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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 Sep 30, 2024
4,071 Followers
Donald Yacktman Yacktman Asset Management LP
Hedge Fund Manager
Ranked #14 out of 487 Hedge Fund Managers
Portfolio Gain
+252.59%
Since Jan 2016
Sharpe Ratio
4.56
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$9.75B
Donald Yacktman manages more assets than 78% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+28.46%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
16.97% Energy
16.50% Consumer Defensive
14.15% Communication Services
13.02% Financial
12.95% Technology
7.67% Industrial Goods
5.12% Basic Materials
4.54% Healthcare
3.36% Consumer Cyclical
0.81% Utilities
0.04% General
A breakdown of Yacktman Asset Management LP's portfolio by sector
Yacktman Asset Management LP Portfolio Activity
Verizon
Not Changed
Communication Services
$41.88
($38.70-$45.05)
-5.81%
0.00%
2.34M
0.02%
Warner Bros
Reduced
Communication Services
$7.79
($6.64-$8.94)
+11.76%
-5.78%
63.37M
0.65%
Teledyne Technologies
Reduced
Technology
$410.42
($381.03-$439.81)
+7.42%
-54.55%
3.28M
0.03%
Reading International
Reduced
Communication Services
$1.59
($1.30-$1.89)
-14.11%
-5.00%
774.25K
<0.01%
Olin
Reduced
Basic Materials
$45.11
($39.47-$50.75)
-13.33%
-6.94%
188.08M
1.92%
Microsoft
Reduced
Technology
$426.96
($385.58-$468.35)
-3.56%
-18.55%
537.20M
5.51%
L3Harris Technologies
Reduced
Industrial Goods
$233.68
($221.76-$245.59)
+3.84%
-1.12%
152.40M
1.56%
Embecta Corporation
Reduced
Healthcare
$14.39
($11.46-$17.33)
+3.69%
-10.29%
35.61M
0.37%
Mastercard
Not Changed
Financial
$465.33
($428.86-$501.80)
+5.83%
0.00%
5.50M
0.06%
Northern
Not Changed
Financial
$86.81
($80.81-$92.81)
+19.52%
0.00%
855.28K
<0.01%
See a list of Yacktman Asset Management LP's holdings, as reported to the SEC on Sep 30, 2024. 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 252.59%.
What is Yacktman Asset Management LP’s Sharpe Ratio?
Yacktman Asset Management LP’s Sharpe Ratio is 4.56.
What is Yacktman Asset Management LP’s portfolio value?
Yacktman Asset Management LP’s portfolio value is $9.75B.
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 4.22%.
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 24.27%.
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 28.46%.
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 Sep 30, 2024.
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 $9.75B.
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.
Disclosure on Hedge Fund Expert Ranking:
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.
Disclosure on Hedge Fund Expert Ranking:
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.