Yacktman at 84: $118.5M Sold, Only 1.5% Turnover | Investor Playbook
Deep Values: Value Investing Deep Dives · Nov 8, 2026 · 12:19
Deep Values: Value Investing Deep Dives
Deep Values: Value Investing Deep Dives · Nov 8, 2026 · 12:19
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Donald Yacktman, 84, sold a net $118.5 million in Q3 but changed only 1.5% of his $8.38 billion portfolio. We look at which of his 75 holdings moved and what his habit of doing almost nothing can teach patient investors today.
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(0:00) DeepValues 13F Review
(1:36) The Philosophy
(2:58) A Fortress of Concentration
(3:37) The Core Pillars
(4:36) Q3 Capital Flows
(6:16) Trade X-Ray: INTU Add
(7:17) Trade X-Ray: STT Trim
(8:16) 10-Year Reality Check
(9:38) Proceed with Caution
(10:42) Disclaimer
(11:53) Get the apps
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Episodes: Deep Values: Value Investing Deep Dives
