Copy Invest | Sonar Terminal

Donald Yacktman - Yacktman Asset Management

389 trades · 313 closed · 76 open · Win rate: 54.8% · Avg return: +47.5% · Median return: +5%

⚠ 5 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
MSFT - Microsoft Corp.	Q1 2003	$24.20	Open	$384.93	+1,490.62%	Open	History

GS - The Goldman Sachs Group, Inc.	Q4 2011	$90.43	Open	$1,140.00	+1,160.64%	Open	History

BRK.A - Berkshire Hathaway CL A	Q1 1999	$71,404.26	Q2 2025	$728,800.00	+920.67%	Closed	History

ACF - AmeriCredit Corp.	Q1 2003	$3.30	Q3 2010	$24.46	+641.21%	Closed	History

ORCL - Oracle Corp.	Q2 2013	$30.72	Q2 2025	$218.63	+611.69%	Closed	History

SYK - Stryker Corp.	Q2 2009	$39.74	Q4 2021	$267.41	+572.90%	Closed	History

BRK.B - Berkshire Hathaway CL B	Q2 2010	$79.68	Open	$491.09	+516.33%	Open	History

GOOG - Alphabet Inc.	Q1 2019	$58.67	Open	$357.33	+509.10%	Open	History

CSCO - Cisco Systems, Inc.	Q4 2010	$20.23	Open	$117.09	+478.79%	Open	History

BNY - The Bank of New York Mellon Cor	Q4 2009	$27.97	Open	$154.50	+452.38%	Open	History

JNJ - Johnson & Johnson	Q1 1999	$46.75	Open	$253.85	+442.99%	Open	History

MZTI - The Marzetti Co.	Q3 2000	$24.56	Q3 2016	$132.09	+437.83%	Closed	History

WFRD - Weatherford International plc	Q2 2021	$18.20	Q4 2023	$97.83	+437.53%	Closed	History

STT - State Street Corp.	Q4 2011	$40.31	Open	$183.65	+355.59%	Open	History

TJX - The TJX Companies, Inc.	Q3 2003	$4.86	Q4 2012	$21.22	+336.97%	Closed	History

NCRB - News Corporation	Q1 2009	$7.70	Q2 2013	$32.82	+326.23%	Closed	History

CMCSK - Comcast Corp. Spl A	Q4 2008	$16.15	Q3 2015	$57.24	+254.43%	Closed	History

KO - The Coca-Cola Co.	Q4 2001	$23.58	Open	$83.08	+252.41%	Open	History

PM - Philip Morris International Inc.	Q1 2008	$50.58	Open	$175.95	+247.86%	Open	History

NWS - News Corp.	Q1 2020	$8.99	Open	$31.15	+246.50%	Open	History

ELV - Elevance Health, Inc.	Q4 2014	$125.67	Open	$426.79	+239.61%	Open	History

NCRA - News Corp. Cl. A	Q4 2008	$272.70	Q1 2013	$915.60	+235.75%	Closed	History

BKNG - Booking Holdings Inc.	Q1 2019	$69.80	Q2 2025	$231.57	+231.76%	Closed	History

SCNYB - Saucony Inc. Cl B	Q3 2001	$5.43	Q4 2003	$17.33	+219.15%	Closed	History

BAC - Bank of America Corp.	Q4 2011	$5.56	Q1 2014	$17.20	+209.35%	Closed	History

PG - The Procter & Gamble Co.	Q1 1999	$48.97	Open	$146.08	+198.34%	Open	History

MU - Micron Technology, Inc.	Q3 2018	$45.23	Q2 2024	$131.53	+190.80%	Closed	History

BCR - CR Bard Inc.	Q1 2010	$86.62	Q1 2017	$248.54	+186.93%	Closed	History

CNQ - Canadian Natural Resources Ltd.	Q1 2021	$15.12	Open	$42.62	+181.92%	Open	History

PEP - PepsiCo, Inc.	Q2 2002	$48.13	Open	$135.45	+181.43%	Open	History

SYY - Sysco Corp.	Q1 2010	$29.50	Open	$82.85	+180.85%	Open	History

CRMT - America's Car-Mart, Inc.	Q3 2014	$39.58	Q4 2019	$109.70	+177.16%	Closed	History

