# Portfolio overlap — YFSIX vs YAFFX

Comparing **AMG Yacktman Global Fund** (2026-03-31) and **AMG Yacktman Focused Fund** (2026-03-31).

- Shared positions: 28
- AMG Yacktman Global Fund covered by AMG Yacktman Focused Fund: 0.4988862952627871089681474879
- AMG Yacktman Focused Fund covered by AMG Yacktman Global Fund: 0.4988862952627871089681474879

## AMG Yacktman Global Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SAMSUNG ELE-PREF | 0.141022 | ✓ |
| BOLLORE SE | 0.099892 | ✓ |
| CAN NATURAL RES | 0.063239 | ✓ |
| Dreyfus Instl Resv PFD GOVT INSTL | 0.053832 |  |
| NIHON PARKER CO | 0.046694 | ✓ |
| HYUNDAI MOBIS | 0.042500 | ✓ |
| LG H&H-PRF | 0.041675 | ✓ |
| TOTAL ENERGY SERVICES INC COMMON STOCK | 0.040724 |  |
| COMPAGNIE DE L'O | 0.033858 | ✓ |
| HYUNDAI MOTOR-PF | 0.030460 | ✓ |
| HYUNDAI HOME SHO | 0.026292 | ✓ |
| ASSOCIATED BRITISH FOODS PLC COMMON STOCK | 0.024989 | ✓ |
| YUASA TRADING | 0.024609 | ✓ |
| Unit Corporation | 0.018970 |  |
| AMOREPACIFIC-PRE | 0.016636 | ✓ |
| Geumhwa PSC Co. Ltd. | 0.016020 |  |
| FOX CORPORATION B | 0.015902 | ✓ |
| BML INC | 0.015524 |  |
| CB INDUSTRIAL PRODUCT HOLDING BHD | 0.014209 |  |
| CAC HOLDINGS COR | 0.013793 |  |
| HI-LEX CORP | 0.013548 |  |
| Sam Yung Trading Co. Ltd. | 0.011843 |  |
| U-HAUL HOLDING CO | 0.011148 | ✓ |
| KT&G CORP | 0.010735 | ✓ |
| SEKISUI JUSHI CORP | 0.010128 |  |
| PACK CORP | 0.009650 |  |
| SAMSUNG C&T CORP | 0.009623 | ✓ |
| PAYPAL HOLDINGS | 0.008353 | ✓ |
| Komelon Corp. | 0.008172 |  |
| SHINWA CO LTD | 0.007844 |  |
| PARKER CORP | 0.007646 |  |
| Amorepacific Holdings Corp | 0.007318 |  |
| Daewon San Up Co. Ltd. | 0.006673 |  |
| MEDIPAL HD | 0.006561 |  |
| Mi Chang Oil Industrial Co. Ltd. | 0.006543 |  |
| RINNAI CORPORATION | 0.005832 |  |
| KISCO Holdings Co. Ltd. | 0.005692 |  |
| KUKBO DESIGN CO LTD COMMON STOCK | 0.005365 |  |
| AMPLIFY ENERGY CORP NEW | 0.005139 |  |
| LEGACY HOUSING CORP | 0.005099 | ✓ |
| AMERICAS CAR MART INC | 0.005083 |  |
| BRENNTAG SE COMMON STOCK | 0.005072 | ✓ |
| Sebang Co Ltd | 0.005019 |  |
| KFC Ltd | 0.004969 |  |
| KOHSOKU CORP | 0.004507 |  |
| SCHWAB CHARLES CORP | 0.003753 | ✓ |
| Naked Wines PLC | 0.003701 |  |
| JOHNSON&JOHNSON | 0.003660 | ✓ |
| NEWS CORP NEW CL A | 0.003111 | ✓ |
| PEPSICO INC | 0.002713 | ✓ |

## AMG Yacktman Focused Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SAMSUNG ELE-PREF | 0.139424 | ✓ |
| CAN NATURAL RES | 0.097906 | ✓ |
| BOLLORE SE | 0.082636 | ✓ |
| JPMORGAN US GOVERNMENT MONEY MARKET FUND OPEN-END FUND USD | 0.043891 |  |
| HYUNDAI MOBIS | 0.038198 | ✓ |
| FIXED INC CLEARING CORP.REPO | 0.033838 |  |
| HYUNDAI MOTOR-PF | 0.033093 | ✓ |
| MICROSOFT CORP | 0.028705 | ✓ |
| SCHWAB CHARLES CORP | 0.027164 | ✓ |
| FOX CORPORATION B | 0.026204 | ✓ |
| U-HAUL HOLDING CO | 0.025823 | ✓ |
| PEPSICO INC | 0.025179 | ✓ |
| JOHNSON&JOHNSON | 0.023264 | ✓ |
| ASSOCIATED BRITISH FOODS PLC COMMON STOCK | 0.022059 | ✓ |
| HYUNDAI MOTOR-2 | 0.019531 |  |
| PROCTER & GAMBLE | 0.019347 | ✓ |
| ALPHABET INC CL C | 0.015167 |  |
| SAMSUNG C&T CORP | 0.014208 | ✓ |
| KT&G CORP | 0.013645 | ✓ |
| TYSON FOODS INC CL A | 0.013324 |  |
| BRENNTAG SE COMMON STOCK | 0.013132 | ✓ |
| INGREDION INC | 0.011913 |  |
| COGNIZANT TECH SOLUTIONS CL A | 0.011894 |  |
| KENVUE INC | 0.011242 | ✓ |
| NEWS CORP NEW CL A | 0.010984 | ✓ |
| CONOCOPHILLIPS | 0.010701 |  |
| YUASA TRADING | 0.010695 | ✓ |
| DIAMONDBACK ENERGY INC | 0.010458 |  |
| OLIN CORP | 0.010427 |  |
| COCA-COLA CO/THE | 0.010186 |  |
| RELIANCE STEEL and ALUMINUM CO | 0.010177 |  |
| U.S. Treasury Bills | 0.009929 |  |
| U.S. Treasury Bills | 0.009871 |  |
| LOCKHEED MARTIN CORP | 0.009587 |  |
| L3HARRIS TECHNOLOGIES INC | 0.009125 |  |
| U.S. Treasury Bills | 0.009100 |  |
| U.S. Treasury Bills | 0.008997 |  |
| PAYPAL HOLDINGS | 0.008689 | ✓ |
| EOG RESOURCES INC | 0.008663 |  |
| EBAY INC | 0.008662 |  |
| NORTHROP GRUMMAN CORP | 0.008417 |  |
| WALT DISNEY CO/T | 0.008153 | ✓ |
| HYUNDAI HOME SHO | 0.007798 | ✓ |
| COMPAGNIE DE L'O | 0.006826 | ✓ |
| NIHON PARKER CO | 0.006099 | ✓ |
| GRAFTECH FINANCE INC REGD 144A P/P 4.62500000 | 0.003478 |  |
| GRAFTECH GLOBAL ENTERPRISES IN SECURED 144A 12/29 9.875 | 0.003422 |  |
| LEGACY HOUSING CORP | 0.003205 | ✓ |
| LG H&H-PRF | 0.002894 | ✓ |
| AMOREPACIFIC-PRE | 0.002670 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000940400-26-022949` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1089951/000094040026022949/0000940400-26-022949-index.htm>
- N-PORT (fund B) — accession `0000940400-26-022939` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1089951/000094040026022939/0000940400-26-022939-index.htm>

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