What did Yacktman Asset Management buy in Q2 2025?

Yacktman Asset Management opened 1 new position (UNH) and added to 5 existing holdings in the Q2 2025 13F.

What did Yacktman Asset Management sell in Q2 2025?

Yacktman Asset Management exited 1 position (GOLD) and trimmed 1.

What Yacktman Asset Management bought and sold in Q2 2025

In Q2 2025, Yacktman Asset Management (Yacktman Asset Management) opened 1 new position — including UNH (0.5%), added to 5, trimmed 1, exited 1 (GOLD). The book stood at $7.44B across 70 positions, filed Aug 6, 2025.

1New5Added1Trimmed1Exited

Share𝕏 in

New positions (1)

UNHUnitedhealth Group Inc0.5% · $40M

Added to (5)

HSYHershey Co/the+45% shares · 0.1% · $6M
MSCIMsci Inc+53% shares · 0.1% · $6M
MCOMoody's Corp+62% shares · 0.1% · $6M
CLXClorox Company+37% shares · 0.1% · $5M
AMPYAmplify Energy Corp+26% shares · <0.1% · $768K

Trimmed (1)

TDYTeledyne Technologies Inc-22% shares · <0.1% · $2M

Exited (1)

GOLDGold.com Incwas <0.1% of book

Yacktman Asset Management's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q1 2025 changes Q4 2024 changes

Yacktman Asset Management's full portfolio →The whole cohort in Q2 2025 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.