TLYS - Tilly's, Inc.	Q1 2020	$4.13	Q1 2021	$11.32	+174.09%	Closed	History

VIA - Viacom Inc. Cl. A	Q4 2008	$20.11	Q4 2012	$54.28	+169.92%	Closed	History

NTRS - Northern Trust Corp.	Q3 2023	$69.48	Open	$186.64	+168.62%	Open	History

EPM - Evolution Petroleum Corporatio	Q4 2020	$2.85	Q4 2022	$7.55	+164.91%	Closed	History

GLW - Corning Inc.	Q3 2010	$18.28	Q4 2024	$47.52	+159.96%	Closed	History

XRAY - DENTSPLY SIRONA Inc.	Q1 1999	$7.75	Q3 2002	$20.09	+159.16%	Closed	History

CL - Colgate-Palmolive Co.	Q2 2009	$35.37	Open	$91.03	+157.36%	Open	History

SCHW - The Charles Schwab Corp.	Q2 2019	$40.20	Open	$101.10	+151.49%	Open	History

TYI - Tyco Int'l LTD	Q2 2002	$13.51	Q2 2007	$33.79	+150.11%	Closed	History

INFY - Infosys Ltd.	Q2 2017	$7.51	Q1 2021	$18.73	+149.40%	Closed	History

WFC - Wells Fargo & Co.	Q1 2007	$34.41	Open	$85.29	+147.86%	Open	History

RS - Reliance, Inc.	Q4 2021	$162.22	Open	$388.38	+139.42%	Open	History

MO - Altria Group, Inc.	Q1 2003	$29.96	Open	$70.16	+134.18%	Open	History

EFX - Equifax Inc.	Q4 1999	$23.55	Q4 2012	$54.12	+129.81%	Closed	History

ACA - Arcosa, Inc.	Q4 2018	$27.69	Q1 2023	$63.11	+127.92%	Closed	History

KSWS - K Swiss Cl A.	Q4 1999	$18.58	Q1 2002	$41.98	+125.94%	Closed	History

COP - ConocoPhillips	Q2 2006	$49.95	Open	$111.87	+123.94%	Open	History

WDR - Waddell & Reed Financial Inc C	Q1 2020	$11.38	Q4 2020	$25.47	+123.81%	Closed	History

VMI - Valmont Industries, Inc.	Q1 2020	$105.98	Q2 2021	$236.06	+122.74%	Closed	History

TLN - Talen Energy Corp.	Q3 2024	$178.24	Open	$396.95	+122.71%	Open	History

MA - Mastercard Inc.	Q1 2020	$241.59	Open	$538.02	+122.70%	Open	History

HENKY - Henkel Ltd Prtnrsp	Q2 2002	$5.19	Q1 2007	$11.15	+115.03%	Closed	History

WBD - Warner Bros. Discovery, Inc.	Q2 2022	$13.42	Q4 2025	$28.82	+114.75%	Closed	History

MKL - Markel Group Inc.	Q1 2002	$203.50	Q4 2012	$433.75	+113.14%	Closed	History

EBAY - eBay Inc.	Q3 2006	$11.94	Q2 2015	$25.35	+112.41%	Closed	History

NWSA - News Corp.	Q2 2019	$13.49	Open	$27.60	+104.60%	Open	History

UHAL - U-Haul Holdings Co.	Q1 2018	$34.51	Open	$68.71	+99.11%	Open	History

HPE - Hewlett Packard Enterprise Co.	Q4 2015	$8.83	Q1 2018	$17.54	+98.54%	Closed	History

EBAY - eBay Inc.	Q1 2022	$57.26	Open	$112.54	+96.54%	Open	History

HUN - Huntsman Corp.	Q1 2020	$14.43	Q2 2022	$28.35	+96.47%	Closed	History

BAC - Bank of America Corp.	Q1 2015	$15.39	Q1 2018	$29.99	+94.87%	Closed	History

INTC - Intel Corp.	Q1 2011	$20.17	Q3 2017	$38.08	+88.80%	Closed	History

HPQ - HP Inc.	Q4 2015	$11.84	Q1 2018	$21.92	+85.14%	Closed	History

LEGH - Legacy Housing Corp.	Q2 2020	$14.22	Open	$26.05	+83.19%	Open	History

EWY - iShares MSCI South Korea ETF	Q4 2025	$97.22	Open	$176.98	+82.04%	Open	History

