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
2302427Q - D United Asset Mgmt.	Q1 1999	$22.63	Q2 2000	$23.38	+3.31%	Closed	History

VIA.B - Viacom Inc. Cl. B	Q2 2005	$32.02	Q3 2005	$33.01	+3.09%	Closed	History

SHW - The Sherwin-Williams Co.	Q4 2001	$9.16	Q4 2002	$9.41	+2.77%	Closed	History

PHM - PulteGroup, Inc.	Q3 2007	$13.61	Q3 2008	$13.97	+2.65%	Closed	History

UPS - United Parcel Service, Inc.	Q3 2006	$71.95	Q4 2012	$73.72	+2.46%	Closed	History

UN - Unilever N.V.	Q3 2017	$59.04	Q3 2020	$60.40	+2.30%	Closed	History

PRU - Prudential Financial, Inc.	Q1 2002	$31.05	Q4 2002	$31.74	+2.22%	Closed	History

AXP - American Express Co.	Q1 2007	$56.43	Q4 2012	$57.48	+1.86%	Closed	History

ABT - Abbott Laboratories	Q3 2001	$23.23	Q1 2002	$23.57	+1.45%	Closed	History

LUMN - Lumen Technologies, Inc.	Q3 2000	$27.26	Q1 2004	$27.49	+0.84%	Closed	History

K - Kellanova	Q1 2024	$57.29	Q2 2024	$57.68	+0.68%	Closed	History

JCGI - D Jenny Craig, Inc.	Q1 1999	$3.06	Q4 2001	$3.08	+0.65%	Closed	History

BIL - State Street SPDR Bloomberg 1-3 Month T-Bill ETF	Q4 2025	$91.38	Open	$91.51	+0.14%	Open	History

0860320D - Ceridian Corp.	Q1 2001	$18.50	Q1 2001	$18.50	+0.00%	Closed	History

0860320D - Ceridian Corp.	Q4 2001	$18.75	Q4 2001	$18.75	+0.00%	Closed	History

1018160Q - Register.com	Q3 2002	$3.03	Q3 2002	$3.03	+0.00%	Closed	History

1292340D - TMP Worldwide	Q3 2002	$8.99	Q3 2002	$8.99	+0.00%	Closed	History

2271314Q - D American Media Inc.	Q1 1999	$5.75	Q1 1999	$5.75	+0.00%	Closed	History

2770014Q - D King World Prod'ns	Q1 1999	$30.56	Q1 1999	$30.56	+0.00%	Closed	History

3059Q - Sterling Commerce	Q4 1999	$34.01	Q4 1999	$34.01	+0.00%	Closed	History

582663Q - Liberty Media Int'l A	Q2 2004	$37.11	Q2 2004	$37.11	+0.00%	Closed	History

8222 - The Limited, Inc.	Q1 2002	$17.90	Q1 2002	$17.90	+0.00%	Closed	History

ABT - Abbott Laboratories	Q3 2012	$32.95	Q3 2012	$32.95	+0.00%	Closed	History

AMTD - TD Ameritrade Hldg Corp	Q3 2020	$235.02	Q3 2020	$235.02	+0.00%	Closed	History

BBBYQ - Bed Bath & Beyond	Q1 2008	$29.50	Q1 2008	$29.50	+0.00%	Closed	History

BCS - Barclays PLC	Q1 2009	$7.83	Q1 2009	$7.83	+0.00%	Closed	History

CCTYQ - Circuit City Group	Q1 2003	$5.20	Q1 2003	$5.20	+0.00%	Closed	History

CSVI - Computer Services Inc.	Q3 2014	$36.88	Q3 2014	$36.88	+0.00%	Closed	History

CVH - Coventry Health Care	Q1 2005	$68.14	Q1 2005	$68.14	+0.00%	Closed	History

DG - Dollar General Corp.	Q3 2017	$80.92	Q3 2017	$80.92	+0.00%	Closed	History

EWY - iShares MSCI South Korea ETF	Q1 2023	$61.22	Q1 2023	$61.22	+0.00%	Closed	History

