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
9775 - Viad Corp.	Q2 2001	$26.39	Q4 2001	$23.68	-10.27%	Closed	History

GWW - W.W. Grainger, Inc.	Q2 1999	$53.72	Q3 1999	$48.14	-10.39%	Closed	History

TSN - Tyson Foods, Inc.	Q4 2020	$64.44	Open	$57.48	-10.80%	Open	History

DWA - DreamWorks Animation SKG Inc.	Q3 2014	$27.24	Q1 2015	$24.22	-11.09%	Closed	History

3346Q - D U.S. Bancorp	Q1 1999	$34.11	Q3 1999	$30.21	-11.43%	Closed	History

MRSH - Marsh & McLennan Companies, Inc.	Q3 2025	$201.53	Open	$178.05	-11.65%	Open	History

OTEL - Otelco Inc.	Q4 2017	$13.34	Q1 2021	$11.75	-11.92%	Closed	History

AXP - American Express Co.	Q4 2000	$48.08	Q4 2003	$42.20	-12.23%	Closed	History

RX - IMS Health	Q2 2001	$28.50	Q3 2001	$25.00	-12.28%	Closed	History

CMCSA - Comcast Corp.	Q4 2015	$26.44	Open	$23.19	-12.30%	Open	History

HSY - The Hershey Co.	Q1 1999	$28.05	Q3 1999	$24.32	-13.30%	Closed	History

GOLD - Gold.com, Inc.	Q3 2023	$29.33	Q1 2025	$25.37	-13.50%	Closed	History

DIS - The Walt Disney Co.	Q1 2019	$111.03	Open	$95.87	-13.65%	Open	History

3393199Q - D Anheuser Busch Co.	Q1 1999	$76.14	Q3 2008	$64.88	-14.79%	Closed	History

3346Q - U.S. Bancorp	Q4 2000	$29.18	Q2 2003	$24.50	-16.04%	Closed	History

MRKC - D Merck & Co. Inc.	Q1 1999	$80.14	Q4 1999	$67.13	-16.23%	Closed	History

CTAS - Cintas Corp.	Q4 2007	$8.41	Q1 2010	$7.03	-16.41%	Closed	History

SLB - Slb N.V.	Q3 2001	$22.86	Q1 2003	$19.01	-16.82%	Closed	History

DB5 - Dun & Bradstreet Corp.	Q3 2009	$75.31	Q3 2011	$61.25	-18.67%	Closed	History

