AVP - Tracking Yacktman Asset Management Portfolio - Q4 2017 Update
This article is part of a series that provides an ongoing analysis of the changes made to Yacktman’s US stock portfolio on a quarterly basis. It is based on Yacktman Asset Management’s regulatory 13F Form filed on 02/02/2018. 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 Q3 2017.
This quarter, Yacktman Asset Management’s (YACKX) (YAFFX) (YASSX) US long portfolio value increased marginally from $10.35B to $10.38B. The number of holdings decreased from