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Donald Yacktman (Yacktman Asset Management) disclosed reduced in Northrop Grumman Corp
Donald Yacktman (Yacktman Asset Management) filed a 13F change in Northrop Grumman Corp (666807102) on 2025-01-29, covering period end 2024-12-31.
Action
Reduced
Capital
$134,578,293 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
71 changes from Donald Yacktman (Yacktman Asset Management), filed 2025-01-29 for period end 2024-12-31.
$8.6B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
09857L108 Booking Hldgs Inc. Com | Reduced | -$136.6M | $10.7M | 1.60% |
64058100 BNY Mellon Corp. | Reduced | -$104.2M | $93.2M | 1.22% |
68389X105 Oracle Corporation | Reduced | -$81.5M | $28.8M | 0.95% |
25179M103 Devon Energy Corp | Reduced | -$72.6M | $20.7M | 0.85% |
136385101 Canadian Natural Resources Ltd | Reduced | -$70.1M | $893.2M | 0.82% |
65249B109 News Corp Cl A | Reduced | -$68.4M | $255.2M | 0.80% |
539830109 Lockheed Martin Corp. | Reduced | -$66.1M | $127.0M | 0.77% |
666807102 Northrop Grumman Corp | Reduced | -$61.7M | $134.6M | 0.72% |
23586506 U-Haul Holding Company Class B | Reduced | -$58.5M | $396.0M | 0.68% |
680665205 Olin Corp | Reduced | -$56.3M | $131.8M | 0.66% |
84670702 Berkshire Hathaway B | Reduced | -$54.6M | $213.9M | 0.64% |
36752103 Elevance Health, Inc. | Reduced | -$52.3M | $126.2M | 0.61% |
713448108 PEPSICO INC | Reduced | -$48.7M | $319.7M | 0.57% |
192446102 Cognizant Technology Solutions | Reduced | -$44.0M | $312.3M | 0.51% |
02079K107 Alphabet Inc. | Reduced | -$33.2M | $322.8M | 0.39% |
949746101 Wells Fargo & Co | Reduced | -$29.3M | $74.6M | 0.34% |
759509102 Reliance, Inc. | Reduced | -$28.9M | $230.8M | 0.34% |
478160104 Johnson & Johnson | Reduced | -$28.5M | $200.6M | 0.33% |
502431109 L3Harris Technologies | Reduced | -$26.0M | $126.4M | 0.30% |
457187102 Ingredion Inc | Reduced | -$25.9M | $227.6M | 0.30% |
857477103 State Street Corp | Reduced | -$24.3M | $238.3M | 0.28% |
594918104 Microsoft Corp. | Reduced | -$24.2M | $513.0M | 0.28% |
191216100 Coca-Cola Co. | Reduced | -$23.7M | $142.5M | 0.28% |
278642103 Ebay Inc. | Reduced | -$23.2M | $153.7M | 0.27% |
26875P101 EOG Resources Inc | Increased | $20.1M | $221.5M | 0.24% |
254687106 Walt Disney Company | Increased | $19.7M | $167.9M | 0.23% |
35137L204 Fox Corp B | Increased | $19.1M | $329.4M | 0.22% |
78462F103 Spdr S&P 500 ETF | Increased | $18.5M | $22.4M | 0.22% |
934423104 Warner Bros Discovery Inc | Increased | $17.4M | $80.8M | 0.20% |
49177J102 Kenvue Inc | Reduced | -$16.5M | $177.3M | 0.19% |
742718109 Procter & Gamble | Reduced | -$16.0M | $362.0M | 0.19% |
902494103 Tyson Foods Inc | Reduced | -$15.4M | $153.2M | 0.18% |
65249B208 News Corp CL B | Reduced | -$13.7M | $255,156 | 0.16% |
29082K105 Embecta Corp | Increased | $13.6M | $49.2M | 0.16% |
219350105 Corning Inc. | Reduced | -$12.3M | $40.5M | 0.14% |
194162103 Colgate-Palmolive | Reduced | -$10.8M | $72.9M | 0.13% |
35137L105 Fox Corp A | Increased | $10.6M | $119.6M | 0.12% |
808513105 Charles Schwab Corp | Increased | $10.5M | $360.7M | 0.12% |
87422Q109 Talen Energy Corp | Increased | $10.3M | $89.6M | 0.12% |
20825C104 ConocoPhillips | Increased | $9.5M | $186.8M | 0.11% |
25278X109 Diamondback Energy Inc | Increased | $8.5M | $227.5M | 0.10% |
23586100 U-Haul Holding Company | Reduced | -$8.0M | $25.7M | 0.09% |
237266101 Darling Ingredients Inc. | Reduced | -$7.3M | $52.3M | 0.09% |
17275R102 Cisco Systems Inc. | Increased | $5.6M | $69.8M | 0.07% |
20030N101 Comcast Cl A | Reduced | -$5.5M | $46.8M | 0.06% |
574599106 Masco Corporation | Reduced | -$4.5M | $21.5M | 0.05% |
871829107 Sysco Corporation | Reduced | -$3.2M | $103.9M | 0.04% |
904767704 Unilever PLC ADR | Reduced | -$2.8M | $15.4M | 0.03% |
384313508 Graftech International LTD | Increased | $2.8M | $18.4M | 0.03% |
04247X102 Armstrong World Industries | Increased | $2.0M | $132.6M | 0.02% |
879360105 Teledyne Technologies Inc Com | Reduced | -$1.2M | $2.1M | 0.01% |
30231G102 Exxon Mobil Corp. | Reduced | -$1.1M | $1.8M | 0.01% |
84670108 Berkshire Hathaway A | Reduced | -$834,820 | $9.5M | 0.01% |
03062T105 America's CAR MART Inc | Reduced | -$521,440 | $820,000 | 0.01% |
427866108 Hershey Co. | Reduced | -$492,339 | $3.7M | 0.01% |
52472M101 Legacy Housing Corporation | Reduced | -$433,700 | $1.5M | 0.01% |
57636Q104 Mastercard Inc. | Increased | $364,730 | $5.9M | 0.00% |
03212B103 Amplify Energy Corp | Reduced | -$304,550 | $1.2M | 0.00% |
755408101 Reading International, Inc. | Reduced | -$266,050 | $508,200 | 0.00% |
92343V104 Verizon Commun. | Reduced | -$255,840 | $2.1M | 0.00% |
00181T107 A-Mark Precious Metals, Inc. | Reduced | -$192,740 | $315,100 | 0.00% |
G0403H108 Aon PLC | Increased | $153,694 | $4.2M | 0.00% |
55354G100 MSCI Inc. | Increased | $121,439 | $4.3M | 0.00% |
665859104 Northern Trust Corp. | Increased | $118,465 | $973,750 | 0.00% |
149205106 Cato Corp | Reduced | -$114,936 | $411,235 | 0.00% |
92826C839 VISA Inc. | Increased | $30,078 | $231,341 | 0.00% |
189054109 Clorox Company | Reduced | -$23,821 | $5.1M | 0.00% |
615369105 Moody's Corp. | Reduced | -$9,357 | $3.6M | 0.00% |
718172109 Philip Morris Intl | Reduced | -$7,666 | $878,675 | 0.00% |
02209S103 Altria Group Inc. | Increased | $6,125 | $256,221 | 0.00% |
38141G104 Goldman Sachs Grp | Reduced | -$996 | $63.1M | 0.00% |