What Yacktman Asset Management bought and sold in Q4 2025
In Q4 2025, Yacktman Asset Management (Yacktman Asset Management) opened 3 new positions — including EWY (1.6%), BIL (0.2%), UL (0.2%), added to 3, trimmed 4. The book stood at $7.14B across 72 positions, filed Feb 3, 2026.
3New3Added4Trimmed0Exited
New positions (3)
- EWYIshares Msci South Korea Etf1.6% · $111M
- BILSS Spdr BB 1-3m T-bill Etf0.2% · $15M
- ULUnilever Plc-sponsored Adr0.2% · $13M
Added to (3)
- SPYSS Spdr S&p 500 Etf Trust-us+618% shares · 0.3% · $22M
- CPRTCopart Inc+33% shares · 0.1% · $4M
- LEGHLegacy Housing Corp+193% shares · <0.1% · $3M
Trimmed (4)
- FOXAFox Corp - Class A-21% shares · 1.2% · $88M
- WBDWarner Bros Discovery Inc-76% shares · 0.7% · $51M
- GSGoldman Sachs Group Inc-28% shares · 0.1% · $4M
- GOLDGold.com Inc-22% shares · <0.1% · $238K
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.