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AMG Yacktman

Dec 2024 → Jun 2026 · 4 funds

Our archive holds 6 letters from AMG Yacktman, behind 3 investment theses and positions in 10 companies. Every quote below is copied verbatim from the letter it came from.

Writes about

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AMG Yacktman’s own letters page
6
Letters
10
Companies
0
Moves
3
Theses

3 strategies

AMG Yacktman publishes a letter per strategy. Each one has its own page — what it holds, what it bought, what it wrote.

Also filed under AMG Yacktman Fund.

Companies held · 10

Every company AMG Yacktman has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 3

  • Hyundai Mobis Co Ltd
    June 2026

    Hyundai Mobis is an auto parts and automotive technology company supported by aftermarket demand, strategic assets, and governance सुधार initiatives.

    Read the full thesis
  • U-Haul Holding Company
    December 2025

    U-Haul Holding Company is channeling truck rental cash flows into a scaled, underfollowed self-storage franchise with sticky recurring revenues and owner-oriented management.

    Read the full thesis
  • Bolloré
    September 2025

    Bolloré is a simplified investment with strong underlying value from Vivendi and Universal Music Group, poised for significant upside given its attractive NAV compared to its current share price.

    Read the full thesis

Letter archive · 6

2026

2025

2024

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