SusanneB/E+ via Getty Images 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 Affiliated Management Group's ( AMG ) Yacktman Asset Management 13F Form filed on 05/01/2026. Please visit our Tracking Yacktman Asset Management series to get an idea of their investment philosophy and our previo...
SusanneB/E+ via Getty Images 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 Affiliated Management Group's ( AMG ) Yacktman Asset Management 13F Form filed on 05/01/2026. Please visit our Tracking Yacktman Asset Management series to get an idea of their investment philosophy and our previous update for the fund's moves during Q4 2025. This quarter, AMG's Yacktman Asset Management ( YACKX ) ( YAFFX ) ( YASSX ) 13F portfolio value increased from ~$7.14B to ~$7.50B. The number of holdings increased from 72 to 76. The largest holding is Canadian Natural Resources at 10.75% of the 13F portfolio. The largest five individual stock positions are Canadian Natural Resources, Microsoft, Charles Schwab, Fox Corp., and Alphabet. Together they account for ~29% of the 13F portfolio. The firm currently holds around ~11.5% cash. The portfolio is concentrated, with recent 13F reports showing around 75 individual positions. 39 of their stakes are significantly large (over ~0.5% of the 13F portfolio each), and they are the focus of this article. Note: Three of their top holdings in their flagship Yacktman Fund are not in the 13F report as they are not US-listed 13F securities: Bolloré SE ( BOIVF ), Samsung Electronics ( SSNLF ) Preferred, and Hyundai Mobis. The fund has generated alpha since their 1992 inception (10.61% annualized compared to 9.94% for the Russell 1000 Value Index and 10.62% for the S&P 500 Index). New Stakes PayPal Holdings ( PYPL ): PYPL is 1.38% of the portfolio position established this quarter at prices between ~$38.50 and ~$60. The stock currently trades at $50.44. FactSet Research Systems ( FDS ): The 0.65% FDS stake was purchased this quarter at prices between ~$185 and ~$301. The stock is now at ~$228. Avantor, Inc. ( AVTR ): The small 0.50% AVTR position was established this quarter at prices between $7.27 and $12.90. The stock currently trades at $7....
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A fresh plan announced by US President Donald Trump to help vessels through the Strait of Hormuz has left shipping executives perplexed, as attacks continue and traffic remains at a near standstill . Under what he called Project Freedom, Trump said on Sunday the US would guide ships trapped in the Persian Gulf “safely out of these restricted Waterways, so that they can freely and ably get on with ...
A fresh plan announced by US President Donald Trump to help vessels through the Strait of Hormuz has left shipping executives perplexed, as attacks continue and traffic remains at a near standstill . Under what he called Project Freedom, Trump said on Sunday the US would guide ships trapped in the Persian Gulf “safely out of these restricted Waterways, so that they can freely and ably get on with their business.” He provided no detail. An “enhanced security area” has been established by the US to support transits, according to a notice from the Joint Martime Information Center on Monday, advising vessels to consider crossing the waterway through Omani waters. But JMIC, which monitors and analyzes security threats in the area, also also did not elaborate on the plan. The head of the Iranian parliament’s National Security Commission, meanwhile, has already responded that US interference in Hormuz would constitute a violation of a fragile ceasefire in place since last month. Several shipowners and a ship manager contacted by Bloomberg said more concrete details would be needed, as well as assurances around key concerns including mines and safety from Iranian attacks. They asked not to be named given the sensitivity of the issue. Read More: Trump’s Hormuz Blockade Has Deepened a Historic Shipping Crisis Instead, Trump’s comments create the risk of unintended escalation, according to Anil Jai Singh, vice president at the Indian Maritime Foundation. “In what order will these ships be escorted out? Will some ships get preference over other ships? What about ships that are flying foreign flags?” Singh, a retired commodore with the Indian Navy, told Bloomberg TV. “It raises a lot of questions, and the answers are not very clear.” A vital trade thoroughfare, Hormuz has become a focal point in the current conflict, as Iran exerts its ability to impose asymmetric economic pain and the US struggles to reestablish free transits. The strait has been virtually blocked since US and ...
(RTTNews) - Healthcare Software firm Mach7 Technologies Limited (M7T.AX) announced Monday that Daniel Lee has resigned as Chief Financial Officer to focus on family priorities.
(RTTNews) - Healthcare Software firm Mach7 Technologies Limited (M7T.AX) announced Monday that Daniel Lee has resigned as Chief Financial Officer to focus on family priorities.