Investments: YACKTMAN ASSET MANAGEMENT LP

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
7.121.929.713 $-132.831.518 $7.254.761.231 $-149.079.527 $7.441.548.444 $-162.771.569 $7.604.320.013 $+7.604.320.013 $
BANK OF AMERICA CORP /DE/BAC2.788.337.815 $-134.696.500 $2.923.034.315 $-164.688.176 $3.087.722.491 $-232.890.485 $3.320.612.976 $+3.320.612.976 $
MICROSOFT CORPMSFT466.125.047 $-66.336.876 $532.461.923 $-17.307.443 $549.769.366 $+97.995.009 $451.774.357 $+451.774.357 $
Fox CorpFOXA449.481.273 $+21.404.230 $428.077.043 $+14.900.503 $413.176.540 $-31.957.896 $445.134.436 $+445.134.436 $
SCHWAB CHARLES CORPSCHW393.299.711 $-7.163.143 $400.462.854 $-16.081.870 $416.544.724 $+47.920.838 $368.623.886 $+368.623.886 $
PROCTER & GAMBLE CoPG274.919.168 $-23.449.157 $298.368.325 $-23.217.661 $321.585.986 $-39.272.911 $360.858.897 $+360.858.897 $
ALPHA PRO TECH LTDAPT354.533.437 $+70.453.551 $284.079.886 $+56.833.185 $227.246.701 $+7.829.165 $219.417.536 $+219.417.536 $
PEPSICO INCPEP291.149.121 $+1.798.763 $289.350.358 $+11.090.318 $278.260.040 $-38.579.074 $316.839.114 $+316.839.114 $
JOHNSON & JOHNSONJNJ259.235.060 $+20.556.061 $238.678.999 $+30.399.242 $208.279.757 $-19.328.867 $227.608.624 $+227.608.624 $
NEWS CORPNWSA191.680.623 $-36.531.370 $228.211.993 $-13.377.047 $241.589.040 $+9.193.772 $232.395.268 $+232.395.268 $
Ingredion IncINGR156.972.090 $-19.121.031 $176.093.121 $-37.845.530 $213.938.651 $-2.009.972 $215.948.623 $+215.948.623 $
BERKSHIRE HATHAWAY INCBRK-B157.346.037 $-3.709.738 $161.055.775 $-7.200.808 $168.256.583 $-43.592.950 $211.849.533 $+211.849.533 $
CONOCOPHILLIPSCOP145.086.420 $-5.098.190 $150.184.610 $+4.267.729 $145.916.881 $-31.171.939 $177.088.820 $+177.088.820 $
Walt Disney CoDIS151.759.623 $-3.714.007 $155.473.630 $-21.171.708 $176.645.338 $+30.839.055 $145.806.283 $+145.806.283 $
COCA COLA COKO147.415.302 $+5.740.727 $141.674.575 $-15.146.479 $156.821.054 $-3.580.817 $160.401.871 $+160.401.871 $
Talen Energy CorpTLN134.942.400 $-18.236.938 $153.179.338 $+24.164.689 $129.014.649 $+40.181.466 $88.833.183 $+88.833.183 $
STATE STREET CORPSTT117.857.731 $-4.168.548 $122.026.279 $-6.486.036 $128.512.315 $+17.723.237 $110.789.078 $+110.789.078 $
BlackRock, Inc.BLK111.279.081 $+111.279.081 $
LOCKHEED MARTIN CORPLMT103.734.156 $-4.535.008 $108.269.164 $+5.167.253 $103.101.911 $-4.810.717 $107.912.628 $+107.912.628 $
SYSCO CORPSYY90.167.452 $-12.984.477 $103.151.929 $+3.308.356 $99.843.573 $-1.604.429 $101.448.002 $+101.448.002 $
OLIN CorpOLN81.701.884 $-17.612.224 $99.314.108 $+17.741.154 $81.572.954 $-15.877.736 $97.450.690 $+97.450.690 $
COLGATE PALMOLIVE COCL62.212.446 $-1.251.920 $63.464.366 $-9.473.794 $72.938.160 $-2.246.720 $75.184.880 $+75.184.880 $
UNITEDHEALTH GROUP INCUNH55.309.931 $-4.975.305 $60.285.236 $+20.041.106 $40.244.130 $+40.244.130 $
Bank of New York Mellon CorpBK42.458.292 $-551.380 $43.009.672 $-6.110.553 $49.120.225 $+989.916 $48.130.309 $+48.130.309 $
COMCAST CORPCMCSA34.717.235 $-2.012.745 $36.729.980 $-7.650.535 $44.380.515 $-1.504.635 $45.885.150 $+45.885.150 $
ORACLE CORPORCL23.137.176 $+7.595.058 $15.542.118 $+15.542.118 $
GRAFTECH INTERNATIONAL LTDEAF15.486.347 $+1.782.557 $13.703.790 $+3.174.241 $10.529.549 $+1.174.609 $9.354.940 $+9.354.940 $
UNILEVER PLCUL12.805.545 $-1.164.913 $13.970.458 $-676.087 $14.646.545 $-265.430 $14.911.975 $+14.911.975 $
Mastercard IncMA6.662.170 $+24.157 $6.638.013 $+80.173 $6.557.840 $+457.264 $6.100.576 $+6.100.576 $
Booking Holdings Inc.BKNG6.455.003 $+1.193.912 $5.261.091 $+5.261.091 $
HERSHEY COHSY6.347.587 $+1.820.423 $4.527.164 $+4.527.164 $
GOLDMAN SACHS GROUP INCGS4.381.815 $-1.113.000 $5.494.815 $-662.610 $6.157.425 $+1.310.194 $4.847.231 $+4.847.231 $
Aon plcAON4.557.445 $-47.786 $4.605.231 $-2.324 $4.607.555 $-49.825 $4.657.380 $+4.657.380 $
FAIR ISAAC CORPFICO4.639.061 $+846.854 $3.792.207 $+3.792.207 $
COPART INCCPRT3.921.656 $+540.137 $3.381.519 $+3.381.519 $
Legacy Housing CorpLEGH3.429.176 $+1.778.576 $1.650.600 $+291.000 $1.359.600 $+73.380 $1.286.220 $+1.286.220 $
VERIZON COMMUNICATIONS INCVZ1.629.200 $-128.800 $1.758.000 $-448.770 $2.206.770 $-151.950 $2.358.720 $+2.358.720 $
TELEDYNE TECHNOLOGIES INCTDY1.072.533 $-333.963 $1.406.496 $-386.589 $1.793.085 $-446.610 $2.239.695 $+2.239.695 $
EXXON MOBIL CORPXOM1.767.920 $-182.532 $1.950.452 $+1.950.452 $
NORTHERN TRUST CORPNTRS1.297.605 $+18.905 $1.278.700 $+74.195 $1.204.505 $+267.330 $937.175 $+937.175 $
CATO CORPCATO325.825 $-118.098 $443.923 $+147.623 $296.300 $-54.832 $351.132 $+351.132 $
7.121.929.713 $-132.831.518 $7.254.761.231 $-149.079.527 $7.441.548.444 $-162.771.569 $7.604.320.013 $+7.604.320.013 $
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