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  The Marzetti Co. (MZTI)
← All MZTI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2016   Q4 0 0.00 Sell 100.00% 0.30 $128.89–149.30 · VW $136.66i SEC
2016   Q3 260,000 0.30 Reduce 14.87% 0.05 $125.71–141.18 · VW $134.13i $34,343,000 SEC
2016   Q2 305,400 0.32 Reduce 22.59% 0.08 $117.50–137.71 · VW $129.91i $38,972,000 SEC
2016   Q1 394,500 0.34 Reduce 4.36% 0.02 $99.60–124.63 · VW $115.15i $43,620,000 SEC
2015   Q4 412,500 0.36 Reduce 20.37% 0.07 $95.78–119.80 · VW $105.78i $47,627,000 SEC
2015   Q3 518,000 0.33 Reduce 1.33% <0.01 $94.44–118.74 · VW $109.81i $50,495,000 SEC
2015   Q2 525,000 0.25 Reduce 0.94% <0.01 $87.23–96.37 · VW $92.81i $47,696,000 SEC
2015   Q1 530,000 0.23 $95.17 $50,440,000 SEC
2014   Q4 530,000 0.21 Add 0.95% <0.01 $87.89–96.95 · VW $92.08i $49,629,000 SEC
2014   Q3 525,000 0.19 $85.28 $44,772,000 SEC
2014   Q2 525,000 0.21 $95.16 $49,959,000 SEC
2014   Q1 525,000 0.22 $99.42 $52,195,000 SEC
2013   Q4 525,000 0.19 $88.15 $46,279,000 SEC
2013   Q3 525,000 0.19 Reduce 1.32% <0.01 $70.29–88.20 · VW $81.72i $41,102,000 SEC
2013   Q2 532,000 0.20 Add 15.65% 0.03 $73.50–86.13 · VW $77.80i $41,491,000 SEC
2013   Q1 460,000 0.18 $77.00 $35,420,000 SEC
2012   Q4 460,000 0.19 $69.19 $31,827,000 SEC
2012   Q3 460,000 0.21 $73.25 $33,695,000 SEC
2012   Q2 460,000 0.21 $71.21 $32,757,000 SEC
2012   Q1 460,000 0.21 Reduce 3.91% 0.01 $62.68–67.33 · VW $65.78i $30,572,000 SEC
2011   Q4 478,700 0.27 Reduce 39.86% 0.20 $65.17–72.04 · VW $67.46i $33,193,000 SEC
2011   Q3 796,038 0.50 Reduce 0.14% <0.01 $56.31–70.60 · VW $65.77i $48,566,000 SEC
2011   Q2 797,130 0.51 Reduce 0.45% <0.01 $53.60–64.15 · VW $59.46i $48,481,000 SEC
2011   Q1 800,767 0.62 Reduce 11.12% 0.10 $53.87–64.72 · VW $59.74i $48,526,000 SEC
2010   Q4 900,981 0.89 Reduce 9.00% 0.09 $51.96–59.62 · VW $56.43i $51,536,000 SEC
2010   Q3 990,057 1.04 Add 35.41% 0.27 $45.06–52.95 · VW $50.03i $47,028,000 SEC
2010   Q2 731,140 1.10 Add 1.28% 0.01 $43.28–55.99 · VW $48.28i $39,014,000 SEC
2010   Q1 721,886 1.37 Add 7.50% 0.10 $51.77–61.60 · VW $56.01i $42,562,000 SEC
2009   Q4 671,531 1.53 Add 20.21% 0.26 $47.67–59.46 · VW $54.89i $33,375,000 SEC
2009   Q3 558,626 1.79 Reduce 1.74% 0.05 $47.01–52.21 · VW $48.98i $28,641,000 SEC
2009   Q2 568,516 2.60 Reduce 7.86% 0.37 $41.52–53.41 · VW $48.40i $25,055,000 SEC
2009   Q1 617,000 4.68 Reduce 46.42% 2.90 $37.86–48.92 · VW $44.28i $25,593,000 SEC
2008   Q4 1,151,498 6.26 Reduce 7.44% 0.51 $29.46–42.86 · VW $37.07i $39,496,000 SEC
2008   Q3 1,243,998 6.92 Reduce 8.42% 0.53 $26.01–39.24 · VW $31.80i $46,849,000 SEC
