Yacktman Asset Management as of June 30, 2002
Portfolio Holdings for Yacktman Asset Management
Yacktman Asset Management holds 71 positions in its portfolio as reported in the June 2002 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Lancaster Colony (LANC) | 9.3 | $24M | 661k | 35.66 | |
Tyco Intl | 7.5 | $19M | 1.4M | 13.51 | |
First Data Corp | 5.3 | $13M | 361k | 37.20 | |
Gemstar-tv Guide Int'l | 4.3 | $11M | 2.0M | 5.39 | |
H&R Block (HRB) | 4.2 | $11M | 232k | 46.15 | |
Philip Morris Cos. | 4.2 | $11M | 241k | 43.68 | |
Berkshire Hathaway (BRK.A) | 4.0 | $10M | 154.00 | 66798.70 | |
Federal Home Loan Mortgage (FMCC) | 3.4 | $8.7M | 143k | 61.20 | |
Bristol Myers Squibb (BMY) | 3.0 | $7.6M | 297k | 25.70 | |
First Health Group | 3.0 | $7.6M | 271k | 28.04 | |
DENTSPLY International | 2.9 | $7.4M | 202k | 36.91 | |
Clorox Company (CLX) | 2.9 | $7.4M | 180k | 41.35 | |
Aol Time Warner | 2.9 | $7.2M | 492k | 14.71 | |
Kraft Foods | 2.3 | $5.9M | 145k | 40.95 | |
Merck & Co | 2.2 | $5.5M | 109k | 50.64 | |
Unilever Nv | 2.1 | $5.5M | 84k | 64.80 | |
Russ Berrie & Co. | 2.1 | $5.4M | 152k | 35.40 | |
Coca-Cola Company (KO) | 1.8 | $4.5M | 80k | 56.01 | |
Henkel Kgaa (HENKY) | 1.7 | $4.3M | 69k | 62.22 | |
Bandag, Inc. Cl. A | 1.4 | $3.5M | 137k | 25.45 | |
Johnson & Johnson (JNJ) | 1.3 | $3.3M | 64k | 52.27 | |
Markel Corporation (MKL) | 1.2 | $3.0M | 15k | 197.03 | |
Interpublic Group of Companies (IPG) | 1.2 | $3.0M | 120k | 24.76 | |
Federal National Mortgage Association (FNMA) | 1.2 | $3.0M | 40k | 73.75 | |
U.s. Bancorp | 1.1 | $2.9M | 125k | 23.35 | |
Cadbury Schweppes | 1.1 | $2.8M | 92k | 30.18 | |
Apogent Tech | 1.1 | $2.7M | 133k | 20.57 | |
Waste Management (WM) | 1.0 | $2.6M | 98k | 26.05 | |
Washington Mutual | 0.9 | $2.4M | 64k | 37.12 | |
Trizec Properties | 0.9 | $2.3M | 136k | 16.86 | |
Blair Corp. | 0.9 | $2.2M | 87k | 25.58 | |
Ims Health | 0.8 | $2.1M | 119k | 17.95 | |
Masco Corporation (MAS) | 0.8 | $2.1M | 78k | 27.12 | |
Wesco Financial Corporation | 0.8 | $2.1M | 6.9k | 301.59 | |
Department 56 | 0.8 | $2.1M | 127k | 16.28 | |
Safeway | 0.8 | $1.9M | 66k | 29.19 | |
Instinet Group | 0.8 | $1.9M | 290k | 6.52 | |
Hospitality Properties Trust | 0.7 | $1.7M | 48k | 36.51 | |
Berkshire Hathaway Inc. Class B | 0.7 | $1.7M | 775.00 | 2233.55 | |
Procter & Gamble Company (PG) | 0.7 | $1.7M | 19k | 89.32 | |
CenturyLink | 0.6 | $1.6M | 55k | 29.49 | |
Schlumberger (SLB) | 0.6 | $1.6M | 34k | 46.49 | |
Electronic Data Systems Corp | 0.6 | $1.5M | 41k | 37.15 | |
Franklin Covey (FC) | 0.6 | $1.5M | 513k | 2.90 | |
Equifax (EFX) | 0.6 | $1.4M | 54k | 27.00 | |
Tribune | 0.5 | $1.4M | 32k | 43.49 | |
Great Lakes Reit | 0.5 | $1.4M | 72k | 18.99 | |
Anheuser-busch Cos | 0.5 | $1.3M | 27k | 49.98 | |
Saucony Inc. Cl B | 0.5 | $1.2M | 174k | 7.12 | |
Emerson Electric (EMR) | 0.5 | $1.2M | 23k | 53.49 | |
Hunter Douglas Nv Sp | 0.5 | $1.2M | 150k | 7.71 | |
Torchmark Corporation | 0.4 | $1.0M | 27k | 38.19 | |
Kroger (KR) | 0.4 | $999k | 50k | 19.89 | |
Comcast Corp. A Spec | 0.4 | $958k | 40k | 23.83 | |
Gannett | 0.4 | $950k | 13k | 75.88 | |
Tupperware Brands Corporation | 0.3 | $873k | 42k | 20.79 | |
Sherwin-Williams Company (SHW) | 0.3 | $753k | 25k | 29.91 | |
American Express Company (AXP) | 0.3 | $714k | 20k | 36.34 | |
McDonald's Corporation (MCD) | 0.3 | $716k | 25k | 28.47 | |
Golden West Financial Corp | 0.3 | $688k | 10k | 68.80 | |
Prudential Financial (PRU) | 0.3 | $667k | 20k | 33.35 | |
Pfizer (PFE) | 0.2 | $556k | 16k | 34.97 | |
Servicemaster Company | 0.2 | $554k | 40k | 13.71 | |
Mbia (MBI) | 0.2 | $565k | 10k | 56.50 | |
Chicago Rivet & Machine (CVR) | 0.1 | $327k | 13k | 25.50 | |
Hewlett-Packard Company | 0.1 | $310k | 20k | 15.27 | |
Wyeth | 0.1 | $287k | 5.6k | 51.25 | |
General Electric Company | 0.1 | $267k | 9.2k | 29.02 | |
Sbc Communications | 0.1 | $225k | 7.4k | 30.54 | |
Pepsi (PEP) | 0.1 | $231k | 4.8k | 48.12 | |
M & F Worldwide (MFW) | 0.1 | $190k | 50k | 3.80 |