Yacktman Asset Management’s GrafTech EAF Stock Holding History

Yacktman Asset Management’s Portfolio EAF Stock Details EAF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.24M	Buy	1,067,386 +68,911	+7%	+$729K	0.1%	52
2025 Q4	$15.5M	Sell	998,475 -70,463	-7%	-$1.07M	0.22%	45
2025 Q3	$13.7M	Sell	1,068,938 -13,681	-1%	-$158K	0.19%	45
2025 Q2	$10.5M	Buy	1,082,619 +12,749	+1%	+$113K	0.14%	47
2025 Q1	$9.35M	Buy	1,069,870 +5,922	+0.6%	+$77K	0.12%	47
2024 Q4	$18.4M	Sell	1,063,948 -115,206	-10%	-$2.15M	0.22%	48
2024 Q3	$15.6M	Sell	1,179,154 -196,801	-14%	-$1.64M	0.16%	49
2024 Q2	$13.3M	Sell	1,375,955 -89,492	-6%	-$1.38M	0.13%	51
2024 Q1	$20.2M	Buy	1,465,447 +273,218	+23%	+$4.26M	0.18%	51
2023 Q4	$26.1M	Buy	1,192,229 +258,013	+28%	+$7.29M	0.24%	51
2023 Q3	$35.8M	Buy	934,216 +8,568	+0.9%	+$358K	0.35%	47
2023 Q2	$46.7M	Buy	925,648 +72,238	+8%	+$3.36M	0.44%	45
2023 Q1	$41.5M	Buy	853,410 +43,829	+5%	+$2.37M	0.41%	46
2022 Q4	$38.5M	Buy	809,581 +26,481	+3%	+$1.29M	0.38%	47
2022 Q3	$33.8M	Buy	783,100 +266,076	+51%	+$16.9M	0.37%	48
2022 Q2	$36.6M	Buy	517,024 +991	+0.2%	+$86.3K	0.38%	44
2022 Q1	$49.6M	Buy	516,033 +1,914	+0.4%	+$199K	0.44%	40
2021 Q4	$60.8M	Sell	514,119 -6,431	-1%	-$746K	0.54%	40
2021 Q3	$53.7M	Sell	520,550 -7,108	-1%	-$778K	0.52%	40
2021 Q2	$61.3M	Sell	527,658 -3,977	-0.7%	-$499K	0.59%	41
2021 Q1	$65M	Sell	531,635 -5,305	-1%	-$613K	0.68%	41
2020 Q4	$57.2M	Sell	536,940 -17,984	-3%	-$1.45M	0.71%	34
2020 Q3	$38M	Buy	554,924 +32,512	+6%	+$2.27M	0.56%	35
2020 Q2	$41.7M	Sell	522,412 -4,833	-0.9%	-$363K	0.66%	33
2020 Q1	$42.8M	Buy	527,245 +299,535	+132%	+$28.9M	0.71%	31
2019 Q4	$26.5M	Sell	227,710 -8,373	-4%	-$1.05M	0.33%	30
2019 Q3	$30.2M	Buy	236,083 +82,508	+54%	+$9.8M	0.37%	29
2019 Q2	$17.7M	Buy	153,575 +145,175	+1,728%	+$17M	0.21%	33
2019 Q1	$1.07M	Hold	8,400	–	–	0.01%	40
2018 Q4	$961K	Buy	8,400 +6,400	+320%	+$977K	0.01%	38
2018 Q3	$390K	Buy	+2,000	New	+$377K	﹤0.01%	38

Other funds holding EAF

MAMNY

Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

BSP

Benefit Street Partners New York $69.6M AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Yacktman Asset Management's EAF Position: Q1 2026 in Review

Yacktman Asset Management increased its GrafTech (EAF) stake by 6.9% in Q1 2026, buying an estimated $729K and bringing the position to 1,067,386 shares worth $7.24M. The position accounts for 0.1% of the portfolio, ranked #52.

Yacktman Asset Management first reported a position in EAF in Q3 2018 and has held it in 31 quarters since. The position peaked at $65M in Q1 2021. 82 funds tracked by Wall St. Rank hold EAF as of Q1 2026.

Yacktman Asset Management held 1,067,386 shares of GrafTech worth $7.24M as of Q1 2026.
Yacktman Asset Management bought 68,911 GrafTech shares in Q1 2026, an estimated $729K.
GrafTech made up 0.1% of Yacktman Asset Management's portfolio in Q1 2026, its #52 holding.
Yacktman Asset Management first reported a position in GrafTech in Q3 2018 and has held it in 31 quarters since.
Yacktman Asset Management's GrafTech position peaked at $65M in Q1 2021.
82 funds tracked by Wall St. Rank held GrafTech as of Q1 2026.

Based on Yacktman Asset Management's 13F filing for Q1 2026, filed 1 May 2026.