Donald Yacktman - Yacktman Asset Management LP

Donald Yacktman - Yacktman Asset Management

Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    76
Portfolio value:    $7,499,157,453

Holdings Activity Buys Sells History

Holding/activity history for Equifax Inc. (EFX)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2013 Q1	0	0.00	Sell 100.00%	<0.01	$54.77–63.91 · VW $59.86i		SEC
2012 Q4	21,600	<0.01			$54.12	$1,169,000	SEC
2012 Q3	21,600	<0.01	Reduce 57.56%	<0.01	$45.55–51.86 · VW $49.55i	$1,006,000	SEC
2012 Q2	50,900	0.02	Reduce 3.78%	<0.01	$43.01–49.49 · VW $46.09i	$2,372,000	SEC
2012 Q1	52,900	0.02			$44.25	$2,341,000	SEC
2011 Q4	52,900	0.02			$38.73	$2,049,000	SEC
2011 Q3	52,900	0.02			$30.74	$1,626,000	SEC
2011 Q2	52,900	0.02			$34.73	$1,837,000	SEC
2011 Q1	52,900	0.03	Reduce 3.64%	<0.01	$35.13–39.90 · VW $37.61i	$2,055,000	SEC
2010 Q4	54,900	0.03			$35.59	$1,954,000	SEC
2010 Q3	54,900	0.04	Reduce 9.85%	<0.01	$29.52–35.12 · VW $33.08i	$1,713,000	SEC
2010 Q2	60,900	0.05			$28.06	$1,709,000	SEC
2010 Q1	60,900	0.07	Reduce 0.16%	<0.01	$28.88–36.63 · VW $31.92i	$2,180,000	SEC
2009 Q4	61,000	0.09	Reduce 3.17%	<0.01	$28.81–33.59 · VW $31.55i	$1,884,000	SEC
2009 Q3	63,000	0.11			$29.14	$1,836,000	SEC
2009 Q2	63,000	0.17			$26.10	$1,644,000	SEC
2009 Q1	63,000	0.28	Reduce 1.56%	<0.01	$19.63–29.62 · VW $25.49i	$1,540,000	SEC
2008 Q4	64,000	0.27	Add 9.97%	0.02	$20.86–28.43 · VW $23.60i	$1,697,000	SEC
2008 Q3	58,200	0.30	Reduce 6.43%	0.02	$19.38–37.19 · VW $27.34i	$2,005,000	SEC
2008 Q2	62,200	0.32			$33.62	$2,091,000	SEC
2008 Q1	62,200	0.28			$34.49	$2,145,000	SEC
2007 Q4	62,200	0.27			$36.37	$2,262,000	SEC
2007 Q3	62,200	0.28	Reduce 1.58%	<0.01	$35.22–40.21 · VW $37.55i	$2,371,000	SEC
2007 Q2	63,200	0.34	Reduce 1.56%	<0.01	$35.93–46.30 · VW $40.25i	$2,807,000	SEC
2007 Q1	64,200	0.29			$36.45	$2,340,000	SEC
2006 Q4	64,200	0.34			$40.61	$2,607,000	SEC
2006 Q3	64,200	0.34			$36.71	$2,357,000	SEC
2006 Q2	64,200	0.34			$34.35	$2,205,000	SEC
2006 Q1	64,200	0.37	Reduce 1.08%	<0.01	$35.32–38.86 · VW $36.75i	$2,391,000	SEC
2005 Q4	64,900	0.37	Reduce 4.42%	0.01	$35.44–39.42 · VW $37.17i	$2,467,000	SEC
2005 Q3	67,900	0.33	Reduce 11.70%	0.04	$32.77–38.90 · VW $36.66i	$2,372,000	SEC
2005 Q2	76,900	0.37			$35.71	$2,746,000	SEC
2005 Q1	76,900	0.33			$30.69	$2,360,000	SEC
2004 Q4	76,900	0.30	Reduce 0.52%	<0.01	$26.97–31.45 · VW $29.60i	$2,161,000	SEC
2004 Q3	77,300	0.32	Add 4.32%	0.01	$24.05–28.46 · VW $26.71i	$2,038,000	SEC
2004 Q2	74,100	0.30			$24.75	$1,834,000	SEC
2004 Q1	74,100	0.33	Add 7.24%	0.02	$23.52–27.37 · VW $25.13i	$1,913,000	SEC
2003 Q4	69,100	0.31			$24.50	$1,693,000	SEC
2003 Q3	69,100	0.33	Add 8.31%	0.03	$21.71–24.86 · VW $23.40i	$1,539,000	SEC
2003 Q2	63,800	0.29	Reduce 6.31%	0.02	$21.87–27.59 · VW $24.13i	$1,659,000	SEC
2003 Q1	68,100	0.29	Add 6.24%	0.02	$17.84–25.34 · VW $22.83i	$1,361,000	SEC
2002 Q4	64,100	0.32	Add 19.37%	0.05	$17.99–24.75 · VW $20.64i	$1,483,000	SEC
2002 Q3	53,700	0.33			$21.73	$1,167,000	SEC
2002 Q2	53,700	0.61	Add 5.92%	0.03	$18.95–29.21 · VW $23.81i	$1,450,000	SEC
2002 Q1	50,700	0.69			$29.90	$1,516,000	SEC
2001 Q4	50,700	0.64	Add 23.06%	0.12	$21.80–31.30 · VW $27.70i	$1,224,000	SEC
2001 Q3	41,200	0.58	Add 7.85%	0.04	$18.60–26.35 · VW $23.28i	$902,000	SEC
2001 Q2	38,200	0.87			$36.68	$1,401,000	SEC
2001 Q1	38,200	0.78	Reduce 4.98%	0.03	$28.38–35.30 · VW $32.92i	$1,194,000	SEC
2000 Q4	40,200	0.68	Add 3.88%	0.03	$26.69–33.75 · VW $30.25i	$1,153,000	SEC
2000 Q3	38,700	0.72			$26.93	$1,042,000	SEC
2000 Q2	38,700	0.70	Add 28.15%	0.15	$23.25–28.44 · VW $25.71i	$1,016,000	SEC
2000 Q1	30,200	0.49	Reduce 9.04%	0.03	$20.38–29.69 · VW $25.92i	$763,000	SEC
1999 Q4	33,200	0.32	Buy	0.32	$19.88–24.88 · VW $21.98i	$782,000	SEC

Price snapshot:

Current price$172.61

52-week low$150.75

52-week high$269.54