MCO - Moody's Corp.	Q2 2022	$271.90	Open	$494.73	+81.95%	Open	History

USB - U.S. Bancorp	Q3 2003	$23.99	Q4 2023	$43.28	+80.41%	Closed	History

4621824Q - Kinder Morgan Inc.	Q2 2004	$59.28	Q1 2007	$106.45	+79.57%	Closed	History

SIAL - Sigma-Aldrich Corp.	Q1 2013	$77.68	Q3 2015	$138.92	+78.84%	Closed	History

HSY - The Hershey Co.	Q2 2018	$93.05	Q2 2025	$165.95	+78.34%	Closed	History

DISH - Dish Network Corp.	Q4 2008	$11.09	Q4 2010	$19.66	+77.28%	Closed	History

RL - Ralph Lauren Corp.	Q1 2020	$66.83	Q2 2021	$117.81	+76.28%	Closed	History

MSO - Martha Stewart Living Omnimedi	Q3 2014	$3.59	Q2 2015	$6.24	+73.82%	Closed	History

AWI - Armstrong World Industries, Inc.	Q1 2021	$90.09	Open	$155.53	+72.64%	Open	History

TRZ - Trizec Properties	Q2 2002	$16.86	Q3 2006	$28.91	+71.47%	Closed	History

ANF - Abercrombie & Fitch Co.	Q4 2008	$23.07	Q3 2010	$39.32	+70.44%	Closed	History

PDCO - Patterson Companies	Q3 2010	$28.65	Q1 2015	$48.79	+70.30%	Closed	History

BDG.A - D Bandag, Inc. Cl A	Q1 1999	$23.75	Q3 2004	$40.33	+69.81%	Closed	History

MAS - Masco Corp.	Q3 2000	$16.36	Q2 2004	$27.36	+67.24%	Closed	History

PLMD - PolyMedica Corp.	Q3 2001	$15.27	Q1 2002	$25.44	+66.60%	Closed	History

NOC - Northrop Grumman Corp.	Q1 2021	$323.64	Open	$528.67	+63.35%	Open	History

NTRS - Northern Trust Corp.	Q4 2011	$39.66	Q2 2014	$64.21	+61.90%	Closed	History

CLX - The Clorox Co.	Q1 1999	$58.60	Open	$94.75	+61.70%	Open	History

HPO - Hospitalities Prop. Tr.	Q4 2000	$22.62	Q2 2002	$36.51	+61.41%	Closed	History

PBH - Prestige Consumer Healthcare Inc.	Q2 2009	$6.15	Q3 2010	$9.89	+60.81%	Closed	History

NWS - News Corp.	Q3 2013	$30.01	Q4 2018	$47.78	+59.21%	Closed	History

WMT - Walmart Inc.	Q3 2009	$16.36	Q3 2017	$26.05	+59.18%	Closed	History

FANG - Diamondback Energy, Inc.	Q3 2022	$120.46	Open	$190.69	+58.30%	Open	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2021	$475.09	Open	$751.83	+58.25%	Open	History

REY - D Reynolds & Reynolds	Q1 1999	$19.00	Q1 2002	$30.00	+57.89%	Closed	History

CAH - Cardinal Health, Inc.	Q3 2004	$43.77	Q4 2005	$68.89	+57.39%	Closed	History

HRB - H&R Block, Inc.	Q1 1999	$11.84	Q4 2012	$18.57	+56.81%	Closed	History

QVCAQ - Qurate Retail Inc.	Q1 2020	$305.00	Q2 2020	$475.00	+55.74%	Closed	History

AOT - Apogent Technologies	Q2 2002	$20.57	Q2 2004	$32.00	+55.57%	Closed	History

CBR$ - Cadbury Schweppes	Q1 2002	$27.76	Q4 2006	$42.93	+54.65%	Closed	History

GOLD - Gold.com, Inc.	Q3 2025	$25.87	Open	$39.07	+51.02%	Open	History

WSM - Williams-Sonoma, Inc.	Q4 2008	$3.93	Q2 2009	$5.94	+51.02%	Closed	History

FOXA - Fox Corp.	Q1 2019	$36.71	Open	$54.87	+49.47%	Open	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.