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
Microsoft CorpMSFT$98.0MAddQ2 2025 13F$98M$433.34$390.34
Schwab (Charles) CorpSCHW$47.9MAddQ2 2025 13F$48M$83.65$101.95
Berkshire Hathaway Inc.BRK-B$159M326.9k sharesTrimQ2 2025 13F$42M$508.26$493.12
Unitedhealth Group IncUNH$40.2MOtherQ2 2025 13F$40M$384.44$431.31
Talen Energy CorporationTLN$40.2MAddQ2 2025 13F$40M$236.67$366.14
The Procter & Gamble CoPG$-39.3MTrimQ2 2025 13F$39M$163.33$149.15
PepsiCo, Inc.PEP$-38.6MTrimQ2 2025 13F$39M$134.95$134.93
ConocoPhillips Common StockCOP$-31.2MTrimQ2 2025 13F$31M$90.21$114.49
The Walt Disney CompanyDIS$177M1.4M sharesAddQ2 2025 13F$31M$103.82$96.22
U-Haul Holding CompanyUHALB$-29.3MTrimQ2 2025 13F$29M--$53.06
Kenvue Inc.KVUE$-27.0MTrimQ2 2025 13F$27M$22.77$19.07
Fox CorporationFOX$-24.7MTrimQ2 2025 13F$25M$48.75$50.39
Diamondback Energy, Inc.FANG$-23.8MTrimQ2 2025 13F$24M$138.89$203.02
Donald Yacktman (Yacktman Asset Management) trim Unmapped 13F securityPORTFOLIO$-21.6MTrimQ2 2025 13F$22M----
EOG Resources, Inc.EOG$-19.3MTrimQ2 2025 13F$19M$114.49$140.80
Johnson & JohnsonJNJ$-19.3MTrimQ2 2025 13F$19M$153.90$255.63
State Street Corporation (2)STT$17.7MAddQ2 2025 13F$18M$92.44$183.30
Armstrong World Industries CoAWI$17.3MAddQ2 2025 13F$17M$148.37$160.67
Elevance Health, Inc. Common StockELV$-16.2MTrimQ2 2025 13F$16M$402.74$384.48
Olin CorporationOLN$-15.9MTrimQ2 2025 13F$16M--$21.86
L3Harris Technologies, Inc.LHX$15.1MAddQ2 2025 13F$15M$229.44$283.93
Reliance Steel & Aluminum CoRS$14.5MAddQ2 2025 13F$15M$295.11$406.64
Darling Ingredients Inc.DAR$10.5MAddQ2 2025 13F$10M$32.88$60.62
News CorpNWSA$9.2MAddQ2 2025 13F$9M--$27.98
Northrop Grumman CorporationNOC$-8.8MTrimQ2 2025 13F$9M$491.89$512.29
Alphabet Inc.GOOG$227M1.3M sharesAddQ2 2025 13F$8M$165.11$341.91
Oracle CorporationORCL$7.6MAddQ2 2025 13F$8M$161.13$125.86
Fox CorpFOXA$-7.2MTrimQ2 2025 13F$7M$52.80$55.99
Embecta Corp.EMBC$-7.1MTrimQ2 2025 13F$7M$11.27$3.35
eBay Inc.EBAY$5.6MAddQ2 2025 13F$6M$70.82$114.19
Warner Bros. Discovery, Inc.WBD$5.3MAddQ2 2025 13F$5M$9.35$25.83
Lockheed Martin CorpLMT$-4.8MTrimQ2 2025 13F$5M$467.75$514.99
Devon Energy CorpDVN$-3.7MTrimQ2 2025 13F$4M$31.93$44.10
Coca-Cola Company (The) Common StockKO$-3.6MTrimQ2 2025 13F$4M$71.24$82.20
Moody's CorporationMCO$2.7MAddQ2 2025 13F$3M$463.23$519.02
MSCI IncMSCI$2.3MAddQ2 2025 13F$2M$553.68$628.91
Colgate-Palmolive CompanyCL$-2.2MTrimQ2 2025 13F$2M$91.33$91.60
Ingredion Incorporated Common StockINGR$-2.0MTrimQ2 2025 13F$2M$135.02$101.99
Masco CorporationMAS$-1.9MTrimQ2 2025 13F$2M$63.09$80.14
The Hershey CompanyHSY$1.8MAddQ2 2025 13F$2M$164.93$170.42
AmercoUHAL$-1.8MTrimQ2 2025 13F$2M$62.96$71.30
Berkshire Hathaway Inc.BRK-A$-1.7MTrimQ2 2025 13F$2M$762,376.24$732,750.00
Sysco CorporationSYY$-1.6MTrimQ2 2025 13F$2M$72.65$81.06
Comcast CorporationCMCSA$-1.5MTrimQ2 2025 13F$2M$34.63$23.88
The Goldman Sachs Group IncGS$1.3MAddQ2 2025 13F$1M$578.93$1,072.80
Cognizant Technology Solutions CorporationCTSH$-1.3MTrimQ2 2025 13F$1M$76.64$44.86
Booking Holdings IncBKNG$1.2MAddQ2 2025 13F$1M$204.45$179.83
GRAFTECH INTERNATIONAL LTDEAFEUR$1.2MAddQ2 2025 13F$1M----
The Bank of New York Mellon CorpBK$989.9KAddQ2 2025 13F$990k$84.90$141.91
Wells Fargo & CoWFC$12M151.7k sharesAddQ2 2025 13F$717k$72.10$86.35
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