AMGN - Amgen Inc.	Q1 1999	$37.50	Q2 1999	$30.44	-18.83%	Closed	History

FICO - Fair Isaac Corp.	Q3 2025	$1,496.53	Open	$1,210.52	-19.11%	Open	History

EXC - Exelon Corp.	Q4 2009	$34.86	Q1 2012	$27.98	-19.74%	Closed	History

COV - Covidien Ltd.	Q3 2007	$41.50	Q1 2009	$33.25	-19.88%	Closed	History

MCD - McDonald's Corp.	Q1 2002	$27.75	Q2 2003	$22.06	-20.50%	Closed	History

TRB - Tribune Co. New	Q4 2001	$37.43	Q2 2007	$29.38	-21.51%	Closed	History

ABT - Abbott Laboratories	Q1 1999	$21.01	Q3 1999	$16.48	-21.54%	Closed	History

WYE - Wyeth	Q1 2002	$65.71	Q2 2002	$51.25	-22.01%	Closed	History

PEP - PepsiCo, Inc.	Q1 1999	$39.18	Q3 1999	$30.51	-22.13%	Closed	History

4868 - D Monsanto Co.	Q1 1999	$45.90	Q3 1999	$35.70	-22.22%	Closed	History

FITB - Fifth Third Bancorp	Q4 2004	$47.30	Q3 2005	$36.75	-22.30%	Closed	History

MFW - M&F Worldwide	Q1 2001	$4.90	Q2 2002	$3.80	-22.45%	Closed	History

FDCP - D First Data Corp.	Q1 1999	$42.75	Q2 2007	$32.67	-23.58%	Closed	History

VRSK - Verisk Analytics, Inc.	Q3 2025	$251.51	Open	$190.54	-24.24%	Open	History

CEN - Ceridian Corp.	Q2 2001	$19.17	Q3 2001	$14.50	-24.36%	Closed	History

KR - The Kroger Co.	Q1 2002	$11.09	Q2 2003	$8.34	-24.76%	Closed	History

BRBR - BellRing Brands, Inc.	Q1 2026	$16.09	Open	$12.10	-24.80%	Open	History

VCI - D Valassis Comm'ns	Q1 1999	$51.75	Q1 2002	$38.63	-25.35%	Closed	History

DVN - Devon Energy Corp.	Q3 2022	$60.13	Open	$43.40	-27.82%	Open	History

HD - The Home Depot, Inc.	Q4 2005	$40.47	Q4 2009	$28.93	-28.51%	Closed	History

WU - The Western Union Co.	Q4 2006	$22.42	Q1 2013	$15.04	-32.92%	Closed	History

USG - USG Corp.	Q3 2008	$25.60	Q1 2010	$17.16	-32.97%	Closed	History

6684 - Hewlett-Packard Co.	Q2 2009	$38.65	Q3 2015	$25.61	-33.74%	Closed	History

INTU - Intuit Inc.	Q1 2026	$432.38	Open	$282.43	-34.68%	Open	History

CTSH - Cognizant Technology Solutions Corp.	Q2 2017	$66.40	Open	$43.03	-35.20%	Open	History

3423152Q - Electronic Data Syst	Q2 2002	$37.15	Q2 2006	$24.06	-35.24%	Closed	History

AOL - America Online	Q1 2002	$23.65	Q3 2003	$15.11	-36.11%	Closed	History

SBC - SBC Communications Inc.	Q4 1999	$48.77	Q2 2002	$30.54	-37.38%	Closed	History

SPLS* - Staples Inc.	Q1 2012	$16.18	Q2 2017	$10.07	-37.76%	Closed	History

PFE - Pfizer Inc.	Q1 1999	$43.89	Q3 2013	$27.26	-37.89%	Closed	History

CPRT - Copart, Inc.	Q3 2025	$44.97	Open	$27.52	-38.80%	Open	History

2235894Q - D Lucent Technologies	Q1 1999	$108.00	Q3 1999	$64.83	-39.97%	Closed	History

3253Q - D Aetna, Inc.	Q1 1999	$82.99	Q3 1999	$49.28	-40.62%	Closed	History

SLM - SLM Corp.	Q1 2008	$5.49	Q4 2008	$3.18	-42.02%	Closed	History

REXI - Resource America Inc.	Q3 2007	$15.79	Q4 2014	$9.04	-42.75%	Closed	History

IT - Gartner, Inc.	Q1 1999	$22.53	Q1 2002	$12.89	-42.79%	Closed	History

NWSA - News Corp.	Q2 2013	$32.60	Q4 2013	$18.02	-44.72%	Closed	History

IT.B - Gartner Group Cl B.	Q3 1999	$16.69	Q3 2001	$8.70	-47.87%	Closed	History

RBK - D Reebok Int.	Q1 1999	$15.87	Q4 1999	$8.19	-48.39%	Closed	History

3017264Q - D ServiceMaster LP	Q1 1999	$20.31	Q3 2003	$10.26	-49.48%	Closed	History

LOVLQ - Spark Networks SE	Q3 2019	$5.53	Q1 2022	$2.79	-49.55%	Closed	History

UN - Unilever NV (NEW)	Q3 2003	$59.17	Q1 2007	$29.22	-50.62%	Closed	History

MRKC - Merck & Co. Inc.	Q3 2001	$66.63	Q4 2004	$32.12	-51.79%	Closed	History

IBCIQ - Interstate Bakeries Corp.	Q4 2002	$15.25	Q2 2005	$7.01	-54.03%	Closed	History

