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
AMPY - Amplify Energy Corp.	Q1 2021	$2.78	Open	$4.13	+48.56%	Open	History

CL - Colgate-Palmolive Co.	Q4 2004	$25.58	Q3 2008	$37.68	+47.28%	Closed	History

1647548D - Quanta Cap. Holdings	Q3 2006	$1.84	Q3 2007	$2.70	+46.74%	Closed	History

WDR.B - D Waddell & Reed Cl B.	Q1 1999	$19.87	Q2 2000	$29.05	+46.20%	Closed	History

DLX - Deluxe Corp.	Q3 2000	$16.23	Q1 2001	$23.67	+45.84%	Closed	History

MOCO - MOCON Inc.	Q3 2014	$14.93	Q1 2017	$21.75	+45.68%	Closed	History

MAS - Masco Corp.	Q3 2023	$53.45	Open	$77.85	+45.65%	Open	History

TDY - Teledyne Technologies Inc.	Q1 2024	$429.32	Open	$623.10	+45.14%	Open	History

BDX - Becton, Dickinson and Co.	Q1 2010	$60.39	Q3 2014	$87.29	+44.56%	Closed	History

AVTR - Avantor, Inc.	Q1 2026	$7.84	Open	$11.29	+44.01%	Open	History

NWS.A - TwentyFirst Cen Fox A	Q3 2013	$33.50	Q4 2018	$48.12	+43.64%	Closed	History

LHX - L3Harris Technologies, Inc.	Q1 2021	$202.68	Open	$290.01	+43.09%	Open	History

XOM - ExxonMobil Holdings Corp.	Q1 2007	$75.44	Q2 2025	$107.80	+42.90%	Closed	History

TREC - Trecora Resources	Q1 2020	$5.95	Q1 2022	$8.46	+42.18%	Closed	History

DIS - The Walt Disney Co.	Q4 2008	$22.69	Q4 2009	$32.25	+42.13%	Closed	History

L - Loews Corp.	Q2 2009	$27.40	Q4 2010	$38.90	+41.97%	Closed	History

JNS - Janus Capital Grp	Q3 2011	$6.00	Q3 2013	$8.51	+41.83%	Closed	History

COV - Covidien Plc.	Q1 2011	$51.94	Q1 2014	$73.66	+41.82%	Closed	History

DLCA - Dell Inc.	Q4 2008	$10.24	Q1 2011	$14.51	+41.70%	Closed	History

TMJ - D Torchmark Corp.	Q1 1999	$31.62	Q4 2008	$44.76	+41.56%	Closed	History

TYC - Tyco International	Q2 2009	$25.98	Q3 2010	$36.73	+41.38%	Closed	History

C - Citigroup Inc.	Q1 1999	$319.40	Q1 2001	$449.90	+40.86%	Closed	History

CDN1 - Arbitron, Inc.	Q2 2001	$24.11	Q1 2002	$33.82	+40.27%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2017	$266.76	Q4 2020	$374.03	+40.21%	Closed	History

LMT - Lockheed Martin Corp.	Q1 2021	$369.50	Open	$514.99	+39.37%	Open	History

WWY - Wm. Wrigley Jr. Co.	Q2 2006	$45.36	Q1 2008	$62.84	+38.54%	Closed	History

FOX - Fox Corp.	Q1 2019	$35.88	Open	$49.50	+37.96%	Open	History

RTR$ - D Reuters Holdings Inc.	Q1 1999	$86.89	Q1 2000	$119.40	+37.42%	Closed	History

WAMUQ - Washington Mutual	Q1 2002	$33.12	Q4 2006	$45.50	+37.38%	Closed	History

LUXTY - D Luxottica Group ADS	Q1 1999	$12.88	Q4 1999	$17.56	+36.34%	Closed	History

UNH - UnitedHealth Group Inc.	Q2 2025	$311.97	Open	$425.19	+36.29%	Open	History

DLCA - Dell Inc.	Q4 2012	$10.13	Q3 2013	$13.77	+35.93%	Closed	History

6684 - D Hewlett Packard Co.	Q1 1999	$67.78	Q3 1999	$90.83	+34.01%	Closed	History

CHRW - C.H. Robinson Worldwide, Inc.	Q3 2012	$58.55	Q4 2019	$78.11	+33.41%	Closed	History