FF - FutureFuel Corp	Q1 2020	$11.27	Q1 2020	$11.27	+0.00%	Closed	History

FIZZ - National Beverage Corp.	Q4 2003	$3.40	Q4 2003	$3.40	+0.00%	Closed	History

FMH - FMC Technologies Inc.	Q1 2010	$64.52	Q1 2010	$64.52	+0.00%	Closed	History

IBM - International Business Machines Corp.	Q4 2012	$183.01	Q4 2012	$183.01	+0.00%	Closed	History

K - D Kellogg Co.	Q1 1999	$33.79	Q1 1999	$33.79	+0.00%	Closed	History

KMB - Kimberly-Clark Corp.	Q4 2002	$45.51	Q4 2002	$45.51	+0.00%	Closed	History

L - Loews Corp.	Q1 1999	$12.45	Q1 1999	$12.45	+0.00%	Closed	History

LVNAR - Liberty Ventures Rts	Q3 2012	$13.54	Q3 2012	$13.54	+0.00%	Closed	History

LVNTA - Liberty Int Ventures A	Q3 2012	$49.64	Q3 2012	$49.64	+0.00%	Closed	History

MBI - MBIA Inc.	Q2 2008	$4.39	Q2 2008	$4.39	+0.00%	Closed	History

MER - Merrill Lynch & Co.	Q4 2008	$11.64	Q4 2008	$11.64	+0.00%	Closed	History

MMM - 3M Co.	Q3 2018	$176.42	Q3 2018	$176.42	+0.00%	Closed	History

PLPC - Preformed Line Products Co.	Q3 2015	$37.16	Q3 2015	$37.16	+0.00%	Closed	History

PYPL - PayPal Holdings, Inc.	Q3 2015	$31.00	Q3 2015	$31.00	+0.00%	Closed	History

RX - IMS Health	Q4 1999	$27.15	Q4 1999	$27.15	+0.00%	Closed	History

RX - IMS Health	Q4 2000	$26.96	Q4 2000	$26.96	+0.00%	Closed	History

SCNYA - Saucony Inc. Cl A	Q4 2001	$5.20	Q4 2001	$5.20	+0.00%	Closed	History

SPL - Schering Plough Corp.	Q4 2002	$22.19	Q4 2002	$22.19	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2011	$125.50	Q4 2011	$125.50	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2013	$184.49	Q4 2013	$184.49	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2014	$205.67	Q4 2014	$205.67	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2015	$203.88	Q4 2015	$203.88	+0.00%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2016	$223.51	Q4 2016	$223.51	+0.00%	Closed	History

SSNLF - Samsung Electronics Co LTD	Q2 2014	$26.13	Q2 2014	$26.13	+0.00%	Closed	History

V - Visa Inc.	Q1 2024	$279.08	Q1 2024	$279.08	+0.00%	Closed	History

VZ - Verizon Communications Inc.	Q3 2007	$41.23	Q3 2007	$41.23	+0.00%	Closed	History

WDR - Waddell & Reed Cl. A	Q2 2001	$31.73	Q2 2001	$31.73	+0.00%	Closed	History

WDR.B - Waddell & Reed Cl. B	Q4 2000	$37.44	Q4 2000	$37.44	+0.00%	Closed	History

WMT - Walmart Inc.	Q3 2003	$18.61	Q3 2003	$18.61	+0.00%	Closed	History

VMI - Valmont Industries, Inc.	Q3 2014	$134.79	Q3 2016	$134.44	-0.26%	Closed	History

SBC - SBC Communications	Q3 2004	$25.91	Q4 2004	$25.79	-0.46%	Closed	History

ABT - Abbott Laboratories	Q3 2018	$73.21	Q4 2018	$72.50	-0.97%	Closed	History

SHW - The Sherwin-Williams Co.	Q1 1999	$9.38	Q2 1999	$9.24	-1.42%	Closed	History

41IS - Unilever PLC ADR	Q4 2020	$60.36	Q3 2025	$59.28	-1.79%	Closed	History

1735436D - Great Lakes REIT Inc.	Q1 2002	$16.95	Q4 2002	$16.64	-1.83%	Closed	History

FCFS - Firstcash Holdings Inc	Q4 2021	$74.81	Q3 2022	$73.35	-1.95%	Closed	History

