Defensive Value2025-12-31 기준
Don Yacktman
Yacktman Asset Management LP
야크트만 자산운용의 설립자. 방어적 가치투자 전략으로 하락장에서 특히 강한 성과를 보이며, 안정적인 현금흐름 기업에 집중 투자한다.
$7.14BAUM
66Holdings
2025-12-31 요약
3개 종목 신규 매수 (EWY, BIL, UL) · 6개 종목 추가 매수 (SPY, LEGH, CPRT 등) · 47개 비중 축소 · 최대 보유: CNQ 8.9%
Portfolio Heatmap
크기 = 포트폴리오 비중 · 초록 = 보유량 늘림 · 빨강 = 보유량 줄임This Quarter's Trades
2025-12-31 기준New Buy3건
EWYiShares, Inc. - iShares MSCI South Korea ETF$111.28M1.6%
BILSPDR Bloomberg 1-3 Month T-Bill ETF$15.34M0.2%
ULUnilever PLC ADR$12.81M0.2%
Holdings
66개 종목| # | Stock ⇅ | Weight ↓ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  CNQCanadian Natural Resources Limited | 8.90% | 18,775,420 | $635.55M | -10.20% | Partial Sell |
| 2 |  MSFTMicrosoft Corporation | 6.53% | 963,825 | $466.13M | -6.24% | Partial Sell |
| 3 |  SCHWThe Charles Schwab Corporation | 5.51% | 3,936,540 | $393.30M | -6.15% | Partial Sell |
| 4 |  FOXFox Corporation | 5.06% | 5,569,791 | $361.65M | -3.95% | Partial Sell |
| 5 |  GOOGAlphabet Inc. | 4.96% | 1,129,807 | $354.53M | -3.14% | Partial Sell |
| 6 |  PEPPepsiCo, Inc. | 4.08% | 2,028,631 | $291.15M | -1.54% | Partial Sell |
| 7 |  PGThe Procter & Gamble Company | 3.85% | 1,918,353 | $274.92M | -1.21% | Partial Sell |
| 8 |  UHAL/BU-Haul Holding Company | 3.79% | 5,787,394 | $270.50M | -0.25% | Partial Sell |
| 9 |  JNJJohnson & Johnson | 3.63% | 1,252,646 | $259.24M | -2.69% | Partial Sell |
| 10 |  CTSHCognizant Technology Solutions Corporation | 3.47% | 2,983,431 | $247.62M | -9.58% | Partial Sell |
FAQ
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