Donald Yacktman - Yacktman Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    76
Portfolio value:    $7,499,157,453
Holdings Activity Buys Sells    History
Holding/activity history for  GrafTech International Ltd. (EAF)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,067,386 0.10 Add 6.90% <0.01 $6.78 $7,236,877 SEC
2025   Q4 998,475 0.22 Reduce 6.59% 0.01 $15.51 $15,486,347 SEC
2025   Q3 1,068,938 0.19 Reduce 90.13% 0.13 $12.82 $13,703,790 SEC
2025   Q2 10,826,186 0.14 Add 1.19% <0.01 $0.97 $10,529,549 SEC
2025   Q1 10,698,696 0.12 Add 0.56% <0.01 $0.87 $9,354,940 SEC
2024   Q4 10,639,480 0.22 Reduce 9.77% 0.02 $1.73 $18,406,300 SEC
2024   Q3 11,791,544 0.16 Reduce 14.30% 0.02 $1.32 $15,564,838 SEC
2024   Q2 13,759,549 0.13 Reduce 6.11% 0.01 $0.97 $13,346,763 SEC
2024   Q1 14,654,465 0.18 Add 22.92% 0.03 $1.38 $20,223,162 SEC
2023   Q4 11,922,290 0.24 Add 27.62% 0.05 $2.19 $26,109,815 SEC
2023   Q3 9,342,157 0.35 Add 0.93% <0.01 $3.83 $35,780,461 SEC
2023   Q2 9,256,476 0.44 Add 8.46% 0.03 $5.04 $46,652,639 SEC
2023   Q1 8,534,101 0.41 Add 5.41% 0.02 $4.86 $41,475,731 SEC
2022   Q4 8,095,805 0.38 Add 3.38% 0.01 $4.76 $38,536,032 SEC
2022   Q3 7,830,998 0.37 Add 51.46% 0.13 $4.31 $33,752,000 SEC
2022   Q2 5,170,236 0.38 Add 0.19% <0.01 $7.07 $36,554,000 SEC
2022   Q1 5,160,328 0.44 Add 0.37% <0.01 $9.62 $49,642,000 SEC
2021   Q4 5,141,187 0.54 Reduce 1.24% <0.01 $11.83 $60,820,000 SEC
2021   Q3 5,205,501 0.52 Reduce 1.35% <0.01 $10.32 $53,721,000 SEC
2021   Q2 5,276,575 0.59 Reduce 0.75% <0.01 $11.62 $61,314,000 SEC
2021   Q1 5,316,354 0.68 Reduce 0.99% <0.01 $12.23 $65,019,000 SEC
2020   Q4 5,369,398 0.71 Reduce 3.24% 0.02 $10.66 $57,238,000 SEC
2020   Q3 5,549,239 0.56 Add 6.22% 0.03 $6.84 $37,957,000 SEC
2020   Q2 5,224,121 0.66 Reduce 0.92% <0.01 $7.98 $41,688,000 SEC
2020   Q1 5,272,447 0.71 Add 131.54% 0.40 $8.12 $42,812,000 SEC
2019   Q4 2,277,100 0.33 Reduce 3.55% 0.01 $11.62 $26,460,000 SEC
2019   Q3 2,360,831 0.37 Add 53.72% 0.13 $12.80 $30,219,000 SEC
2019   Q2 1,535,754 0.21 Add 1,728.28% 0.20 $11.50 $17,661,000 SEC
2019   Q1 84,000 0.01 $12.79 $1,074,000 SEC
2018   Q4 84,000 0.01 Add 320.00% <0.01 $11.44 $961,000 SEC
2018   Q3 20,000 <0.01 Buy <0.01 $19.50 $390,000 SEC