Matrix Asset Advisors Inc./NyvsDonald Yacktman

Side-by-side current 13F portfolio comparison · 17 shared positions

Whale A

AUM

$1.1B

Positions

105

Shared %

28.2%

Whale B

Yacktman Asset Management LP

AUM

$7.5B

Positions

Shared %

30.6%

Common holdings · 17

Stocks both whales currently hold — sorted by combined value

Stock	Matrix weight	Donald weight	Matrix value	Donald value
MSFT · Microsoft Corp.	5.8%	4.9%	$63M	$368M
GOOG · Alphabet Inc.	3.8%	4.3%	$41M	$323M
PEP · Pepsico Inc.	3.4%	4.2%	$37M	$315M
JNJ · Johnson & Johnson	0.0%	4.1%	$396K	$305M
PG · Procter And Gamble Co.	0.7%	3.7%	$7M	$279M
TSN · Tyson Foods Inc.	2.2%	2.1%	$24M	$161M
BRK-B · Berkshire Hathaway Inc. Del	0.5%	2.0%	$6M	$151M
LMT · Lockheed Martin Corp.	1.8%	1.7%	$20M	$129M
PYPL · Paypal Holdings, Inc.	1.1%	1.4%	$12M	$104M
BK · Bank New York Mellon Corp.	2.7%	0.6%	$29M	$42M
CL · Colgate Palmolive Co.	0.0%	0.9%	$203K	$67M
CMCSA · Comcast Corp. Cl A	2.4%	0.4%	$26M	$34M
GS · Goldman Sachs Group Inc.	2.0%	0.1%	$21M	$4M
WFC · Wells Fargo Co. New	1.6%	0.1%	$17M	$8M
INTU · Intuit	0.1%	0.0%	$2M	$3M
AON · Aon Plc	0.0%	0.1%	$209K	$4M
V · Visa, Inc.	0.0%	0.0%	$347K	$221K

Unique to Matrix Asset Advisors Inc./Ny

Top 10 by value held — not in the other's portfolio

Unique to Donald Yacktman

Top 10 by value held — not in the other's portfolio

Stock	Weight	Value
136385101 · Canadian Nat Res Ltd.	10.7%	$806M
808513105 · Schwab Charles Corp.	4.9%	$367M
FOXA · Fox Corp.	3.9%	$296M
UHAL · U Haul Holding Company	3.6%	$270M
RS · Reliance Inc.	2.8%	$211M
COP · Conocophillips	2.8%	$209M
FANG · Diamondback Energy Inc.	2.6%	$199M
CTSH · Cognizant Technology Solutio	2.5%	$185M
NWSA · News Corp. New	2.5%	$184M
EOG · Eog Res Inc.	2.4%	$177M

Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.

★ WatchlistData from SEC EDGAR · whalstreet.com