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Yacktman Asset Management LP - Donald Yacktman

Yacktman Asset Management LP a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
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Donald Yacktman

Donald Yacktman
Yacktman Asset Management LP

Hedge Fund Manager
Ranked #6 out of 487 Hedge Fund Managers

Portfolio Gain

+220.65%
Since Jan 2016

Sharpe Ratio

4.42
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$10.75B
Donald Yacktman manages more assets than 80% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

+26.61%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
20.16% Energy
14.70% Communication Services
14.69% Consumer Defensive
12.96% Financial
12.68% Technology
6.38% Industrial Goods
5.60% Basic Materials
4.35% Healthcare
2.78% Consumer Cyclical
0.25% General
A breakdown of Yacktman Asset Management LP's portfolio by sector

Yacktman Asset Management LP Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
SPDR S&P 500 ETF Trust
Added
General
$443.38
($409.21-$477.55)
+6.27%
+609.29%
27.48M
0.25%
Altria Group
Not Changed
Consumer Defensive
$41.29
($39.06-$43.52)
+3.27%
0.00%
233.97K
<0.01%
Amerco
Reduced
Industrial Goods
$60.55
($48.07-$73.03)
-13.02%
-18.61%
39.38M
0.37%
America's Car-Mart
Added
Consumer Cyclical
$75.88
($58.12-$93.63)
-25.30%
+70.00%
2.58M
0.02%
Armstrong World
Reduced
Industrial Goods
$84.05
($68.35-$99.75)
+17.89%
-0.87%
114.17M
1.06%
Bank of New York Mellon Corporation
Reduced
Financial
$45.99
($39.66-$52.31)
+4.55%
-0.37%
196.69M
1.81%
Berkshire Hathaway A
Not Changed
Financial
$531.26K
($502.00K-$560.51K)
+10.23%
0.00%
7.60M
0.07%
Canadian Natural
Reduced
Energy
$63.95
($59.17-$68.74)
+19.38%
-0.99%
978.20M
9.00%
The Cato
Not Changed
Consumer Cyclical
$7.17
($6.54-$7.80)
-31.11%
0.00%
752.88K
<0.01%
Cisco Systems
Reduced
Technology
$50.39
($46.20-$54.59)
-3.63%
-1.14%
69.00M
0.63%
See a list of Yacktman Asset Management LP's holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details

Measured Performance

Compare Yacktman Asset Management LP's performance with other Hedge Funds and the S&P 500

Yacktman Asset Management LP activity FAQ

What is Yacktman Asset Management LP’s portfolio gain since Jun 2013?
Yacktman Asset Management LP’s portfolio gain since Jun 2013 was 220.65%.
    What is Yacktman Asset Management LP’s Sharpe Ratio?
    Yacktman Asset Management LP’s Sharpe Ratio is 4.42.
      What is Yacktman Asset Management LP’s portfolio value?
      Yacktman Asset Management LP’s portfolio value is $10.75B.
        What is Yacktman Asset Management LP’s average return since the fund’s last 13F filing?
        Yacktman Asset Management LP’s average return since the fund’s last 13F filing is 7.23%.
          What was Yacktman Asset Management LP’s average return in the last 12 months?
          Yacktman Asset Management LP’s average return in the last 12 months was 17.95%.
            What was Yacktman Asset Management LP’s average return in the last 3 years?
            Yacktman Asset Management LP’s average return in the last 3 years was 26.61%.
              When was the most recent most recent 13F form submitted by Yacktman Asset Management LP?
              Yacktman Asset Management LP's most recent 13F form was submitted on Dec 31, 2023.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Donald Yacktman Net Worth?
                  Donald Yacktman is Managing Yacktman Asset Management LP which has a net worth of $10.75B.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Donald Yacktman and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

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                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.