BMY - Bristol-Myers Squibb Co.	Q1 1999	$61.04	Q1 2007	$27.76	-54.52%	Closed	History

SWY - Safeway Inc	Q1 2002	$45.03	Q2 2003	$20.48	-54.52%	Closed	History

TBBK - The Bancorp, Inc.	Q3 2007	$18.46	Q3 2017	$8.27	-55.20%	Closed	History

TYCN - Tyco International	Q3 2007	$44.34	Q1 2009	$19.56	-55.89%	Closed	History

M7Q6 - Micro Focus Intl ADR	Q3 2017	$31.90	Q1 2018	$14.04	-55.99%	Closed	History

OLN - Olin Corp.	Q2 2023	$51.39	Open	$21.66	-57.85%	Open	History

SPNT - SiriusPoint Ltd.	Q2 2008	$9.50	Q1 2009	$3.57	-62.42%	Closed	History

RIIG - Research in Motion	Q2 2011	$28.85	Q2 2013	$10.47	-63.71%	Closed	History

INGP - Instinet Group, Inc.	Q4 2001	$10.05	Q1 2003	$3.51	-65.07%	Closed	History

FBN - Furniture Brands Int'l	Q4 2006	$16.23	Q4 2009	$5.46	-66.36%	Closed	History

387086Q - D Intimate Brands	Q1 1999	$48.12	Q4 2001	$14.86	-69.12%	Closed	History

FMCC - D Federal Home Loan	Q1 1999	$57.31	Q2 2008	$16.40	-71.38%	Closed	History

6683 - D General Electric Co.	Q1 1999	$110.57	Q1 2004	$30.50	-72.42%	Closed	History

CATO - The Cato Corp.	Q1 2021	$12.00	Open	$3.23	-73.08%	Open	History

BAC - Bank of America Corp.	Q1 2007	$51.02	Q4 2010	$13.35	-73.83%	Closed	History

FNMA - Federal Nat'l Mtg.	Q1 2002	$79.88	Q2 2008	$19.51	-75.58%	Closed	History

APOL - Apollo Group	Q3 2010	$51.35	Q4 2016	$9.90	-80.72%	Closed	History

AVP - Avon Products, Inc.	Q3 2011	$19.60	Q1 2019	$2.94	-85.00%	Closed	History

C - Citigroup Inc.	Q1 2007	$513.50	Q4 2008	$67.10	-86.93%	Closed	History

FC - D Franklin Covey Co.	Q1 1999	$9.00	Q4 2002	$1.16	-87.11%	Closed	History

EMBC - Embecta Corp.	Q2 2022	$25.32	Open	$3.10	-87.76%	Open	History

RDI - Reading International, Inc.	Q3 2016	$13.37	Open	$1.21	-90.95%	Open	History

IPG - D Interpublic Group Co	Q1 1999	$77.88	Q2 2009	$5.06	-93.50%	Closed	History

AAIG - American Int'l. Group	Q3 2006	$66.26	Q3 2008	$3.31	-95.00%	Closed	History

CRMT - America's Car-Mart, Inc.	Q2 2022	$100.58	Open	$4.28	-95.74%	Open	History

EAF - GrafTech International Ltd.	Q3 2018	$195.00	Open	$6.62	-96.61%	Open	History

SLE - Sara Lee Corp.	Q1 2010	$133,728.00	Q1 2011	$169,728.00	data error	Closed	History

AVX - AVX Corp.	Q3 2002	$4,676,400.00	Q1 2003	$4,860,000.00	data error	Closed	History

MTG - MGIC Investment Corp.	Q3 2002	$40.83	Q3 2010	$9.23	data error	Closed	History

BRYG - Berkshire Hathaway B	Q3 1999	$1,858.76	Q1 2010	$81.25	data error	Closed	History

FRDMQ - Friedman's, Inc. Cl. A	Q4 2003	$6.71	Q3 2005	$0.04	data error	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.