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
Berkshire Hathaway Inc.BRK-A$-9.5MExitQ3 2025 13F$9M$726,917.35$732,750.00
Colgate-Palmolive CompanyCL$-9.5MTrimQ3 2025 13F$9M$85.30$91.60
Armstrong World Industries CoAWI$8.9MAddQ3 2025 13F$9M$185.97$160.67
eBay Inc.EBAY$-8.3MTrimQ3 2025 13F$8M$88.45$114.19
Embecta Corp.EMBC$7.9MAddQ3 2025 13F$8M$14.11$3.35
Donald Yacktman (Yacktman Asset Management) trim Unmapped 13F securityPORTFOLIO$-7.7MTrimQ3 2025 13F$8M----
Comcast CorporationCMCSA$-7.7MTrimQ3 2025 13F$8M$33.52$23.88
State Street Corporation (2)STT$-6.5MTrimQ3 2025 13F$6M$111.61$183.30
Booking Holdings IncBKNG$-6.5MExitQ3 2025 13F$6M$223.25$179.83
The Hershey CompanyHSY$-6.3MExitQ3 2025 13F$6M$181.71$170.42
The Bank of New York Mellon CorpBK$-6.1MTrimQ3 2025 13F$6M$100.38$141.91
Lockheed Martin CorpLMT$5.2MAddQ3 2025 13F$5M$453.72$514.99
ConocoPhillips Common StockCOP$4.3MAddQ3 2025 13F$4M$94.54$114.49
Fox CorpFOXA$4.2MAddQ3 2025 13F$4M$57.86$55.99
Fair Isaac CorporationFICO$3.8MOtherQ3 2025 13F$4M$1,503.82$1,241.22
Marsh & McLennan Companies IncMRSH$3.5MOtherQ3 2025 13F$3M$205.67$182.18
Copart, Inc.CPRT$3.4MOtherQ3 2025 13F$3M$47.13$28.29
VERISK ANALYTICS IncVRSK$3.3MOtherQ3 2025 13F$3M$274.48$201.49
Sysco CorporationSYY$3.3MAddQ3 2025 13F$3M$82.34$81.06
America's Car-Mart, Inc.CRMT$3.3MAddQ3 2025 13F$3M$29.21$3.81
L3Harris Technologies, Inc.LHX$-3.1MTrimQ3 2025 13F$3M$273.35$283.93
Berkshire Hathaway Inc.BRK-B$161M320.4k sharesAddQ3 2025 13F$2M$484.36$493.12
Devon Energy CorpDVN$-2.2MTrimQ3 2025 13F$2M$34.04$44.10
Cisco Systems IncCSCO$-2.1MTrimQ3 2025 13F$2M$68.16$111.10
The Clorox CompanyCLX$1.8MAddQ3 2025 13F$2M$124.12$96.95
Exxon Mobil Corp (2)XOM$-1.8MExitQ3 2025 13F$2M$111.17$154.45
Wells Fargo & CoWFC$11M126k sharesTrimQ3 2025 13F$2M$81.09$86.35
AmercoUHAL$-1.3MTrimQ3 2025 13F$1M$58.94$71.30
Masco CorporationMAS$1.2MAddQ3 2025 13F$1M$70.38$80.14
Diamondback Energy, Inc.FANG$815.6KAddQ3 2025 13F$816k$142.32$203.02
SPDR S&P 500 ETF TrustSPY$811.5KAddQ3 2025 13F$811k$641.03$747.41
Unilever PLCUL$-676.1KTrimQ3 2025 13F$676k$68.36$62.34
The Goldman Sachs Group IncGS$-662.6KTrimQ3 2025 13F$663k$741.01$1,072.80
Verizon Communications IncVZ$-448.8KTrimQ3 2025 13F$449k$43.29$43.50
Amplify Energy Corp.AMPY$439.5KAddQ3 2025 13F$440k$5.25$3.94
Teledyne Technologies IncTDY$-386.6KTrimQ3 2025 13F$387k$547.47$624.15
Moody's CorporationMCO$-312.0KTrimQ3 2025 13F$312k$504.09$519.02
Legacy Housing CorporationLEGH$291.0KAddQ3 2025 13F$291k$25.50$27.27
Barrick Gold Corporation Common Stock (BC)GOLD$232.8KOtherQ3 2025 13F$233k$25.87$38.46
Philip Morris International IncPM$-198.4KTrimQ3 2025 13F$198k$168.25$192.12
The Cato CorporationCATO$147.6KAddQ3 2025 13F$148k$4.21$3.21
Donald Yacktman (Yacktman Asset Management) trim Unmapped 13F securityPORTFOLIO$404k275k sharesTrimQ3 2025 13F$112k$1.47--
MSCI IncMSCI$-101.7KTrimQ3 2025 13F$102k$565.29$628.91
Mastercard IncMA$80.2KAddQ3 2025 13F$80k$574.29$551.54
Northern Trust CorporationNTRS$74.2KAddQ3 2025 13F$74k$128.68$191.13
Visa IncV$-10.0KTrimQ3 2025 13F$10k$346.10$365.14
Altria Group IncMO$-9.8KTrimQ3 2025 13F$9.8k$66.06$74.20
Aon plcAON$-2.3KTrimQ3 2025 13F$2.3k$361.75$352.33
News CorporationNWS$2.0KAddQ3 2025 13F$2k$33.77$32.54
Canadian Natural Resources Limited Common StockCNQ$-145.0MTrimQ2 2025 13F$145M$30.31$44.02
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