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Brian Yacktman 13F Portfolio

Brian YacktmanHedge FundPortfolio ManagerPerformance 24Q3AUM# of HoldingsPerformance Rank Allocation
YCGBrian Yacktman4.87%$1295360000 37

Top Holdings Performance History

YCG Holdings Map

Top 50 YCG Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Change in Shares Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Buys since Q3 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Change in Shares Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q3 2024:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Change in Shares Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

YCG Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds