What did Yacktman Asset Management actually do?

A source-backed history of material decisions from Yacktman Asset Management. We preserve the sequence and observed outcomes instead of compressing judgment into a guru grade.

Material decisions: 14
Stocks observed: 7
Outcomes observed: 14

Each outcome preserves the stock’s post-disclosure excess return over the fixed observation window. The evidence stays decision-level; it is not rolled into a manager score.

Observed decisions and outcomes

Q2 2026
filed Aug 11, 2026
42d lag
BRK/BADD+268.8%
Yacktman Asset Management · 7.2% of reported portfolio
Original SEC filing ↗
-1.3% vs SPY
37 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 11, 2026
42d lag
INTUADD+6561.4%
Yacktman Asset Management · 1.6% of reported portfolio
Original SEC filing ↗
-15.9% vs SPY
37 sessions after disclosure
direction not supported so far
Q1 2026
filed May 1, 2026
31d lag
WBDEXITEXIT
Yacktman Asset Management · 0.7% of reported portfolio
Original SEC filing ↗
-9.0% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2025
filed Feb 3, 2026
34d lag
WBDTRIM-75.7%
Yacktman Asset Management · 2.0% of reported portfolio
Original SEC filing ↗
-5.1% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2025
filed Nov 4, 2025
35d lag
UNHADD+35.3%
Yacktman Asset Management · 0.8% of reported portfolio
Original SEC filing ↗
-17.8% vs SPY
63 sessions after disclosure
direction not supported so far
Q2 2025
filed Aug 6, 2025
37d lag
UNHNEWNEW
Yacktman Asset Management · 0.5% of reported portfolio
Original SEC filing ↗
+29.0% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed Apr 30, 2025
30d lag
BRK/BTRIM-20.1%
Yacktman Asset Management · 2.5% of reported portfolio
Original SEC filing ↗
-24.5% vs SPY
63 sessions after disclosure
direction supported so far
Q1 2025
filed Apr 30, 2025
30d lag
WFCTRIM-85.0%
Yacktman Asset Management · 0.9% of reported portfolio
Original SEC filing ↗
-0.6% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Jan 29, 2025
29d lag
GOOGTRIM-20.4%
Yacktman Asset Management · 3.7% of reported portfolio
Original SEC filing ↗
-12.4% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Jan 29, 2025
29d lag
ORCLTRIM-73.3%
Yacktman Asset Management · 1.1% of reported portfolio
Original SEC filing ↗
-9.0% vs SPY
63 sessions after disclosure
direction supported so far
Q4 2024
filed Jan 29, 2025
29d lag
WFCTRIM-42.2%
Yacktman Asset Management · 1.1% of reported portfolio
Original SEC filing ↗
-1.4% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Oct 30, 2024
30d lag
GOOGTRIM-39.7%
Yacktman Asset Management · 6.1% of reported portfolio
Original SEC filing ↗
+12.0% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Oct 30, 2024
30d lag
WFCTRIM-26.6%
Yacktman Asset Management · 1.4% of reported portfolio
Original SEC filing ↗
+15.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Oct 30, 2024
30d lag
ORCLTRIM-26.8%
Yacktman Asset Management · 1.2% of reported portfolio
Original SEC filing ↗
-4.8% vs SPY
63 sessions after disclosure
direction supported so far

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The evidence is limited to selected widely owned U.S.-listed securities in Form 13F filings. Filing dates can trail quarter end by up to 45 days in the normal reporting cycle, and the filings do not disclose transaction dates, prices, or intent.