Yacktman Asset Management as of Dec. 31, 2001
Portfolio Holdings for Yacktman Asset Management
Yacktman Asset Management holds 67 positions in its portfolio as reported in the December 2001 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Lancaster Colony (LANC) | 10.1 | $21M | 588k | 35.51 | |
| First Data Corp | 9.5 | $20M | 250k | 78.45 | |
| DENTSPLY International | 7.6 | $16M | 312k | 50.20 | |
| H&R Block (HRB) | 5.9 | $12M | 271k | 44.70 | |
| Philip Morris Cos. | 5.9 | $12M | 264k | 45.85 | |
| Clorox Company (CLX) | 5.3 | $11M | 278k | 39.55 | |
| Berkshire Hathaway (BRK.A) | 5.3 | $11M | 144.00 | 75597.22 | |
| Department 56 | 3.9 | $8.1M | 937k | 8.60 | |
| Federal Home Loan Mortgage (FMCC) | 3.2 | $6.6M | 101k | 65.40 | |
| Franklin Covey (FC) | 2.9 | $6.0M | 1.0M | 6.03 | |
| First Health Group | 2.9 | $6.0M | 242k | 24.74 | |
| Russ Berrie & Co. | 2.2 | $4.5M | 151k | 30.00 | |
| Johnson & Johnson (JNJ) | 1.9 | $3.9M | 66k | 59.10 | |
| Bandag, Inc. Cl. A | 1.7 | $3.4M | 115k | 30.00 | |
| Interpublic Group of Companies (IPG) | 1.7 | $3.4M | 116k | 29.54 | |
| Coca-Cola Company (KO) | 1.5 | $3.1M | 65k | 47.15 | |
| Hospitality Properties Trust | 1.5 | $3.0M | 103k | 29.50 | |
| Wesco Financial Corporation | 1.4 | $3.0M | 9.5k | 315.01 | |
| Intimate Brands | 1.3 | $2.6M | 177k | 14.86 | |
| Waste Management (WM) | 1.3 | $2.6M | 82k | 31.91 | |
| Merck & Co | 1.1 | $2.4M | 40k | 58.80 | |
| K-Swiss | 1.1 | $2.3M | 70k | 33.25 | |
| Servicemaster Company | 1.1 | $2.3M | 164k | 13.80 | |
| Kraft Foods | 1.1 | $2.2M | 65k | 34.02 | |
| Procter & Gamble Company (PG) | 1.0 | $2.1M | 27k | 79.15 | |
| Ceridian Corp. | 1.0 | $2.1M | 111k | 18.75 | |
| Reynolds & Reynolds | 0.9 | $1.9M | 78k | 24.24 | |
| CenturyLink | 0.9 | $1.8M | 56k | 32.80 | |
| Blair Corp. | 0.9 | $1.8M | 82k | 22.60 | |
| Masco Corporation (MAS) | 0.8 | $1.7M | 70k | 24.50 | |
| Berkshire Hathaway Inc. Class B | 0.8 | $1.6M | 645.00 | 2525.58 | |
| Jenny Craig | 0.8 | $1.6M | 522k | 3.08 | |
| Schlumberger (SLB) | 0.7 | $1.5M | 28k | 54.95 | |
| Anheuser-busch Cos | 0.7 | $1.5M | 32k | 45.20 | |
| Bristol Myers Squibb (BMY) | 0.7 | $1.4M | 28k | 50.98 | |
| Emerson Electric (EMR) | 0.6 | $1.3M | 22k | 57.09 | |
| Equifax (EFX) | 0.6 | $1.2M | 51k | 24.14 | |
| Tribune | 0.6 | $1.2M | 32k | 37.43 | |
| Valassis Communications | 0.6 | $1.2M | 33k | 35.63 | |
| Instinet Group | 0.5 | $1.0M | 101k | 10.05 | |
| Gannett | 0.5 | $982k | 15k | 67.26 | |
| Saucony Inc. Cl B | 0.4 | $911k | 174k | 5.25 | |
| American Express Company (AXP) | 0.4 | $808k | 23k | 35.67 | |
| Torchmark Corporation | 0.4 | $787k | 20k | 39.35 | |
| Tupperware Brands Corporation (TUP) | 0.4 | $770k | 40k | 19.25 | |
| Polymedica Corp. | 0.4 | $754k | 46k | 16.59 | |
| Viad Corp. | 0.4 | $753k | 32k | 23.68 | |
| Arbitron | 0.4 | $749k | 22k | 34.14 | |
| Certegy | 0.3 | $654k | 19k | 34.24 | |
| Pfizer (PFE) | 0.3 | $634k | 16k | 39.87 | |
| U.s. Bancorp | 0.3 | $576k | 28k | 20.93 | |
| Gartner (IT) | 0.3 | $545k | 47k | 11.70 | |
| Mbia (MBI) | 0.3 | $536k | 10k | 53.60 | |
| Sherwin-Williams Company (SHW) | 0.2 | $417k | 15k | 27.48 | |
| Sbc Communications | 0.2 | $412k | 11k | 39.14 | |
| Energizer Holdings | 0.2 | $407k | 21k | 19.06 | |
| Hewlett-Packard Company | 0.2 | $417k | 20k | 20.54 | |
| General Electric Company | 0.2 | $369k | 9.2k | 40.11 | |
| American Home Prod. | 0.2 | $344k | 5.6k | 61.43 | |
| Unilever Nv | 0.1 | $309k | 5.4k | 57.68 | |
| Belo | 0.1 | $249k | 13k | 18.72 | |
| Abbott Laboratories (ABT) | 0.1 | $223k | 4.0k | 55.75 | |
| Waddell & Reed Financial | 0.1 | $218k | 6.8k | 32.17 | |
| Verizon Communications (VZ) | 0.1 | $208k | 4.4k | 47.36 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $215k | 2.0k | 107.50 | |
| M & F Worldwide (MFW) | 0.1 | $215k | 50k | 4.30 | |
| Saucony Inc. Cl A | 0.0 | $52k | 10k | 5.20 |
