Yacktman Asset Management as of Dec. 31, 2000
Portfolio Holdings for Yacktman Asset Management
Yacktman Asset Management holds 59 positions in its portfolio as reported in the December 2000 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Philip Morris Cos. | 10.0 | $19M | 424k | 44.00 | |
| DENTSPLY International | 8.3 | $16M | 397k | 39.12 | |
| First Data Corp | 7.9 | $15M | 282k | 52.69 | |
| Department 56 | 6.9 | $13M | 1.1M | 11.50 | |
| Federal Home Loan Mortgage (FMCC) | 5.7 | $11M | 154k | 68.88 | |
| Lancaster Colony (LANC) | 4.5 | $8.4M | 301k | 28.06 | |
| Berkshire Hathaway (BRK.A) | 4.3 | $8.0M | 113.00 | 71000.00 | |
| First Health Group | 4.2 | $8.0M | 171k | 46.57 | |
| H&R Block (HRB) | 4.0 | $7.4M | 179k | 41.37 | |
| Franklin Covey (FC) | 3.6 | $6.8M | 911k | 7.50 | |
| Clorox Company (CLX) | 3.4 | $6.4M | 181k | 35.50 | |
| Bandag, Inc. Cl. A | 2.4 | $4.5M | 135k | 33.50 | |
| Johnson & Johnson (JNJ) | 2.1 | $4.0M | 38k | 105.07 | |
| Intimate Brands | 1.8 | $3.3M | 220k | 15.00 | |
| Wesco Financial Corporation | 1.7 | $3.1M | 11k | 281.78 | |
| Servicemaster Company | 1.6 | $3.1M | 269k | 11.50 | |
| Russ Berrie & Co. | 1.6 | $2.9M | 138k | 21.12 | |
| K-Swiss | 1.6 | $2.9M | 116k | 25.00 | |
| Tupperware Brands Corporation (TUPBQ) | 1.5 | $2.8M | 135k | 20.44 | |
| Procter & Gamble Company (PG) | 1.3 | $2.4M | 30k | 78.45 | |
| CenturyLink | 1.1 | $2.1M | 60k | 35.75 | |
| Valassis Communications | 1.1 | $2.0M | 64k | 31.56 | |
| Citi | 1.1 | $2.0M | 38k | 51.07 | |
| Nova Corporation | 1.1 | $2.0M | 98k | 19.94 | |
| Anheuser-busch Cos | 1.0 | $1.8M | 40k | 45.49 | |
| Masco Corporation (MAS) | 0.9 | $1.8M | 70k | 25.68 | |
| Ralston Purina Group | 0.9 | $1.8M | 67k | 26.13 | |
| ITT Educational Services (ESINQ) | 0.9 | $1.7M | 80k | 22.00 | |
| Waste Management (WM) | 0.9 | $1.7M | 60k | 27.75 | |
| Reynolds & Reynolds | 0.9 | $1.6M | 81k | 20.25 | |
| Interpublic Group of Companies (IPG) | 0.9 | $1.6M | 38k | 42.56 | |
| Berkshire Hathaway Inc. Class B | 0.8 | $1.6M | 670.00 | 2353.73 | |
| Gartner Group Cl. B | 0.8 | $1.5M | 244k | 6.34 | |
| General Electric Company | 0.7 | $1.4M | 29k | 47.93 | |
| Ceridian Corp. | 0.7 | $1.3M | 67k | 19.94 | |
| Belo | 0.7 | $1.2M | 76k | 16.00 | |
| Equifax (EFX) | 0.6 | $1.2M | 40k | 28.68 | |
| Marsh & McLennan Companies (MMC) | 0.6 | $1.1M | 9.6k | 116.98 | |
| Hospitality Properties Trust | 0.6 | $1.1M | 50k | 22.62 | |
| Torchmark Corporation | 0.6 | $1.0M | 27k | 38.45 | |
| Gannett | 0.6 | $1.0M | 17k | 63.07 | |
| Jenny Craig | 0.4 | $795k | 580k | 1.37 | |
| Deluxe Corporation (DLX) | 0.4 | $758k | 30k | 25.27 | |
| Pfizer (PFE) | 0.4 | $731k | 16k | 45.97 | |
| Bristol Myers Squibb (BMY) | 0.3 | $614k | 8.3k | 73.98 | |
| U.s. Bancorp | 0.3 | $510k | 18k | 29.18 | |
| Energizer Holdings | 0.2 | $473k | 22k | 21.36 | |
| Wells Fargo & Co. | 0.2 | $472k | 8.5k | 55.66 | |
| American Express Company (AXP) | 0.2 | $412k | 7.5k | 54.93 | |
| Sbc Communications | 0.2 | $377k | 7.9k | 47.75 | |
| Gartner (IT) | 0.2 | $380k | 55k | 6.90 | |
| American Home Prod. | 0.2 | $356k | 5.6k | 63.57 | |
| Verizon Communications (VZ) | 0.2 | $330k | 6.6k | 50.09 | |
| Federal National Mortgage Association (FNMA) | 0.2 | $343k | 4.0k | 86.84 | |
| Unilever Nv | 0.2 | $337k | 5.4k | 62.91 | |
| Ims Health | 0.2 | $302k | 11k | 26.96 | |
| Grey Advertising | 0.1 | $260k | 400.00 | 650.00 | |
| Waddell & Reed Cl. B | 0.1 | $206k | 5.5k | 37.44 | |
| Whitman Corp. | 0.1 | $213k | 13k | 16.38 |
