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
New positions (1)
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
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.