DAR - Darling Ingredients Inc.	Q1 2024	$46.51	Open	$61.83	+32.94%	Open	History

MSM - MSC Industrial Direct Co., Inc.	Q3 2019	$72.53	Q2 2023	$95.28	+31.37%	Closed	History

VZ - Verizon Communications Inc.	Q3 2023	$32.41	Open	$42.47	+31.04%	Open	History

NIR - NICOR Inc.	Q3 2002	$28.20	Q3 2004	$36.70	+30.14%	Closed	History

FF6 - Firstcash Inc. Com	Q2 2020	$67.48	Q3 2021	$87.50	+29.67%	Closed	History

V - Visa Inc.	Q3 2024	$274.95	Open	$356.02	+29.49%	Open	History

NA - D Nabisco Hldngs. Corp	Q1 1999	$415.60	Q3 2000	$537.60	+29.36%	Closed	History

TYIDY - Toyota Industries ADR	Q3 2008	$28.50	Q1 2013	$36.64	+28.56%	Closed	History

BLC - D A.H.Belo Cl A.	Q1 1999	$18.25	Q1 2002	$23.23	+27.29%	Closed	History

ABBV - AbbVie Inc.	Q2 2017	$72.50	Q4 2018	$92.14	+27.09%	Closed	History

MSCI - MSCI Inc.	Q2 2024	$481.75	Open	$611.43	+26.92%	Open	History

HD - The Home Depot, Inc.	Q3 2002	$26.10	Q2 2003	$33.12	+26.90%	Closed	History

FIZZ - National Beverage Corp.	Q3 2005	$3.23	Q4 2005	$4.07	+25.90%	Closed	History

118569Q - NOVA Corporation	Q2 1999	$25.00	Q2 2001	$31.45	+25.80%	Closed	History

FHB - First Hawaiian, Inc.	Q1 2020	$16.53	Q2 2024	$20.76	+25.59%	Closed	History

UTX - United Technologies Corp.	Q3 2002	$56.48	Q2 2003	$70.82	+25.39%	Closed	History

ESINQ - ITT Educational Services	Q2 2000	$8.78	Q4 2000	$11.00	+25.28%	Closed	History

FNMA - D Federal Nat'l Mtg.	Q1 1999	$69.37	Q4 2000	$86.84	+25.18%	Closed	History

INTC - Intel Corp.	Q1 1999	$29.72	Q3 1999	$37.16	+25.03%	Closed	History

TSS - Total System Svc. Inc.	Q1 2010	$15.66	Q4 2011	$19.56	+24.90%	Closed	History

BL.WD - Blair Corp.	Q4 2001	$22.60	Q3 2004	$28.18	+24.69%	Closed	History

C - Citigroup Inc.	Q1 2003	$344.40	Q2 2003	$428.60	+24.45%	Closed	History

MBI - MBIA Inc.	Q3 2001	$50.00	Q2 2007	$62.22	+24.44%	Closed	History

EOG - EOG Resources, Inc.	Q3 2022	$111.73	Open	$138.01	+23.52%	Open	History

RAL - Ralliant Corp.	Q1 1999	$26.69	Q3 2001	$32.80	+22.89%	Closed	History

ETD - Ethan Allen Interiors Inc.	Q4 2002	$34.36	Q1 2006	$42.03	+22.32%	Closed	History

MDT - Medtronic plc	Q3 2010	$33.58	Q4 2012	$41.02	+22.16%	Closed	History

LZ - LegalZoom.com, Inc.	Q1 2003	$30.01	Q2 2004	$36.62	+22.03%	Closed	History

PXD - Pioneer Natural Resources	Q3 2022	$216.53	Q1 2024	$262.50	+21.23%	Closed	History

6686 - D Motorola, Inc.	Q1 1999	$73.24	Q3 1999	$88.00	+20.15%	Closed	History

WAG - Walgreen Co.	Q4 2008	$24.68	Q2 2012	$29.58	+19.85%	Closed	History

RX - IMS Health	Q1 2006	$25.78	Q3 2007	$30.64	+18.85%	Closed	History

62553Q - D Nielsen Media Research	Q1 1999	$24.71	Q2 1999	$29.26	+18.41%	Closed	History

