AVP - Tracking Yacktman Asset Management Portfolio - Q3 2018 Update
This article is part of a series that provides an ongoing analysis of the changes made to Yacktman’s 13F stock portfolio on a quarterly basis. It is based on Yacktman Asset Management’s regulatory 13F Form filed on 11/08/2018. Please visit our Tracking Yacktman Asset Management series to get an idea of his investment philosophy and our previous update for the fund’s moves during Q2 2018.
This quarter, Yacktman Asset Management’s (YACKX) (YAFFX) (YASSX) 13F portfolio value increased ~4% from $8.05B to $8.34B. The number of holdings increased from 39