Long-term investor

Yacktman Asset Management LP @yacktmanassetmanagementl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000905567).

Record

  • Tracked since 2025-06-30 (445 days), 60 trades recorded
  • Returns: week n/a · month n/a · 90 days -1.7% · 6 months n/a · 1 year +8.5% · all +8.5%
  • Max drawdown n/a · win rate 27% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • CNQ · 8.0% · long · since 2025-06-30
  • BRK-B · 7.2% · long · since 2025-06-30
  • GOOG · 4.9% · long · since 2025-06-30
  • UHAL · 4.7% · long · since 2025-06-30
  • SCHW · 4.7% · long · since 2025-06-30
  • MSFT · 4.7% · long · since 2025-06-30
  • JNJ · 4.0% · long · since 2025-06-30
  • PG · 3.6% · long · since 2025-06-30
  • PEP · 3.5% · long · since 2025-06-30
  • FOX · 3.3% · long · since 2025-06-30
  • RS · 3.2% · long · since 2025-06-30
  • NWSA · 2.3% · long · since 2025-06-30

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