TWX - Time Warner Inc.	Q4 2003	$53.97	Q2 2004	$52.71	-2.33%	Closed	History

TEL - TE Connectivity plc	Q3 2007	$35.44	Q1 2008	$34.31	-3.19%	Closed	History

6684 - Hewlett Packard Co.	Q3 2001	$16.11	Q1 2003	$15.55	-3.48%	Closed	History

TUPBQ - D Tupperware Corp.	Q1 1999	$18.00	Q4 2003	$17.34	-3.67%	Closed	History

MRSH - Marsh & McLennan Companies, Inc.	Q4 2000	$58.49	Q1 2002	$56.25	-3.83%	Closed	History

VIAB - Viacom Inc. Cl. B	Q4 2005	$32.60	Q1 2018	$31.07	-4.69%	Closed	History

59395Z - D Whitman Corp.	Q1 1999	$17.19	Q4 2000	$16.38	-4.71%	Closed	History

534689Q - D Provident Financial Grp	Q1 1999	$38.41	Q3 1999	$36.55	-4.84%	Closed	History

ABEV - Ambev S.A.	Q2 2020	$2.64	Q2 2022	$2.51	-4.92%	Closed	History

KO - The Coca-Cola Co.	Q1 1999	$30.71	Q4 1999	$29.17	-5.03%	Closed	History

WDR - Waddell & Reed Cl. A	Q4 2001	$32.17	Q1 2002	$30.55	-5.04%	Closed	History

HDUGY - Hunter Douglas NV SP	Q2 2002	$7.71	Q4 2002	$7.32	-5.06%	Closed	History

ROL - Rollins, Inc.	Q1 1999	$0.98	Q2 1999	$0.93	-5.18%	Closed	History

RX - D IMS Health	Q1 1999	$33.09	Q2 1999	$31.27	-5.50%	Closed	History

T - AT&T Inc.	Q4 2006	$26.97	Q2 2008	$25.48	-5.52%	Closed	History

GIS - General Mills, Inc.	Q1 1999	$18.90	Q4 1999	$17.85	-5.56%	Closed	History

AHP - D American Home Prod.	Q1 1999	$65.28	Q4 2001	$61.43	-5.90%	Closed	History

SBC - SBC Communications	Q4 2003	$26.13	Q1 2004	$24.58	-5.93%	Closed	History

RX - IMS Health	Q1 2002	$22.44	Q3 2003	$21.10	-5.97%	Closed	History

MRSH - Marsh & McLennan Companies, Inc.	Q4 2004	$32.90	Q2 2007	$30.88	-6.14%	Closed	History

WMT - Walmart Inc.	Q1 2004	$19.93	Q4 2008	$18.68	-6.24%	Closed	History

BB - BlackBerry Ltd.	Q3 2013	$7.95	Q4 2013	$7.45	-6.29%	Closed	History

GMST - Gemstar-TV Guide Int'l	Q2 2002	$5.39	Q4 2003	$5.05	-6.31%	Closed	History

KVUE - Kenvue Inc.	Q3 2023	$20.08	Open	$18.76	-6.57%	Open	History

WYE - Wyeth	Q2 2003	$45.63	Q4 2003	$42.50	-6.86%	Closed	History

UL - Unilever PLC	Q4 2025	$65.40	Open	$60.84	-6.97%	Open	History

CEN - Ceridian Corp.	Q4 1999	$21.55	Q4 2000	$19.94	-7.47%	Closed	History

CVR - Chicago Rivet&Machine	Q2 2002	$25.50	Q3 2006	$23.53	-7.73%	Closed	History

VZ - Verizon Communications Inc.	Q4 2000	$45.05	Q1 2002	$41.36	-8.19%	Closed	History

ITW - Illinois Tool Works Inc.	Q2 1999	$40.94	Q3 1999	$37.35	-8.78%	Closed	History

PAYX - Paychex, Inc.	Q1 2008	$34.26	Q1 2012	$30.96	-9.63%	Closed	History

LOW - Lowe's Companies, Inc.	Q4 2007	$22.62	Q2 2010	$20.42	-9.73%	Closed	History

WAG - D Walgreen Co.	Q1 1999	$28.26	Q3 1999	$25.38	-10.19%	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.