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
The Hershey CompanyHSY$-234.2KTrimQ2 2024 13F$234k$193.48$170.42
Moody's CorporationMCO$214.0KAddQ2 2024 13F$214k$397.85$519.02
Donald Yacktman (Yacktman Asset Management) trim Unmapped 13F securityPORTFOLIO$710k500k sharesTrimQ2 2024 13F$210k$1.42--
Visa IncV$-204.3KExitQ2 2024 13F$204k$274.09$365.14
Philip Morris International IncPM$70.9KAddQ2 2024 13F$71k$97.77$192.12
SPDR S&P 500 ETF TrustSPY$52.9KAddQ2 2024 13F$53k$523.39$747.41
Northern Trust CorporationNTRS$-46.9KTrimQ2 2024 13F$47k$83.96$177.70
Amplify Energy Corp.AMPY$40.0KAddQ2 2024 13F$40k--$3.94
Altria Group IncMO$-29.8KTrimQ2 2024 13F$30k$44.37$74.20
The Cato CorporationCATO$-24.3KTrimQ2 2024 13F$24k--$3.21
Pioneer Natural Resources CompanyPXD$-169.8MTrimQ1 2024 13F$170M$234.47$269.62
Canadian Natural Resources Limited Common StockCNQ$169.5MAddQ1 2024 13F$169M--$44.02
Weatherford International plcWFRD$-135.4MExitQ1 2024 13F$135M$101.47$85.38
Kellogg CompanyK$122.1MOtherQ1 2024 13F$122M$55.08$83.44
Darling Ingredients Inc.DAR$87.5MOtherQ1 2024 13F$88M--$63.40
Diamondback Energy, Inc.FANG$54.3MAddQ1 2024 13F$54M$169.79$203.02
Microsoft CorpMSFT$53.2MAddQ1 2024 13F$53M$404.82$390.34
The Walt Disney CompanyDIS$202M1.6M sharesAddQ1 2024 13F$53M$104.45$96.22
U-Haul Holding CompanyUHALB$-46.6MTrimQ1 2024 13F$47M--$53.06
Berkshire Hathaway Inc.BRK-B$285M676.6k sharesAddQ1 2024 13F$41M$393.34$493.12
Cognizant Technology Solutions CorporationCTSH$-29.8MTrimQ1 2024 13F$30M$76.40$44.86
Oracle CorporationORCL$-29.6MTrimQ1 2024 13F$30M$114.46$125.86
The Procter & Gamble CoPG$29.6MAddQ1 2024 13F$30M$156.83$149.15
News CorpNWSA$-28.9MTrimQ1 2024 13F$29M--$26.33
eBay Inc.EBAY$28.3MAddQ1 2024 13F$28M$45.43$114.19
SPDR S&P 500 ETF TrustSPY$-24.4MTrimQ1 2024 13F$24M$497.86$747.41
Armstrong World Industries CoAWI$23.9MAddQ1 2024 13F$24M--$158.05
Booking Holdings IncBKNG$-23.1MTrimQ1 2024 13F$23M$142.53$179.83
Olin CorporationOLN$22.5MAddQ1 2024 13F$23M--$23.64
First Hawaiian, Inc. - Common StockFHB$-22.4MTrimQ1 2024 13F$22M--$29.72
Wells Fargo & CoWFC$147M2.5M sharesAddQ1 2024 13F$21M$52.32$86.35
Warner Bros. Discovery, Inc.WBD$-20.7MTrimQ1 2024 13F$21M$9.64$25.83
ConocoPhillips Common StockCOP$20.1MAddQ1 2024 13F$20M$114.06$114.49
Schwab (Charles) CorpSCHW$19.8MAddQ1 2024 13F$20M$65.86$101.95
Alphabet Inc.GOOG$556M3.7M sharesAddQ1 2024 13F$20M$144.34$341.91
Donald Yacktman (Yacktman Asset Management) add Unmapped 13F securityPORTFOLIO$521M7.4M sharesAddQ4 2023 13F$133M$70.44--
Donald Yacktman (Yacktman Asset Management) add Unmapped 13F securityPORTFOLIO$435M6.3M sharesAddQ4 2023 13F$86M$68.80--
Donald Yacktman (Yacktman Asset Management) add Unmapped 13F securityPORTFOLIO$411M16.7M sharesAddQ4 2023 13F$71M$24.55--
Donald Yacktman (Yacktman Asset Management) trim Unmapped 13F securityPORTFOLIO$135M1.4M sharesTrimQ4 2023 13F$66M$97.83--
Donald Yacktman (Yacktman Asset Management) add Unmapped 13F securityPORTFOLIO$615M1.6M sharesAddQ4 2023 13F$56M$376.04--
Donald Yacktman (Yacktman Asset Management) trim Unmapped 13F securityPORTFOLIO$251M1.1M sharesTrimQ4 2023 13F$42M$224.88--
Donald Yacktman (Yacktman Asset Management) add Unmapped 13F securityPORTFOLIO$116M5.4M sharesAddQ4 2023 13F$41M$21.53--
Donald Yacktman (Yacktman Asset Management) add Unmapped 13F securityPORTFOLIO$197M3.8M sharesAddQ4 2023 13F$35M$52.05--
Donald Yacktman (Yacktman Asset Management) add Unmapped 13F securityPORTFOLIO$265M3.4M sharesAddQ4 2023 13F$32M$77.46--
Donald Yacktman (Yacktman Asset Management) add Unmapped 13F securityPORTFOLIO$114M1.2M sharesAddQ4 2023 13F$30M$98.32--
Donald Yacktman (Yacktman Asset Management) add Unmapped 13F securityPORTFOLIO$391M5.2M sharesAddQ4 2023 13F$28M$75.53--
Donald Yacktman (Yacktman Asset Management) add Unmapped 13F securityPORTFOLIO$27M57.8k sharesAddQ4 2023 13F$24M$475.31--
Donald Yacktman (Yacktman Asset Management) add Unmapped 13F securityPORTFOLIO$138M653.8k sharesAddQ4 2023 13F$24M$210.62--
Donald Yacktman (Yacktman Asset Management) add Unmapped 13F securityPORTFOLIO$240M2.2M sharesAddQ4 2023 13F$22M$108.53--
Donald Yacktman (Yacktman Asset Management) add Unmapped 13F securityPORTFOLIO$20.9MAddQ4 2023 13F$21M----
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