Yacktman Asset Management as of March 31, 2001
Portfolio Holdings for Yacktman Asset Management
Yacktman Asset Management holds 54 positions in its portfolio as reported in the March 2001 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Philip Morris Cos. | 10.2 | $17M | 363k | 47.45 | |
| First Data Corp | 9.6 | $16M | 273k | 59.71 | |
| DENTSPLY International | 8.5 | $14M | 394k | 36.50 | |
| Federal Home Loan Mortgage (FMCC) | 5.9 | $10M | 154k | 64.83 | |
| Department 56 | 5.7 | $9.6M | 1.1M | 8.90 | |
| Lancaster Colony (LANC) | 5.3 | $9.0M | 310k | 29.06 | |
| H&R Block (HRB) | 4.6 | $7.8M | 156k | 50.06 | |
| Berkshire Hathaway (BRK.A) | 4.4 | $7.4M | 113.00 | 65451.33 | |
| Franklin Covey (FC) | 4.3 | $7.2M | 893k | 8.09 | |
| First Health Group | 4.1 | $6.9M | 158k | 43.88 | |
| Clorox Company (CLX) | 3.4 | $5.8M | 185k | 31.45 | |
| Russ Berrie & Co. | 2.2 | $3.8M | 151k | 25.22 | |
| Wesco Financial Corporation | 2.0 | $3.4M | 11k | 306.97 | |
| Johnson & Johnson (JNJ) | 1.9 | $3.3M | 38k | 87.48 | |
| Servicemaster Company | 1.8 | $3.0M | 271k | 11.23 | |
| Intimate Brands | 1.6 | $2.7M | 183k | 14.70 | |
| Bandag, Inc. Cl. A | 1.4 | $2.3M | 109k | 21.57 | |
| Ceridian Corp. | 1.2 | $2.0M | 110k | 18.50 | |
| K-Swiss | 1.2 | $2.0M | 78k | 25.63 | |
| Nova Corporation | 1.2 | $2.0M | 107k | 18.44 | |
| Ralston Purina Group | 1.1 | $1.9M | 62k | 31.15 | |
| Anheuser-busch Cos | 1.1 | $1.8M | 40k | 45.93 | |
| Procter & Gamble Company (PG) | 1.1 | $1.8M | 29k | 62.60 | |
| Masco Corporation (MAS) | 1.0 | $1.7M | 70k | 24.14 | |
| Tupperware Brands Corporation (TUP) | 1.0 | $1.7M | 70k | 23.86 | |
| CenturyLink | 0.9 | $1.6M | 56k | 28.75 | |
| Valassis Communications | 0.9 | $1.6M | 54k | 29.00 | |
| Gartner Group Cl. B | 0.9 | $1.5M | 244k | 6.30 | |
| Reynolds & Reynolds | 0.9 | $1.5M | 78k | 19.24 | |
| Waste Management (WM) | 0.9 | $1.5M | 60k | 24.70 | |
| Citi | 0.8 | $1.4M | 30k | 44.99 | |
| Interpublic Group of Companies (IPG) | 0.8 | $1.3M | 38k | 34.36 | |
| Hospitality Properties Trust | 0.8 | $1.3M | 50k | 26.40 | |
| Berkshire Hathaway Inc. Class B | 0.7 | $1.2M | 550.00 | 2176.36 | |
| Equifax (EFX) | 0.7 | $1.2M | 38k | 31.26 | |
| Torchmark Corporation | 0.6 | $1.1M | 27k | 38.82 | |
| Gannett | 0.6 | $932k | 16k | 59.74 | |
| General Electric Company | 0.5 | $791k | 19k | 41.85 | |
| M & F Worldwide (MFW) | 0.5 | $769k | 157k | 4.90 | |
| Deluxe Corporation (DLX) | 0.4 | $710k | 30k | 23.67 | |
| Jenny Craig | 0.4 | $684k | 580k | 1.18 | |
| Pfizer (PFE) | 0.4 | $651k | 16k | 40.94 | |
| Energizer Holdings | 0.3 | $571k | 23k | 24.99 | |
| Sbc Communications | 0.3 | $470k | 11k | 44.65 | |
| Marsh & McLennan Companies (MMC) | 0.3 | $475k | 5.0k | 95.00 | |
| Bristol Myers Squibb (BMY) | 0.3 | $463k | 7.8k | 59.36 | |
| Wells Fargo & Co. | 0.2 | $420k | 8.5k | 49.53 | |
| Belo | 0.2 | $400k | 24k | 16.46 | |
| Gartner (IT) | 0.2 | $331k | 49k | 6.74 | |
| American Home Prod. | 0.2 | $329k | 5.6k | 58.75 | |
| American Express Company (AXP) | 0.2 | $310k | 7.5k | 41.33 | |
| Unilever Nv | 0.2 | $282k | 5.4k | 52.64 | |
| U.s. Bancorp | 0.1 | $233k | 10k | 23.19 | |
| Verizon Communications (VZ) | 0.1 | $217k | 4.4k | 49.41 |
