What Yacktman Asset Management bought and sold in Q3 2025
In Q3 2025, Yacktman Asset Management (Yacktman Asset Management) opened 6 new positions — including EAF (0.2%), FICO (0.1%), MRSH (<0.1%), added to 4, trimmed 6, exited 6 (ORCL, EAFEUR, BRK/A). The book stood at $7.26B across 70 positions, filed Nov 4, 2025.
6New4Added6Trimmed6Exited
New positions (6)
- EAFGraftech International Ltd0.2% · $14M
- FICOFair Isaac Corp0.1% · $4M
- MRSHMarsh & Mclennan Cos<0.1% · $3M
- CPRTCopart Inc<0.1% · $3M
- VRSKVerisk Analytics Inc<0.1% · $3M
- GOLDGold.com Inc<0.1% · $233K
Added to (4)
- UNHUnitedhealth Group Inc+35% shares · 0.8% · $60M
- CLXClorox Company+30% shares · 0.1% · $7M
- CRMTAmerica's Car-mart Inc+1109% shares · 0.1% · $4M
- SPYSS Spdr S&p 500 Etf Trust-us+28% shares · <0.1% · $3M
Trimmed (6)
- EBAYEbay Inc-23% shares · 2.0% · $143M
- BKBank OF New York Mellon Corp-27% shares · 0.6% · $43M
- GSGoldman Sachs Group Inc-21% shares · 0.1% · $5M
- VZVerizon Communications Inc-22% shares · <0.1% · $2M
- TDYTeledyne Technologies Inc-31% shares · <0.1% · $1M
- RDIReading International Inc-a-29% shares · <0.1% · $404K
Exited (6)
- ORCLOracle Corpwas 0.3% of book
- EAFEURGraftech International Ltdwas 0.1% of book
- BRK/ABerkshire Hathaway Inc-cl Awas 0.1% of book
- BKNGBooking Holdings Incwas 0.1% of book
- HSYHershey Co/thewas 0.1% of book
- XOMExxon Mobil Corpwas <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.