10 Stocks Donald Yacktman is Selling in 2022
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Posts Tagged ‘Donald Yacktman’
Billionaire Donald Yacktman’s Hedge Fund Trims Exposure to Consumer Staples, Energy
Billionaire investing legend Donald Yacktman is increasingly pulling money out of U.S. equities. According to the latest 13F filing submitted by Mr.
Investing Legend Donald Yacktman Trims Stake in Major Holdings Going Into Q2
Billionaire value investor Donald Yacktman recently revealed his top equity picks for the second quarter via a 13F filing submitted to the SEC by his firm, Yacktman Asset Management...
Value Investing Guru Donald Yacktman Propelled to Strong Q1 by Top Picks
Some analysts and investors believe that value investing will achieve a comeback in the foreseeable future, as growth stocks have outperformed value stocks by a wide margin in...
Donald Yacktman’s Top Dividend Stock Picks for 2016
2016 has thus far been another disappointing year for stock market investors.
Here Are Yacktman Asset Management’s Top Tech Picks
Donald Yacktman’s Yacktman Asset Management has recently filed its 13F with the Securities and Exchange Commission for the third quarter, disclosing an equity portfolio worth...
Yacktman Asset Management Keeps Betting on Consumer Stocks
Donald Yacktman’s Yacktman Asset Management has filed the latest 13F with the SEC for the end of the second quarter, in which it disclosed an equity portfolio worth $18.74 billion...
Warren Buffett, Donald Yacktman Believe In The Value Of The Coca-Cola Co (KO) And These Four Stocks
We have extricated the top five companies that have the blessings of two of the best value investors in business today, Donald Yacktman (pictured) and Warren Buffett.
Avon Products, Inc. (AVP), Patterson Companies, Inc. (PDCO): Donald Yacktman’s Small-cap Value Picks
Donald Yacktman’s Yacktman Asset Management has filed its 13F with the SEC for the reporting period of March 31.
Microsoft Corporation (MSFT), The Coca-Cola Co (KO), More: Donald Yacktman and Insiders Love These Stocks
Scanning through the equity holdings of Donald Yacktman's Yacktman Asset Management as of the latest 13F reporting period, we studied his top holdings to pinpoint those which...
Best Technology Value Stocks? Donald Yacktman Thinks These Are Them
With the round of 13F filings for the March quarter still underway, we have decided to take a closer look at the top technological picks of Donald Yacktman's Yacktman Asset Management...
PepsiCo, Inc. (PEP), Oracle Corporation (ORCL): Donald Yacktman Still Bets on Big Consumer and Tech Stocks
Donald Yacktman's Yacktman Asset Management is one of the most widely-followed funds in the US due to its focus on value investing.
ValueAct Still Believes Strongly in Microsoft Corporation (MSFT): Here’s Why
In a Form 4 filing with the SEC yesterday, Jeffrey Ubben’s ValueAct Capital disclosed seven purchases of Microsoft Corporation (NASDAQ:MSFT) stock between February 2 and February...
E I Du Pont De Nemours And Co (DD), PepsiCo, Inc. (PEP), Mondelez International Inc (MDLZ): Trian Partners’ Top Picks for the Fourth Quarter
In its latest 13F filing with the U.S. Securities and Exchange Commission, Nelson Peltz’s Trian Partners disclosed its top 3 picks for the fourth quarter of 2014.
Steven Wishnia’s Highland Capital Management Discloses Top 3 Picks For Q4
In its latest 13F form filed with the U.S.
Johnson & Johnson (JNJ), Kimberly Clark Corp (KMB) & Microsoft Corporation (MSFT) Are Largest Holdings of West Coast Asset Management
Lance Helfert and Paul Orfalea’s West Coast Asset Management has left its equity portfolio relatively unchanged since last quarter, except for one big change.
Micron Technology Inc (MU), Twenty-First Century Fox Inc (FOX), 21Vianet Group Inc (VNET): Hong Kong’s Azentus Capital Management is Into Tech and Media Stocks
Azentus Capital Management is one of Hong Kong’s largest hedge funds. Managed by Morgan Sze, the fund had the best returns since inception in 2013.
