Yacktman Asset Management Portfolio Q2 2025 Update

Affiliated Managers Group's Yacktman Asset Management portfolio has undergone changes in Q2 2025. The portfolio is tracked in a series of articles that provide ongoing analysis of the changes made to Yacktman's 13F stock portfolio on a quarterly basis.

Affiliated Managers Group's Yacktman Asset Management (Trades, Portfolio) recently submitted its 13F filing for the second quarter of 2025, offering insights into its strategic investment decisions. The firm, based in Austin, Texas, is renowned for its value equity investing approach, emphasizing an objective, patient, and diligent strategy.

The portfolio value decreased from $7.61 billion to $7.44 billion, with the number of holdings remaining steady at 70. The largest holding, Canadian Natural Resources Ltd (CNQ), accounted for 9.33% of the portfolio. The firm added one stock to its portfolio, UnitedHealth Group Inc (NYSE: UNH), with 129,000 shares, accounting for 0.54% of the portfolio and a total value of $40.24 million. Additionally, Yacktman increased its stakes in 11 stocks, with notable changes including a 44.5% increase in The Hershey Co (NYSE: HSY) and a 53.31% increase in MSCI Inc (NYSE: MSCI).

Yacktman Asset Management also reduced its position in 49 stocks, with the most significant changes including a reduction in Canadian Natural Resources Ltd (CNQ) by 5,139,330 shares and Microsoft Corp (NASDAQ: MSFT) by 98,216 shares. The firm completely exited A-Mark Precious Metals Inc (NASDAQ: AMRK), selling all 9,000 shares.

The firm's investment philosophy is characterized by a focus on companies with good business practices, shareholder-oriented management, and low purchase prices. Yacktman employs a generalist approach, with analysts responsible for the entire investment universe.

References:
[1] https://ca.finance.yahoo.com/news/yacktman-asset-management-reduces-stake-210246489.html
[2] https://seekingalpha.com/article/4809879-tracking-amgs-yacktman-asset-management-portfolio-q2-2025-update