2008   Q2 1,358,390 6.30 Add 6.16% 0.37 $29.57–38.00 · VW $34.12i $41,132,000 SEC
2008   Q1 1,279,590 6.70 Reduce 2.06% 0.13 $31.52–41.62 · VW $35.30i $51,132,000 SEC
2007   Q4 1,306,490 6.13 Reduce 4.68% 0.29 $32.72–41.77 · VW $37.21i $51,868,000 SEC
2007   Q3 1,370,590 6.15 Add 2.40% 0.14 $35.89–44.09 · VW $39.50i $52,315,000 SEC
2007   Q2 1,338,490 6.80 Add 11.32% 0.69 $37.05–44.62 · VW $40.78i $56,069,000 SEC
2007   Q1 1,202,427 6.56 Add 13.23% 0.77 $39.99–45.09 · VW $42.96i $53,135,000 SEC
2006   Q4 1,061,906 6.22 Add 2.74% 0.17 $41.60–45.96 · VW $43.30i $47,053,000 SEC
2006   Q3 1,033,614 6.72 Reduce 2.36% 0.15 $39.31–47.38 · VW $43.14i $46,265,000 SEC
2006   Q2 1,058,556 6.46 Reduce 0.67% 0.05 $37.28–44.87 · VW $42.10i $41,781,000 SEC
2006   Q1 1,065,644 6.89 Reduce 0.69% 0.04 $38.24–42.30 · VW $39.84i $44,757,000 SEC
2005   Q4 1,073,038 5.99 Add 1.10% 0.07 $36.35–42.11 · VW $39.53i $39,756,000 SEC
2005   Q3 1,061,338 6.31 Reduce 1.62% 0.10 $37.99–46.24 · VW $41.08i $45,638,000 SEC
2005   Q2 1,078,838 6.27 Add 9.13% 0.53 $41.93–45.94 · VW $44.54i $46,304,000 SEC
2005   Q1 988,550 5.92 Add 6.08% 0.34 $40.03–44.57 · VW $42.85i $42,063,000 SEC
2004   Q4 931,850 5.49 Reduce 1.07% 0.07 $40.85–44.75 · VW $42.74i $39,948,000 SEC
2004   Q3 941,950 6.18 Add 4.08% 0.24 $38.94–44.07 · VW $42.23i $39,717,000 SEC
2004   Q2 905,025 6.15 Add 6.08% 0.35 $37.95–44.16 · VW $41.13i $37,685,000 SEC
2004   Q1 853,125 6.00 Add 13.55% 0.72 $38.00–43.98 · VW $40.64i $34,466,000 SEC
2003   Q4 751,325 6.30 Add 3.47% 0.21 $41.14–46.66 · VW $43.40i $33,930,000 SEC
2003   Q3 726,125 6.16 Reduce 4.13% 0.21 $38.85–42.56 · VW $41.13i $28,878,000 SEC
2003   Q2 757,425 5.19 Add 3.44% 0.17 $37.91–41.25 · VW $39.55i $29,282,000 SEC
2003   Q1 732,225 5.95 Reduce 9.87% 0.68 $35.26–43.11 · VW $39.02i $28,080,000 SEC
2002   Q4 812,450 6.89 Add 28.32% 1.52 $36.02–39.85 · VW $37.95i $31,751,000 SEC
2002   Q3 633,150 7.63 Reduce 4.24% 0.42 $33.27–47.20 · VW $38.89i $26,668,000 SEC
2002   Q2 661,150 9.86 Reduce 8.19% 0.99 $31.55–41.95 · VW $38.23i $23,577,000 SEC
2002   Q1 720,150 12.13 Add 22.48% 2.23 $33.38–40.00 · VW $37.41i $26,674,000 SEC
2001   Q4 587,950 10.92 Add 30.70% 2.56 $32.08–37.36 · VW $34.30i $20,878,000 SEC
2001   Q3 449,850 8.11 Add 38.89% 2.27 $24.96–34.00 · VW $30.80i $12,600,000 SEC
2001   Q2 323,900 6.65 Add 4.42% 0.28 $31.30–34.96 · VW $32.92i $10,682,000 SEC
2001   Q1 310,200 5.86 Add 3.06% 0.17 $27.44–34.48 · VW $30.99i $9,015,000 SEC
2000   Q4 301,000 5.01 Add 193.37% 3.30 $23.38–30.19 · VW $27.69i $8,447,000 SEC
2000   Q3 102,600 1.74 Buy 1.74 $22.38–27.19 · VW $25.17i $2,520,000 SEC
Price snapshot:
Current price$114.11
52-week low$104.28
52-week high$185.91