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 Goldman Sachs Group IncGS$-1.1MTrimQ4 2025 13F$1M$815.95$1,072.80
Wells Fargo & CoWFC$10M102.3k sharesTrimQ4 2025 13F$1M$86.82$86.35
Fair Isaac CorporationFICO$846.9KAddQ4 2025 13F$847k$1,721.38$1,241.22
The Bank of New York Mellon CorpBK$-551.4KTrimQ4 2025 13F$551k$115.95$141.91
Copart, Inc.CPRT$540.1KAddQ4 2025 13F$540k$41.46$28.29
Moody's CorporationMCO$427.0KAddQ4 2025 13F$427k$487.90$519.02
Teledyne Technologies IncTDY$-334.0KTrimQ4 2025 13F$334k$526.90$624.15
Amplify Energy Corp.AMPY$-156.4KTrimQ4 2025 13F$156k$4.98$3.94
VERISK ANALYTICS IncVRSK$148.4KAddQ4 2025 13F$148k$225.67$201.49
Verizon Communications IncVZ$-128.8KTrimQ4 2025 13F$129k$40.56$43.50
Donald Yacktman (Yacktman Asset Management) trim Unmapped 13F securityPORTFOLIO$278k265k sharesTrimQ4 2025 13F$126k$1.05--
The Cato CorporationCATO$-118.1KTrimQ4 2025 13F$118k$3.68$3.21
Marsh & McLennan Companies IncMRSH$81.3KAddQ4 2025 13F$81k$186.92$182.18
MSCI IncMSCI$68.9KAddQ4 2025 13F$69k$560.87$628.91
Aon plcAON$-47.8KTrimQ4 2025 13F$48k$349.16$352.33
News CorporationNWS$-40.0KTrimQ4 2025 13F$40k$29.81$32.54
Altria Group IncMO$-35.3KTrimQ4 2025 13F$35k$60.38$74.20
America's Car-Mart, Inc.CRMT$30.4KAddQ4 2025 13F$30k$24.05$3.81
Mastercard IncMA$24.2KAddQ4 2025 13F$24k$559.02$551.54
Northern Trust CorporationNTRS$18.9KAddQ4 2025 13F$19k$131.30$191.13
Philip Morris International IncPM$-11.3KTrimQ4 2025 13F$11k$154.93$192.12
Visa IncV$6.8KAddQ4 2025 13F$6.8k$340.70$365.14
Barrick Gold Corporation Common Stock (BC)GOLD$5.5KAddQ4 2025 13F$5.5k$28.56$38.46
Alphabet Inc.GOOG$284M1.2M sharesAddQ3 2025 13F$57M$210.20$341.91
Warner Bros. Discovery, Inc.WBD$55.9MAddQ3 2025 13F$56M$13.62$25.83
Cognizant Technology Solutions CorporationCTSH$-44.8MTrimQ3 2025 13F$45M$76.98$44.86
Kenvue Inc.KVUE$-42.5MTrimQ3 2025 13F$42M$20.41$19.07
Ingredion Incorporated Common StockINGR$-37.8MTrimQ3 2025 13F$38M$128.89$101.99
Reliance Steel & Aluminum CoRS$-37.7MTrimQ3 2025 13F$38M$300.03$391.91
Johnson & JohnsonJNJ$30.4MAddQ3 2025 13F$30M$171.33$255.63
U-Haul Holding CompanyUHALB$-30.2MTrimQ3 2025 13F$30M--$53.06
Canadian Natural Resources Limited Common StockCNQ$-26.5MTrimQ3 2025 13F$27M$31.32$44.02
Elevance Health, Inc. Common StockELV$-24.7MTrimQ3 2025 13F$25M$311.02$384.48
Talen Energy CorporationTLN$24.2MAddQ3 2025 13F$24M$425.38$366.14
The Procter & Gamble CoPG$-23.2MTrimQ3 2025 13F$23M$156.18$149.15
Oracle CorporationORCL$-23.1MExitQ3 2025 13F$23M$254.66$125.86
The Walt Disney CompanyDIS$155M1.4M sharesTrimQ3 2025 13F$21M$117.78$96.22
Unitedhealth Group IncUNH$20.0MAddQ3 2025 13F$20M$302.44$431.31
Olin CorporationOLN$17.7MAddQ3 2025 13F$18M--$21.86
Microsoft CorpMSFT$-17.3MTrimQ3 2025 13F$17M$510.13$390.34
Schwab (Charles) CorpSCHW$-16.1MTrimQ3 2025 13F$16M$94.92$101.95
Coca-Cola Company (The) Common StockKO$-15.1MTrimQ3 2025 13F$15M$68.83$82.20
Darling Ingredients Inc.DAR$-14.0MTrimQ3 2025 13F$14M$30.87$60.62
EOG Resources, Inc.EOG$-14.0MTrimQ3 2025 13F$14M$119.26$140.80
GrafTech International Ltd.EAF$13.7MOtherQ3 2025 13F$14M$12.82$7.39
News CorpNWSA$-13.4MTrimQ3 2025 13F$13M$30.53$27.98
PepsiCo, Inc.PEP$11.1MAddQ3 2025 13F$11M$142.80$134.93
Fox CorporationFOX$10.7MAddQ3 2025 13F$11M$52.78$50.39
GRAFTECH INTERNATIONAL LTDEAFEUR$-10.5MExitQ3 2025 13F$11M----
Northrop Grumman CorporationNOC$9.5MAddQ3 2025 13F$9M$567.03$512.29
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