Lululemon Commentator$Unitedhealth(UNH.US) The latest Q3 13F filing disclosed that Yacktman Asset Management increased its holdings of UNH by approximately 45,588 shares in Q3 2025, a 35.34% increase.
Yacktman Asset Management: The investment style is value-oriented, emphasizing high-quality companies, low valuation, and shareholder-friendly management. The top three holdings are CNQ (~9.21%), MSFT (~7.34%), and SCHW (5.52%).
$Unitedhealth(UNH.US) The Q3 13F report disclosed that Michael Burry - Scion Asset Management liquidated UNH in Q3 2025, reducing holdings by 20,000 shares. At the same time, it also cleared 350,000 UNH call options in Q2.
It is a short-term warning for UNH retail investors, but long-term value investors can see it as a buying opportunity.
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