such opportunities do not always occur in correlation with overall market performance trends.

Yacktman Fund Total Holding History ($B)

Historical Allocation of Stock, Bonds, Cash

Performance of Yacktman Fund

YearReturn %S&P500 %Excess Gain %
No Data

Commentaries and Stories
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Yacktman Fund Expands 3 Positions in 3rd Quarter
Fund plunges into South Korean, French companies
0 Votes
198 Views    Sydnee Gatewood    2018-10-15 19:45
Yacktman Fund Trims Position in Klarman’s Twenty-First Century Fox in 2nd Quarter
Top sell is in Seth Klarman's Twenty-First Century Fox
0 Votes
150 Views    James Li    2018-07-16 21:04
Yacktman Fund Buys South Korea's KT&G Corp, France's Bollore
Value firm purchases shares of 2 companies in 1st quarter
0 Votes
313 Views    Holly LaFon    2018-04-17 21:02
Yacktman Fund Curbs Microsoft, Sysco Positions, Exits Walmart
Fund's largest sales of the 4th quarter
0 Votes
94 Views    Tiziano Frateschi    2018-01-17 21:21
Yacktman Fund Trims Positions in 4 Companies in 4th Quarter
Fund managers also eliminated Walmart and Intel from the portfolio
0 Votes
237 Views    James Li    2018-01-17 20:18
Yacktman Fund Adds to Infosys, Curbs Oracle, Exits Staples
The fund's largest 3rd-quarter trades
0 Votes
140 Views    Tiziano Frateschi    2017-10-17 16:56
Yacktman Funds Invest in French Transportation Company
Fund also establishes position in Micro Focus International
0 Votes
144 Views    Sydnee Gatewood    2017-10-17 15:47
Yacktman Fund Comments on Samsung
Guru stock highlight
0 Votes
37 Views    Holly LaFon    2017-08-15 19:42
Yacktman Fund Comments on Oracle
Guru stock highlight
0 Votes
41 Views    Holly LaFon    2017-08-15 19:42
Yacktman Fund Comments on Fox
Guru stock highlight
0 Votes
48 Views    Holly LaFon    2017-08-15 19:42

Top Ranked Articles
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"A Unique Period of Time," Revisited
15 Votes
1852 Views    The Science of Hitting    2014-09-22 13:48
Yacktman Funds Dramatically Cut Exposure to Market
Selling may indicate caution of markets
1 Votes
2357 Views    Holly LaFon    2016-01-18 21:14
Yacktman Funds Bet on IT Companies
The funds invested in Cognizant Technology, Infosys in 2nd quarter
1 Votes
591 Views    Sydnee Gatewood    2017-07-19 15:27
Yacktman Fund Comments on Cisco
Guru stock highlight
1 Votes
73 Views    Holly LaFon    2017-08-15 19:41
Stock Market Will Return Nothing According to Buffett Indicator: Market Valuations and Expected Returns – December 2015
The review of market valuation and risks with the key indicators
8 Votes
5014 Views    GuruFocus    2015-12-02 19:41
Texas-Sized Big Buys by Yacktman
2 Votes
1041 Views    Sally Jones    2013-05-03 14:39