DY
Donald Yacktman (Yacktman Asset Management) disclosed increased in Fox Corp B
Donald Yacktman (Yacktman Asset Management) filed a 13F change in Fox Corp B (35137L204) on 2025-04-30, covering period end 2025-03-31.
Action
Increased
Capital
$346,217,201 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 2025-04-30 for period end 2025-03-31.
$7.6B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
857477103 State Street Corp | Reduced | -$127.5M | $110.8M | 1.68% |
02079K107 Alphabet Inc. | Reduced | -$103.4M | $219.4M | 1.36% |
949746101 Wells Fargo & Co | Reduced | -$63.2M | $11.4M | 0.83% |
594918104 Microsoft Corp. | Reduced | -$61.2M | $451.8M | 0.80% |
25278X109 Diamondback Energy Inc | Reduced | -$59.3M | $168.2M | 0.78% |
38141G104 Goldman Sachs Grp | Reduced | -$58.3M | $4.8M | 0.77% |
136385101 Canadian Natural Resources Ltd | Reduced | -$53.4M | $839.8M | 0.70% |
26875P101 EOG Resources Inc | Reduced | -$51.5M | $170.0M | 0.68% |
64058100 BNY Mellon Corp. | Reduced | -$45.1M | $48.1M | 0.59% |
192446102 Cognizant Technology Solutions | Reduced | -$44.8M | $267.4M | 0.59% |
17275R102 Cisco Systems Inc. | Reduced | -$42.5M | $27.3M | 0.56% |
23586506 U-Haul Holding Company Class B | Reduced | -$41.2M | $354.8M | 0.54% |
219350105 Corning Inc. | Sold out | -$40.5M | $0 | 0.53% |
680665205 Olin Corp | Reduced | -$34.3M | $97.5M | 0.45% |
478160104 Johnson & Johnson | Increased | $27.1M | $227.6M | 0.36% |
65249B109 News Corp Cl A | Reduced | -$23.0M | $232.1M | 0.30% |
36752103 Elevance Health, Inc. | Increased | $22.8M | $149.0M | 0.30% |
254687106 Walt Disney Company | Reduced | -$22.1M | $145.8M | 0.29% |
49177J102 Kenvue Inc | Increased | $21.0M | $198.3M | 0.28% |
35137L105 Fox Corp A | Reduced | -$20.7M | $98.9M | 0.27% |
78462F103 Spdr S&P 500 ETF | Reduced | -$20.0M | $2.4M | 0.26% |
29082K105 Embecta Corp | Reduced | -$19.2M | $30.1M | 0.25% |
539830109 Lockheed Martin Corp. | Reduced | -$19.1M | $107.9M | 0.25% |
191216100 Coca-Cola Co. | Increased | $17.9M | $160.4M | 0.24% |
35137L204 Fox Corp B | Increased | $16.8M | $346.2M | 0.22% |
666807102 Northrop Grumman Corp | Reduced | -$14.7M | $119.9M | 0.19% |
902494103 Tyson Foods Inc | Increased | $14.5M | $167.7M | 0.19% |
68389X105 Oracle Corporation | Reduced | -$13.2M | $15.5M | 0.17% |
84670702 Berkshire Hathaway B | Reduced | -$13.2M | $200.7M | 0.17% |
457187102 Ingredion Inc | Reduced | -$11.7M | $215.9M | 0.15% |
502431109 L3Harris Technologies | Reduced | -$11.2M | $115.2M | 0.15% |
759509102 Reliance, Inc. | Reduced | -$10.4M | $220.4M | 0.14% |
04247X102 Armstrong World Industries | Reduced | -$10.0M | $122.6M | 0.13% |
20825C104 ConocoPhillips | Reduced | -$9.7M | $177.1M | 0.13% |
384313508 Graftech International LTD | Reduced | -$9.1M | $9.4M | 0.12% |
808513105 Charles Schwab Corp | Increased | $7.9M | $368.6M | 0.10% |
278642103 Ebay Inc. | Reduced | -$7.6M | $146.1M | 0.10% |
09857L108 Booking Hldgs Inc. Com | Reduced | -$5.5M | $5.3M | 0.07% |
23586100 U-Haul Holding Company | Reduced | -$3.8M | $21.9M | 0.05% |
25179M103 Devon Energy Corp | Increased | $3.4M | $24.2M | 0.05% |
574599106 Masco Corporation | Reduced | -$3.0M | $18.5M | 0.04% |
237266101 Darling Ingredients Inc. | Reduced | -$2.9M | $49.4M | 0.04% |
713448108 PepsiCo, Inc. | Reduced | -$2.9M | $316.8M | 0.04% |
871829107 Sysco Corporation | Reduced | -$2.4M | $101.4M | 0.03% |
194162103 Colgate-Palmolive | Increased | $2.2M | $75.2M | 0.03% |
84670108 Berkshire Hathaway A | Increased | $1.6M | $11.2M | 0.02% |
934423104 Warner Bros Discovery Inc | Increased | $1.2M | $82.1M | 0.02% |
742718109 Procter & Gamble | Reduced | -$1.1M | $360.9M | 0.01% |
20030N101 Comcast Cl A | Reduced | -$933,525 | $45.9M | 0.01% |
427866108 Hershey Co. | Increased | $809,932 | $4.5M | 0.01% |
87422Q109 Talen Energy Corp | Reduced | -$800,820 | $88.8M | 0.01% |
03212B103 Amplify Energy Corp | Reduced | -$519,400 | $710,600 | 0.01% |
904767704 Unilever PLC ADR | Reduced | -$508,327 | $14.9M | 0.01% |
G0403H108 Aon PLC | Increased | $465,983 | $4.7M | 0.01% |
718172109 Philip Morris Intl | Increased | $280,213 | $1.2M | 0.00% |
92343V104 Verizon Commun. | Increased | $279,240 | $2.4M | 0.00% |
55354G100 MSCI Inc. | Reduced | -$245,366 | $4.0M | 0.00% |
57636Q104 Mastercard Inc. | Increased | $239,852 | $6.1M | 0.00% |
189054109 Clorox Company | Reduced | -$239,666 | $4.9M | 0.00% |
03062T105 America's CAR MART Inc | Reduced | -$229,930 | $590,070 | 0.00% |
52472M101 Legacy Housing Corporation | Reduced | -$194,580 | $1.3M | 0.00% |
30231G102 Exxon Mobil Corp. | Increased | $186,304 | $2.0M | 0.00% |
879360105 Teledyne Technologies Inc Com | Increased | $151,110 | $2.2M | 0.00% |
00181T107 A-Mark Precious Metals, Inc. | Reduced | -$86,770 | $228,330 | 0.00% |
149205106 Cato Corp | Reduced | -$60,103 | $351,132 | 0.00% |
615369105 Moody's Corp. | Reduced | -$58,906 | $3.6M | 0.00% |
02209S103 Altria Group Inc. | Increased | $37,877 | $294,098 | 0.00% |
665859104 Northern Trust Corp. | Reduced | -$36,575 | $937,175 | 0.00% |
755408101 Reading International, Inc. | Increased | $26,950 | $535,150 | 0.00% |
92826C839 VISA Inc. | Increased | $25,196 | $256,537 | 0.00% |
65249B208 News Corp CL B | Reduced | -$7,944 | $247,212 | 0.00% |