Apache Corporation (APA), PepsiCo, Inc. (PEP), Intel Corporation (INTC): Sanborn Kilcollin Partners Top Q2 Picks
In its recent filing with the U.S.
Cisco Systems Inc. (CSCO), Twitter Inc (TWTR), Signet Jewelers Ltd. (SIG): Brookside Capital’s New Bets Deserve a Closer Look
Brookside Capital is a hedge fund founded by several Bain Consulting employees in the 1980s, as a mechanism to provide investors with direct profit from the management skills ...
Yahoo! Inc. (YHOO), eBay Inc (EBAY), Navient Corp (NAVI): Zenit Asset Management AB Loves These Stocks
In its latest 13F filing with the U.S Securities and Exchange Commission, Zenit Asset Management AB, led by Patrik Brummer, revealed its equity portfolio, worth $876.7 million...
Lifelock Inc (LOCK), eBay Inc (EBAY), AVG Technologies NV (AVG): Okumus Fund Management Top Q2 Stocks
Okumus Fund Management, a New York-based hedge fund managed by Ahmet Okumus, recently filed its 13F with the U.S Securities and Exchange Commission.
Twenty-First Century Fox Inc. (FOX), Microsoft Corporation (MSFT), Charles Schwab Corp (SCHW): Route One Investment Company Top Q2 Picks
In its recent 13F filing with the U.S.
Caterpillar Inc. (CAT), The Coca-Cola Company (KO), Canadian National Railway (USA) (CNI): 3 Safe Picks From Bill Gates’ Foundation Trust
Bill & Melinda Gates Foundation Trust is a non-operating private foundation that works to help people lead healthy, productive lives.
PepsiCo Inc. (PEP), Mondelez International Inc (MDLZ), GNC Holdings Inc (GNC): Nelson Peltz’s Latest Moves
As we continue to analyze major hedge funds’ 13F filings, we came across an interesting portfolio: that of Trian Fund Management.
Icahn Enterprises LP (IEP), eBay Inc (EBAY), Netflix Inc. (NFLX), Gannett Co. Inc. (GCI): Carl Icahn’s Recent Portfolio Activity
Legendary corporate raider Carl Icahn recently filed his second quarter Form 13F with the SEC.
Dollar General Corp. (DG), Twenty-First Century Fox (FOXA), Vipshop Holdings Ltd – ADR (VIPS): Billionaires Chase Coleman and Feroz Dewan Love These Stocks
As we reported last month, Tiger Global Management’s* star hedge fund Tiger Global, managed by Feroz Dewan, returned 6.1% in June, and more than 15.2% in the first semester...
The Boeing Company (BA), Pfizer Inc. (PFE), The Procter & Gamble Company (PG): Matthew Tewksbury’s Top 3 Picks For the Second Quarter
Matthew Tewksbury’s Stevens Capital Management recently disclosed, with the SEC, its long equity positions for the second quarter of 2014.
eBay Inc (EBAY), Yahoo! Inc. (YHOO), Google Inc (GOOG): James Melcher’s Favorite Tech Stocks
James Melcher’s Balestra Capital recently filed a Form 13F with the SEC, disclosing his long equity positions as of June 30, 2014.
Patrick Gideon’s Grandmaster Capital Loves Warren Buffett’s Picks
As we continue to track 13F filings for the second quarter of 2014, we came across Grandmaster Capital’s.
Apple Inc. (AAPL), Oracle Corporation (ORCL), Microsoft Corporation (MSFT): Billionaire David Harding’s Mega-Cap Tech Stock Picks
Billionaire David Harding’s Winton Capital Group recently filed its Form 13F for the second quarter of 2014.
Time Warner Inc (TWX) Rebuffs Buyout Offer From Twenty-First Century Fox Inc (FOXA), What Next?
Time Warner Inc (NYSE:TWX) declined a proposal to be purchased by Twenty-First Century Fox Inc (NASDAQ:FOXA) in a deal that could have created the most powerful media conglomerate...
