Donald Yacktman – Yacktman Asset Management Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Yacktman Asset Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 06, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys – UnitedHealth Group Incorporated (UNH)
Increases – GrafTech International Ltd. (EAF), Amplify Energy Corp. (AMPY), Olin Corporation (OLN), Embecta Corp. (EMBC), Clorox Company (The) (CLX), and 6 more
Reductions – Berkshire Hathaway Inc. (BRK-A), Booking Holdings Inc. Common St (BKNG), Goldman Sachs Group, Inc. (The) (GS), Philip Morris International Inc (PM), SPDR S&P 500 (SPY), and 44 more
Complete Exits – A-Mark Precious Metals, Inc. (AMRK)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Yacktman Asset Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2025Jun 30, 2025 | UNH UnitedHealth Group Incorporated | Buy - Position Entry | +129,000 |
Q2 2025Jun 30, 2025 | EAF GrafTech International Ltd. | Buy | +127,490+1.2% |
Q2 2025Jun 30, 2025 | AMPY Amplify Energy Corp. | Buy | +50,000+26.3% |
Q2 2025Jun 30, 2025 | OLN Olin Corporation | Buy | +40,133+1.0% |
Q2 2025Jun 30, 2025 | EMBC Embecta Corp. | Buy | +16,069+0.7% |
Q2 2025Jun 30, 2025 | CLX Clorox Company (The) | Buy | +12,260+37.2% |
Q2 2025Jun 30, 2025 | HSY The Hershey Company | Buy | +11,780+44.5% |
Q2 2025Jun 30, 2025 | LEGH Legacy Housing Corporation | Buy | +9,000+17.6% |
Q2 2025Jun 30, 2025 | MCO Moody's Corporation | Buy | +4,755+62.0% |
Q2 2025Jun 30, 2025 | MSCI MSCI Inc. | Buy | +3,790+53.3% |
Q2 2025Jun 30, 2025 | AON Aon Plc | Buy | +1,245+10.7% |
Q2 2025Jun 30, 2025 | MA Mastercard Incorporated | Buy | +540+4.9% |
Q2 2025Jun 30, 2025 | BRK-A Berkshire Hathaway Inc. | Sell | -1-7.1% |
Q2 2025Jun 30, 2025 | BKNG Booking Holdings Inc. Common St | Sell | -27-2.4% |
Q2 2025Jun 30, 2025 | GS Goldman Sachs Group, Inc. (The) | Sell | -173-1.9% |
Q2 2025Jun 30, 2025 | PM Philip Morris International Inc | Sell | -601-8.2% |
Q2 2025Jun 30, 2025 | SPY SPDR S&P 500 | Sell | -699-16.6% |
Q2 2025Jun 30, 2025 | VZ Verizon Communications Inc. | Sell | -1,000-1.9% |
Q2 2025Jun 30, 2025 | TDY Teledyne Technologies Incorpora | Sell | -1,000-22.2% |
Q2 2025Jun 30, 2025 | ELV Elevance Health, Inc. | Sell | -1,128-0.3% |
Q2 2025Jun 30, 2025 | TLN Talen Energy | Sell | -1,200-0.3% |
Q2 2025Jun 30, 2025 | FANG Diamondback Energy, Inc. | Sell | -1,311-0.1% |
Q2 2025Jun 30, 2025 | CRMT America's Car-Mart, Inc. | Sell | -2,000-15.4% |
Q2 2025Jun 30, 2025 | UHAL U-Haul Holding Company | Sell | -2,720-0.8% |
Q2 2025Jun 30, 2025 | DVN Devon Energy Corporation | Sell | -3,935-0.6% |
Q2 2025Jun 30, 2025 | DAR Darling Ingredients Inc. | Sell | -3,957-0.3% |
Q2 2025Jun 30, 2025 | ORCL Oracle Corporation | Sell | -5,338-4.8% |
Q2 2025Jun 30, 2025 | PEP Pepsico, Inc. | Sell | -5,714-0.3% |
Q2 2025Jun 30, 2025 | WFC Wells Fargo & Company | Sell | -7,616-4.8% |
Q2 2025Jun 30, 2025 | UHAL-B U-Haul Holding Company Series N | Sell | -8,335-0.1% |