Donald Yacktman

Yacktman Asset Management

Donald Yacktman is the founder and manager of Yacktman Asset Management, recognized for its disciplined investment strategy focused on long-term value. The firm has a notable trading record, with 587 disclosures from August 2, 2024, to May 1, 2026, characterized by a mix of position increases, reductions, and exits. Key holdings include Canadian Natural Resources Limited (CNQ), Microsoft Corp (MSFT), and Fox Corp (FOX), with the largest disclosed move being a trim of $291.6 million in Google (GOOG) on October 30, 2024.

History Trades

CompanyValueActionChangePriceLast Price
iShares MSCI South Korea ETFEWY$111.3MOtherQ4 2025 13F$111M$91.40$171.64
Warner Bros. Discovery, Inc.WBD$-91.9MTrimQ4 2025 13F$92M$23.37$25.83
Alphabet Inc.GOOG$355M1.1M sharesAddQ4 2025 13F$70M$286.47$341.91
Microsoft CorpMSFT$-66.3MTrimQ4 2025 13F$66M$501.12$390.34
News CorpNWSA$-36.5MTrimQ4 2025 13F$36M$26.23$27.98
Canadian Natural Resources Limited Common StockCNQ$-32.7MTrimQ4 2025 13F$33M$32.42$44.02
Fox CorporationFOX$29.4MAddQ4 2025 13F$29M$58.38$50.39
Cognizant Technology Solutions CorporationCTSH$26.3MAddQ4 2025 13F$26M$74.82$44.86
U-Haul Holding CompanyUHALB$-24.8MTrimQ4 2025 13F$25M--$53.06
The Procter & Gamble CoPG$-23.4MTrimQ4 2025 13F$23M$147.45$149.15
Johnson & JohnsonJNJ$20.6MAddQ4 2025 13F$21M$197.75$255.63
Ingredion Incorporated Common StockINGR$-19.1MTrimQ4 2025 13F$19M$112.78$101.99
SPDR S&P 500 ETF TrustSPY$18.9MAddQ4 2025 13F$19M$675.88$747.41
Talen Energy CorporationTLN$-18.2MTrimQ4 2025 13F$18M$388.68$366.14
Olin CorporationOLN$-17.6MTrimQ4 2025 13F$18M--$21.86
State Street SPDR Bloomberg 1-3 Month T-Bill ETFBIL$15.3MOtherQ4 2025 13F$15M$91.55$91.53
Unilever PLCUL$-14.0MExitQ4 2025 13F$14M$67.26$62.34
Sysco CorporationSYY$-13.0MTrimQ4 2025 13F$13M$76.08$81.06
Donald Yacktman (Yacktman Asset Management) other Unmapped 13F securityPORTFOLIO$13M195.8k sharesOtherQ4 2025 13F$13M$65.40--
EOG Resources, Inc.EOG$-12.0MTrimQ4 2025 13F$12M$107.42$140.80
eBay Inc.EBAY$-10.0MTrimQ4 2025 13F$10M$86.57$114.19
Northrop Grumman CorporationNOC$-10.0MTrimQ4 2025 13F$10M$580.37$512.29
Fox CorpFOXA$-8.0MTrimQ4 2025 13F$8M$65.34$55.99
Donald Yacktman (Yacktman Asset Management) add Unmapped 13F securityPORTFOLIO$7.5MAddQ4 2025 13F$8M----
L3Harris Technologies, Inc.LHX$-7.4MTrimQ4 2025 13F$7M$289.06$283.93
Elevance Health, Inc. Common StockELV$7.2MAddQ4 2025 13F$7M$337.93$384.48
Schwab (Charles) CorpSCHW$-7.2MTrimQ4 2025 13F$7M$94.87$101.95
Armstrong World Industries CoAWI$-7.1MTrimQ4 2025 13F$7M$190.84$160.67
Kenvue Inc.KVUE$6.7MAddQ4 2025 13F$7M$16.35$19.07
Coca-Cola Company (The) Common StockKO$5.7MAddQ4 2025 13F$6M$69.71$82.20
ConocoPhillips Common StockCOP$-5.1MTrimQ4 2025 13F$5M$90.44$114.49
Unitedhealth Group IncUNH$-5.0MTrimQ4 2025 13F$5M$338.89$431.31
Diamondback Energy, Inc.FANG$4.7MAddQ4 2025 13F$5M$147.53$203.02
Lockheed Martin CorpLMT$-4.5MTrimQ4 2025 13F$5M$478.57$514.99
State Street Corporation (2)STT$-4.2MTrimQ4 2025 13F$4M$119.75$183.30
Darling Ingredients Inc.DAR$4.1MAddQ4 2025 13F$4M$33.85$60.62
Embecta Corp.EMBC$-4.0MTrimQ4 2025 13F$4M$13.19$3.35
The Walt Disney CompanyDIS$152M1.3M sharesTrimQ4 2025 13F$4M$110.13$96.22
Berkshire Hathaway Inc.BRK-B$157M313k sharesTrimQ4 2025 13F$4M$497.53$493.12
Masco CorporationMAS$-3.0MTrimQ4 2025 13F$3M$64.89$80.14
Reliance Steel & Aluminum CoRS$2.6MAddQ4 2025 13F$3M$280.97$391.91
Devon Energy CorpDVN$-2.4MTrimQ4 2025 13F$2M$34.91$44.10
The Clorox CompanyCLX$-2.4MTrimQ4 2025 13F$2M$108.56$96.95
AmercoUHAL$-2.4MTrimQ4 2025 13F$2M$53.21$71.30
Comcast CorporationCMCSA$-2.0MTrimQ4 2025 13F$2M$28.05$23.88
PepsiCo, Inc.PEP$1.8MAddQ4 2025 13F$2M$146.93$134.93
GrafTech International Ltd.EAF$1.8MAddQ4 2025 13F$2M$15.21$7.39
Legacy Housing CorporationLEGH$1.8MAddQ4 2025 13F$2M$21.42$27.27
Cisco Systems IncCSCO$1.6MAddQ4 2025 13F$2M$74.20$111.10
Colgate-Palmolive CompanyCL$-1.3MTrimQ4 2025 13F$1M$78.40$91.60
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