Bridgewater Associates’ First Quarter Largest Equity Holdings
Last week, Ray Dalio’s Bridgewater Associates, one of the world’s largest hedge funds, with $161.9 billion in Assets Under Management, disclosed its long equity positions ...
Highbridge Capital Management: Five Important Moves During Q1
Glenn Russell Dubin’s Highbridge Capital Management, has recently presented its Form 13F Filing for the first quarter of 2014 at the U.S. Securities and Exchange Commission.
ValueAct Capital Buys More Than $116 Million in Microsoft (MSFT) Shares
On Monday May 12, ValueAct Capital, managed by Jeffrey Ubben, declared the purchase of more than 2.95 million shares of Microsoft Corporation (NASDAQ:MSFT), which already is the...
Four Warren Buffet Picks With Recent Insider Purchases
Since we last looked into companies that are in Warren Buffett 's portfolio, which had also witnessed insider purchases quite much has gone on.
Bottoms Up: Two Stocks That Insiders Are Chug-a-Lugging
Tracking insider purchases is very important to our investment strategy (just as much as hedge fund moves).
Donald Yacktman Latest Moves Involve SYSCO Corporation (SYY)
In its latest filing, Donald Yacktman’s Yacktman Asset Management reported slightly trimming its position in SYSCO Corporation (NYSE:SYY).
Donald Yacktman’s Top Stock Picks: PepsiCo, Inc. (PEP), Twenty-First Century Fox Inc (FOXA) & More
Yacktman Asset Management, led by Donald Yacktman focuses on value-priced equities. In his 13F filing he has revealed his holdings for the fourth ended December 2013.
5 Warren Buffett Stocks Dumb Money Should Avoid
There are three types of investors: smart, dumb, and dumber. Eugene Fama is best known for his Efficient Market Hypothesis.
Billionaire Mario Gabelli’s Apple Warning
Here at Insider Monkey, we try to give you all investors' opinions on Apple Inc. (NADSAQ:AAPL).
The Winklevoss Twins Didn’t Talk About These Stocks Last Week, But These Guys Did
The Winklevoss twins: The Value Investing Congress was last week, and we at Insider Monkey were in attendance.
Apple Versus Microsoft: What Do Hedge Funds Think?
Apple versus Microsoft: Apple Inc. (NASDAQ:AAPL) versus Microsoft Corporation (NASDAQ:MSFT).
Donald Yacktman Says Apple Isn’t As Cheap As You Think, Explains Why Microsoft Is Better
Donald Yacktman might not have the same name recognition as a Warren Buffett or a David Einhorn, but when he speaks about Apple Inc. (NASDAQ:AAPL) and Microsoft Corporation...
Lancaster Colony Corp. (LANC): Hedge Funds Are Bullish and Insiders Are Undecided, What Should You Do?
In today’s marketplace, there are tons of methods shareholders can use to track Mr. Market. Two of the best are hedge fund and insider trading interest.
Janus Capital Group Inc (JNS): Are Hedge Funds Right About This Stock?
If you were to ask many traders, hedge funds are assumed to be overrated, old investment vehicles of an era lost to time.
Do Hedge Funds and Insiders Love Sigma-Aldrich Corporation (SIAL)?
To the average investor, there are tons of gauges market participants can use to track their holdings. Two of the best are hedge fund and insider trading activity.
Oracle Corporation (ORCL)’s 5 Most Bullish Money Managers
In the financial blogosphere, there are many analytical tools for Oracle Corporation (NASDAQ:ORCL) readers to watch, but it's important to be aware of a stock's hedge fund managers...
Is C.H. Robinson Worldwide, Inc. (CHRW) Going to Burn These Hedge Funds?
In the financial world, there are dozens of methods investors can use to monitor their holdings. A duo of the most useful are hedge fund and insider trading sentiment.
What Hedge Funds Think About The Clorox Company (CLX)
Now, according to many of your peers, hedge funds are seen as overrated, old financial tools of a period lost to current times.
Hedge Funds Are Buying Northern Trust Corporation (NTRS)
To the average investor, there are many methods shareholders can use to watch publicly traded companies. Two of the most useful are hedge fund and insider trading activity.
