YAM
Yacktman Asset Management’s GrafTech EAF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.5M | Buy |
10,826,186
+127,490
| +1% | +$124K | 0.14% | 47 |
|
|
2025
Q1 | $9.35M | Buy |
10,698,696
+59,216
| +0.6% | +$51.8K | 0.12% | 47 |
|
|
2024
Q4 | $18.4M | Sell |
10,639,480
-1,152,064
| -10% | -$1.99M | 0.22% | 48 |
|
|
2024
Q3 | $15.6M | Sell |
11,791,544
-1,968,005
| -14% | -$2.6M | 0.16% | 49 |
|
|
2024
Q2 | $13.3M | Sell |
13,759,549
-894,916
| -6% | -$868K | 0.13% | 51 |
|
|
2024
Q1 | $20.2M | Buy |
14,654,465
+2,732,175
| +23% | +$3.77M | 0.18% | 51 |
|
|
2023
Q4 | $26.1M | Buy |
11,922,290
+2,580,133
| +28% | +$5.65M | 0.24% | 51 |
|
|
2023
Q3 | $35.8M | Buy |
9,342,157
+85,681
| +0.9% | +$328K | 0.35% | 47 |
|
|
2023
Q2 | $46.7M | Buy |
9,256,476
+722,375
| +8% | +$3.64M | 0.44% | 45 |
|
|
2023
Q1 | $41.5M | Buy |
8,534,101
+438,296
| +5% | +$2.13M | 0.41% | 46 |
|
|
2022
Q4 | $38.5M | Buy |
8,095,805
+264,807
| +3% | +$1.26M | 0.38% | 47 |
|
|
2022
Q3 | $33.8M | Buy |
7,830,998
+2,660,762
| +51% | +$11.5M | 0.37% | 48 |
|
|
2022
Q2 | $36.6M | Buy |
5,170,236
+9,908
| +0.2% | +$70.1K | 0.38% | 44 |
|
|
2022
Q1 | $49.6M | Buy |
5,160,328
+19,141
| +0.4% | +$184K | 0.44% | 40 |
|
|
2021
Q4 | $60.8M | Sell |
5,141,187
-64,314
| -1% | -$761K | 0.54% | 40 |
|
|
2021
Q3 | $53.7M | Sell |
5,205,501
-71,074
| -1% | -$733K | 0.52% | 40 |
|
|
2021
Q2 | $61.3M | Sell |
5,276,575
-39,779
| -0.7% | -$462K | 0.59% | 41 |
|
|
2021
Q1 | $65M | Sell |
5,316,354
-53,044
| -1% | -$649K | 0.68% | 41 |
|
|
2020
Q4 | $57.2M | Sell |
5,369,398
-179,841
| -3% | -$1.92M | 0.71% | 34 |
|
|
2020
Q3 | $38M | Buy |
5,549,239
+325,118
| +6% | +$2.22M | 0.56% | 35 |
|
|
2020
Q2 | $41.7M | Sell |
5,224,121
-48,326
| -0.9% | -$386K | 0.66% | 33 |
|
|
2020
Q1 | $42.8M | Buy |
5,272,447
+2,995,347
| +132% | +$24.3M | 0.71% | 31 |
|
|
2019
Q4 | $26.5M | Sell |
2,277,100
-83,731
| -4% | -$973K | 0.33% | 30 |
|
|
2019
Q3 | $30.2M | Buy |
2,360,831
+825,077
| +54% | +$10.6M | 0.37% | 29 |
|
|
2019
Q2 | $17.7M | Buy |
1,535,754
+1,451,754
| +1,728% | +$16.7M | 0.21% | 33 |
|
|
2019
Q1 | $1.07M | Hold |
84,000
| – | – | 0.01% | 40 |
|
|
2018
Q4 | $961K | Buy |
84,000
+64,000
| +320% | +$732K | 0.01% | 38 |
|
|
2018
Q3 | $390K | Buy |
+20,000
| New | +$390K | ﹤0.01% | 38 |
|