Yacktman Asset Management as of Dec. 31, 2002
Portfolio Holdings for Yacktman Asset Management
Yacktman Asset Management holds 76 positions in its portfolio as reported in the December 2002 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Tyco Intl | 11.7 | $56M | 3.3M | 17.08 | |
Liberty Media Corp-a | 8.9 | $43M | 4.8M | 8.94 | |
Lancaster Colony (LANC) | 6.6 | $32M | 813k | 39.08 | |
Bristol Myers Squibb (BMY) | 4.4 | $21M | 907k | 23.15 | |
Henkel Kgaa (HENKY) | 4.0 | $19M | 346k | 55.09 | |
Electronic Data Systems Corp | 3.7 | $18M | 971k | 18.43 | |
Federal Home Loan Mortgage (FMCC) | 3.5 | $17M | 286k | 59.05 | |
First Data Corp | 3.5 | $17M | 471k | 35.41 | |
Unilever Nv | 2.5 | $12M | 199k | 61.71 | |
Berkshire Hathaway (BRK.A) | 2.5 | $12M | 164.00 | 72750.00 | |
H&R Block (HRB) | 2.4 | $12M | 288k | 40.20 | |
Philip Morris Cos. | 2.4 | $12M | 285k | 40.53 | |
Interpublic Group of Companies (IPG) | 2.3 | $11M | 794k | 14.08 | |
Nicor | 2.2 | $11M | 313k | 34.03 | |
Trizec Properties | 2.2 | $11M | 1.1M | 9.39 | |
First Health Group | 2.1 | $10M | 423k | 24.35 | |
Kraft Foods | 1.9 | $9.4M | 241k | 38.93 | |
Gemstar-tv Guide Int'l | 1.9 | $9.3M | 2.9M | 3.25 | |
Aol Time Warner | 1.9 | $9.0M | 690k | 13.10 | |
Clorox Company (CLX) | 1.8 | $8.8M | 212k | 41.25 | |
Apogent Tech | 1.8 | $8.7M | 417k | 20.80 | |
Pepsi (PEP) | 1.5 | $7.4M | 176k | 42.22 | |
Safeway | 1.4 | $6.7M | 285k | 23.36 | |
Federal National Mortgage Association (FNMA) | 1.3 | $6.5M | 100k | 64.33 | |
U.s. Bancorp | 1.3 | $6.1M | 285k | 21.22 | |
Mbia (MBI) | 1.2 | $5.8M | 131k | 43.86 | |
Washington Mutual | 1.1 | $5.3M | 154k | 34.53 | |
Russ Berrie & Co. | 1.1 | $5.2M | 154k | 33.78 | |
Bandag, Inc. Cl. A | 0.8 | $3.9M | 111k | 34.59 | |
Merck & Co | 0.7 | $3.5M | 62k | 56.61 | |
MGIC Investment (MTG) | 0.7 | $3.3M | 81k | 41.30 | |
Johnson & Johnson (JNJ) | 0.7 | $3.4M | 63k | 53.71 | |
Markel Corporation (MKL) | 0.7 | $3.1M | 15k | 205.50 | |
Cadbury Schweppes | 0.7 | $3.1M | 122k | 25.61 | |
Coca-Cola Company (KO) | 0.6 | $3.1M | 70k | 43.81 | |
Ims Health | 0.6 | $2.9M | 179k | 16.00 | |
Interstate Bakeries | 0.5 | $2.3M | 150k | 15.25 | |
Tupperware Brands Corporation | 0.5 | $2.3M | 154k | 15.08 | |
Waste Management (WM) | 0.5 | $2.2M | 97k | 22.92 | |
Servicemaster Company | 0.5 | $2.2M | 201k | 11.10 | |
Wesco Financial Corporation | 0.5 | $2.2M | 7.2k | 309.89 | |
Hunter Douglas Nv Sp | 0.5 | $2.2M | 300k | 7.32 | |
Home Depot (HD) | 0.5 | $2.2M | 90k | 23.96 | |
United Technologies Corporation | 0.5 | $2.2M | 35k | 61.93 | |
Berkshire Hathaway Inc. Class B | 0.4 | $2.0M | 824.00 | 2423.54 | |
McDonald's Corporation (MCD) | 0.4 | $1.8M | 110k | 16.08 | |
Ethan Allen Interiors (ETD) | 0.4 | $1.8M | 52k | 34.36 | |
CenturyLink | 0.4 | $1.8M | 61k | 29.38 | |
Procter & Gamble Company (PG) | 0.3 | $1.7M | 19k | 85.95 | |
Masco Corporation (MAS) | 0.3 | $1.6M | 78k | 21.05 | |
Saucony Inc. Cl B | 0.3 | $1.6M | 176k | 9.32 | |
Prudential Financial (PRU) | 0.3 | $1.6M | 50k | 31.74 | |
American Express Company (AXP) | 0.3 | $1.5M | 43k | 35.34 | |
Blair Corp. | 0.3 | $1.5M | 65k | 23.32 | |
Equifax (EFX) | 0.3 | $1.5M | 64k | 23.14 | |
Kimberly-Clark Corporation (KMB) | 0.3 | $1.5M | 31k | 47.47 | |
Tribune | 0.3 | $1.4M | 32k | 45.46 | |
Kroger (KR) | 0.3 | $1.4M | 90k | 15.45 | |
Anheuser-busch Cos | 0.3 | $1.4M | 28k | 48.39 | |
Hewlett-Packard Company | 0.2 | $1.2M | 70k | 17.35 | |
Instinet Group | 0.2 | $1.1M | 260k | 4.23 | |
Torchmark Corporation | 0.2 | $1.0M | 28k | 36.53 | |
AVX Corporation | 0.2 | $984k | 101k | 9.80 | |
Emerson Electric (EMR) | 0.2 | $936k | 18k | 50.87 | |
Gannett | 0.2 | $936k | 13k | 71.78 | |
Comcast Corp. A Spec | 0.2 | $908k | 40k | 22.59 | |
Great Lakes Reit | 0.2 | $858k | 52k | 16.64 | |
Schlumberger (SLB) | 0.2 | $766k | 18k | 42.09 | |
Sherwin-Williams Company (SHW) | 0.1 | $711k | 25k | 28.24 | |
Golden West Financial Corp | 0.1 | $718k | 10k | 71.80 | |
Department 56 | 0.1 | $742k | 58k | 12.90 | |
Pfizer (PFE) | 0.1 | $486k | 16k | 30.57 | |
Franklin Covey (FC) | 0.1 | $357k | 308k | 1.16 | |
Chicago Rivet & Machine (CVR) | 0.1 | $301k | 13k | 22.59 | |
General Electric Company | 0.1 | $232k | 9.5k | 24.40 | |
Schering Plough Corp | 0.0 | $213k | 9.6k | 22.19 |