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
Johnson & JohnsonJNJ$-19.4MTrimQ2 2024 13F$19M$148.72$255.63
Schwab (Charles) CorpSCHW$-19.1MTrimQ2 2024 13F$19M$73.87$101.95
Darling Ingredients Inc.DAR$-18.3MTrimQ2 2024 13F$18M$41.47$63.40
News CorpNWSA$18.2MAddQ2 2024 13F$18M--$26.33
Microsoft CorpMSFT$16.4MAddQ2 2024 13F$16M$422.32$390.34
First Hawaiian, Inc. - Common StockFHB$-16.2MTrimQ2 2024 13F$16M--$29.72
Sysco CorporationSYY$-15.3MTrimQ2 2024 13F$15M$74.73$81.06
Kenvue Inc.KVUE$13.7MAddQ2 2024 13F$14M$19.37$19.07
Armstrong World Industries CoAWI$-13.4MTrimQ2 2024 13F$13M--$158.05
Oracle CorporationORCL$10.4MAddQ2 2024 13F$10M$124.18$125.86
Booking Holdings IncBKNG$10.1MAddQ2 2024 13F$10M$148.12$179.83
Warner Bros. Discovery, Inc.WBD$-9.6MTrimQ2 2024 13F$10M$8.01$25.83
Ingredion Incorporated Common StockINGR$-9.6MTrimQ2 2024 13F$10M--$101.99
Devon Energy CorpDVN$-9.4MTrimQ2 2024 13F$9M$49.73$44.10
The Goldman Sachs Group IncGS$-8.4MTrimQ2 2024 13F$8M$438.80$1,072.80
Fox CorpFOXA$7.7MAddQ2 2024 13F$8M$32.66$55.09
Colgate-Palmolive CompanyCL$7.6MAddQ2 2024 13F$8M$92.25$91.60
Elevance Health, Inc. Common StockELV$7.2MAddQ2 2024 13F$7M$528.58$384.48
Donald Yacktman (Yacktman Asset Management) trim Unmapped 13F securityPORTFOLIO$-6.9MTrimQ2 2024 13F$7M----
GRAFTECH INTERNATIONAL LTDEAFEUR$-6.9MTrimQ2 2024 13F$7M----
Corning IncGLW$6.8MAddQ2 2024 13F$7M$34.93$157.92
L3Harris Technologies, Inc.LHX$6.7MAddQ2 2024 13F$7M$216.07$283.93
Comcast CorporationCMCSA$-6.3MTrimQ2 2024 13F$6M$39.13$23.88
Masco CorporationMAS$-6.0MTrimQ2 2024 13F$6M$70.50$77.34
Coca-Cola Company (The) Common StockKO$5.7MAddQ2 2024 13F$6M$61.90$82.20
The Bank of New York Mellon CorpBK$-5.6MTrimQ2 2024 13F$6M$57.86$141.91
Berkshire Hathaway Inc.BRK-B$279M686.1k sharesTrimQ2 2024 13F$5M$408.62$493.12
Exxon Mobil Corp (2)XOM$19M162.5k sharesAddQ2 2024 13F$5M$116.47$154.45
Diamondback Energy, Inc.FANG$-4.6MTrimQ2 2024 13F$5M$198.54$203.02
The Procter & Gamble CoPG$4.0MAddQ2 2024 13F$4M$163.48$149.15
Lockheed Martin CorpLMT$3.9MAddQ2 2024 13F$4M$462.15$514.99
EOG Resources, Inc.EOG$-3.7MTrimQ2 2024 13F$4M$128.29$140.80
MSCI IncMSCI$3.4MOtherQ2 2024 13F$3M$496.19$628.91
AmercoUHAL$-3.0MTrimQ2 2024 13F$3M$65.09$71.30
Cisco Systems IncCSCO$-2.9MTrimQ2 2024 13F$3M$47.48$111.10
Embecta Corp.EMBC$-2.2MTrimQ2 2024 13F$2M--$3.35
eBay Inc.EBAY$1.9MAddQ2 2024 13F$2M$52.13$114.19
Wells Fargo & CoWFC$149M2.5M sharesAddQ2 2024 13F$2M$59.04$86.35
Kellogg CompanyK$1.4MAddQ2 2024 13F$1M$58.99$83.44
Verizon Communications IncVZ$-1.4MTrimQ2 2024 13F$1M$40.30$43.50
Unilever PLCUL$1.3MAddQ2 2024 13F$1M$59.15$62.34
Teledyne Technologies IncTDY$-682.1KTrimQ2 2024 13F$682k$396.07$656.77
Barrick Gold Corporation Common Stock (BC)GOLD$-571.8KTrimQ2 2024 13F$572k--$38.46
The Clorox CompanyCLX$-517.5KTrimQ2 2024 13F$518k$138.87$93.80
America's Car-Mart, Inc.CRMT$-489.4KTrimQ2 2024 13F$489k--$3.81
Aon plcAON$-468.4KTrimQ2 2024 13F$468k$295.67$352.33
Legacy Housing CorporationLEGH$-461.0KTrimQ2 2024 13F$461k$22.02$27.27
Mastercard IncMA$-449.8KTrimQ2 2024 13F$450k$455.54$551.54
News CorporationNWS$395.5KAddQ2 2024 13F$396k$26.60$32.54
Berkshire Hathaway Inc.BRK-A$-310.8KTrimQ2 2024 13F$311k$616,493.98$732,750.00
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