Yacktman Asset Management as of March 31, 2002
Portfolio Holdings for Yacktman Asset Management
Yacktman Asset Management holds 75 positions in its portfolio as reported in the March 2002 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Lancaster Colony (LANC) | 11.2 | $27M | 720k | 37.04 | |
First Data Corp | 6.5 | $16M | 179k | 87.25 | |
DENTSPLY International | 6.0 | $14M | 387k | 37.06 | |
Philip Morris Cos. | 5.9 | $14M | 266k | 52.67 | |
Clorox Company (CLX) | 4.9 | $12M | 268k | 43.63 | |
Berkshire Hathaway (BRK.A) | 4.3 | $10M | 144.00 | 71097.22 | |
H&R Block (HRB) | 4.1 | $9.8M | 221k | 44.45 | |
Federal Home Loan Mortgage (FMCC) | 3.4 | $8.1M | 128k | 63.37 | |
Department 56 | 2.8 | $6.8M | 484k | 14.00 | |
First Health Group | 2.7 | $6.4M | 265k | 24.13 | |
Kraft Foods | 2.6 | $6.3M | 164k | 38.65 | |
Merck & Co | 2.6 | $6.2M | 108k | 57.58 | |
Bristol Myers Squibb (BMY) | 2.5 | $6.1M | 151k | 40.49 | |
Unilever Nv | 2.3 | $5.5M | 96k | 56.80 | |
Russ Berrie & Co. | 2.0 | $4.9M | 152k | 32.20 | |
Coca-Cola Company (KO) | 2.0 | $4.8M | 93k | 52.26 | |
Johnson & Johnson (JNJ) | 1.7 | $4.1M | 64k | 64.96 | |
Interpublic Group of Companies (IPG) | 1.7 | $4.0M | 116k | 34.28 | |
Bandag, Inc. Cl. A | 1.6 | $3.8M | 114k | 33.15 | |
Hospitality Properties Trust | 1.4 | $3.4M | 98k | 34.33 | |
Markel Corporation (MKL) | 1.2 | $2.9M | 14k | 203.50 | |
U.s. Bancorp | 1.2 | $2.8M | 125k | 22.57 | |
Instinet Group | 1.1 | $2.7M | 410k | 6.51 | |
Franklin Covey (FC) | 1.0 | $2.5M | 969k | 2.56 | |
Washington Mutual | 1.0 | $2.5M | 74k | 33.12 | |
Waste Management (WM) | 1.0 | $2.4M | 89k | 27.25 | |
Reynolds & Reynolds | 1.0 | $2.3M | 78k | 30.00 | |
Wesco Financial Corporation | 0.9 | $2.2M | 7.1k | 312.54 | |
Servicemaster Company | 0.9 | $2.2M | 160k | 13.75 | |
Procter & Gamble Company (PG) | 0.9 | $2.1M | 23k | 90.08 | |
Federal National Mortgage Association (FNMA) | 0.8 | $2.0M | 25k | 79.88 | |
Masco Corporation (MAS) | 0.8 | $1.9M | 70k | 27.45 | |
CenturyLink | 0.8 | $1.9M | 56k | 34.00 | |
K-Swiss | 0.8 | $1.9M | 45k | 41.98 | |
Cadbury Schweppes | 0.7 | $1.7M | 62k | 27.76 | |
Schlumberger (SLB) | 0.7 | $1.6M | 28k | 58.81 | |
Blair Corp. | 0.7 | $1.6M | 87k | 18.40 | |
Berkshire Hathaway Inc. Class B | 0.6 | $1.5M | 645.00 | 2368.99 | |
Equifax (EFX) | 0.6 | $1.5M | 51k | 29.90 | |
Tribune | 0.6 | $1.4M | 32k | 45.46 | |
Anheuser-busch Cos | 0.6 | $1.4M | 27k | 52.20 | |
Ims Health | 0.6 | $1.3M | 59k | 22.44 | |
Emerson Electric (EMR) | 0.5 | $1.3M | 22k | 57.40 | |
Valassis Communications | 0.5 | $1.2M | 32k | 38.63 | |
Aol Time Warner | 0.5 | $1.2M | 50k | 23.65 | |
Great Lakes Reit | 0.5 | $1.2M | 71k | 16.95 | |
Limited Brands | 0.5 | $1.2M | 66k | 17.90 | |
Saucony Inc. Cl B | 0.5 | $1.1M | 174k | 6.30 | |
Polymedica Corp. | 0.4 | $1.0M | 41k | 25.44 | |
Gannett | 0.4 | $953k | 13k | 76.12 | |
Tupperware Brands Corporation | 0.4 | $955k | 42k | 22.74 | |
Torchmark Corporation | 0.3 | $806k | 20k | 40.30 | |
Arbitron | 0.3 | $742k | 22k | 33.82 | |
Certegy | 0.3 | $738k | 19k | 39.68 | |
American Express Company (AXP) | 0.3 | $723k | 18k | 40.96 | |
Sherwin-Williams Company (SHW) | 0.3 | $717k | 25k | 28.48 | |
McDonald's Corporation (MCD) | 0.3 | $698k | 25k | 27.75 | |
Safeway | 0.3 | $680k | 15k | 45.03 | |
Kroger (KR) | 0.3 | $670k | 30k | 22.17 | |
Golden West Financial Corp | 0.3 | $635k | 10k | 63.50 | |
Pfizer (PFE) | 0.3 | $632k | 16k | 39.75 | |
Prudential Financial (PRU) | 0.3 | $621k | 20k | 31.05 | |
Gartner (IT) | 0.2 | $588k | 46k | 12.89 | |
Mbia (MBI) | 0.2 | $547k | 10k | 54.70 | |
Wyeth | 0.1 | $368k | 5.6k | 65.71 | |
Energizer Holdings | 0.1 | $369k | 16k | 23.76 | |
Hewlett-Packard Company | 0.1 | $364k | 20k | 17.93 | |
General Electric Company | 0.1 | $345k | 9.2k | 37.50 | |
Sbc Communications | 0.1 | $328k | 8.8k | 37.41 | |
Belo | 0.1 | $309k | 13k | 23.23 | |
Abbott Laboratories (ABT) | 0.1 | $210k | 4.0k | 52.50 | |
Waddell & Reed Financial | 0.1 | $207k | 6.8k | 30.55 | |
Marsh & McLennan Companies (MMC) | 0.1 | $225k | 2.0k | 112.50 | |
Verizon Communications (VZ) | 0.1 | $202k | 4.4k | 45.99 | |
M & F Worldwide (MFW) | 0.1 | $132k | 50k | 2.64 |