INGR - Ingredion Inc.	Q2 2020	$83.00	Open	$98.20	+18.31%	Open	History

LMDIA - Liberty Media Ent. A	Q1 2008	$22.64	Q2 2009	$26.70	+17.93%	Closed	History

FHCC - D First HealthCare Group	Q1 1999	$16.06	Q4 2004	$18.71	+16.50%	Closed	History

FDS - FactSet Research Systems Inc.	Q1 2026	$216.99	Open	$252.61	+16.42%	Open	History

3054Q - D Ameritech Corp. New	Q1 1999	$57.71	Q3 1999	$66.67	+15.53%	Closed	History

2951 - D Philip Morris Co.	Q1 1999	$35.19	Q4 2002	$40.53	+15.17%	Closed	History

1556464D - D Wesco Financial Co.	Q1 1999	$338.03	Q1 2011	$389.26	+15.16%	Closed	History

CFN - CareFusion Corp.	Q3 2009	$21.80	Q4 2009	$25.02	+14.77%	Closed	History

2860436Q - Liberty Media Corp.A	Q3 2002	$7.18	Q1 2006	$8.21	+14.35%	Closed	History

M - Macy's, Inc.	Q2 2019	$21.46	Q1 2022	$24.36	+13.51%	Closed	History

GDW - Golden West Financial	Q1 2002	$63.50	Q4 2002	$71.80	+13.07%	Closed	History

DFJ - WisdomTree Japan SmallCap Dividend Fund	Q4 2008	$38.65	Q4 2012	$43.65	+12.94%	Closed	History

WYE - Wyeth	Q3 2006	$50.75	Q2 2007	$57.25	+12.81%	Closed	History

UNVR - Univar Solutions Inc.	Q4 2022	$31.80	Q2 2023	$35.84	+12.70%	Closed	History

VZ - Verizon Communications Inc.	Q4 2003	$31.49	Q3 2004	$35.47	+12.65%	Closed	History

RAVN - Raven Industries Inc.	Q1 2015	$20.45	Q3 2016	$23.00	+12.47%	Closed	History

AXP - American Express Co.	Q1 1999	$34.28	Q2 1999	$37.93	+10.64%	Closed	History

UNH - UnitedHealth Group Inc.	Q1 2007	$53.00	Q2 2012	$58.50	+10.38%	Closed	History

UHAL.B - U-Haul Holdings CL B	Q4 2022	$54.98	Open	$60.17	+9.44%	Open	History

WM - Waste Management, Inc.	Q4 2000	$27.75	Q1 2004	$30.20	+8.83%	Closed	History

ADP - Automatic Data Processing, Inc.	Q1 1999	$32.79	Q3 1999	$35.39	+7.91%	Closed	History

AON - Aon plc	Q1 2024	$333.72	Open	$358.89	+7.54%	Open	History

TR - Tootsie Roll Industries	Q1 2003	$16.76	Q2 2003	$17.92	+6.87%	Closed	History

RGR - Sturm, Ruger & Co., Inc.	Q2 2001	$26.20	Q3 2001	$27.78	+6.02%	Closed	History

MMM - 3M Co.	Q2 2017	$173.91	Q1 2018	$183.95	+5.77%	Closed	History

CAH - Cardinal Health, Inc.	Q2 2009	$30.55	Q4 2009	$32.24	+5.53%	Closed	History

UN - Unilever N.V.	Q4 2014	$39.04	Q4 2016	$41.06	+5.17%	Closed	History

EMR - Emerson Electric Co.	Q4 2001	$28.55	Q1 2004	$29.97	+4.97%	Closed	History

6683 - General Electric Co.	Q1 2007	$35.37	Q4 2007	$37.08	+4.83%	Closed	History

TSCDY - Tesco Plc	Q1 2012	$20.05	Q4 2012	$21.01	+4.80%	Closed	History

ESRX - Express Scripts	Q1 2017	$65.92	Q1 2018	$69.08	+4.79%	Closed	History

PYPL - PayPal Holdings, Inc.	Q1 2026	$45.23	Open	$47.37	+4.73%	Open	History

KFT - Kraft Foods, Inc.	Q4 2001	$34.02	Q2 2011	$35.25	+3.62%	Closed	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.