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 Clorox CompanyCLX$576.5KAddQ2 2025 13F$576k$133.63$93.80
Cisco Systems IncCSCO$-544.6KTrimQ2 2025 13F$545k$61.46$111.10
Mastercard IncMA$457.3KAddQ2 2025 13F$457k$552.94$551.54
Teledyne Technologies IncTDY$-446.6KTrimQ2 2025 13F$447k$482.71$656.77
Northern Trust CorporationNTRS$267.3KAddQ2 2025 13F$267k$102.19$177.70
Unilever PLCUL$-265.4KTrimQ2 2025 13F$265k$70.19$62.34
Barrick Gold Corporation Common Stock (BC)GOLD$-228.3KExitQ2 2025 13F$228k--$38.46
SPDR S&P 500 ETF TrustSPY$-186.2KTrimQ2 2025 13F$186k$571.44$747.41
Exxon Mobil Corp (2)XOM$2M16.4k sharesTrimQ2 2025 13F$183k$107.09$154.45
Verizon Communications IncVZ$-151.9KTrimQ2 2025 13F$152k$43.34$43.50
Legacy Housing CorporationLEGH$73.4KAddQ2 2025 13F$73k$23.41$27.27
Philip Morris International IncPM$61.4KAddQ2 2025 13F$61k$171.52$192.12
Amplify Energy Corp.AMPY$57.4KAddQ2 2025 13F$57k--$3.94
The Cato CorporationCATO$-54.8KTrimQ2 2025 13F$55k--$3.21
Aon plcAON$-49.8KTrimQ2 2025 13F$50k$362.90$352.33
News CorporationNWS$32.1KAddQ2 2025 13F$32k$31.66$32.54
America's Car-Mart, Inc.CRMT$26.4KAddQ2 2025 13F$26k--$3.81
Donald Yacktman (Yacktman Asset Management) trim Unmapped 13F securityPORTFOLIO$516k385k sharesTrimQ2 2025 13F$19k$1.34--
Altria Group IncMO$-6.8KTrimQ2 2025 13F$6.8k$58.75$74.20
Visa IncV$3.4KAddQ2 2025 13F$3.4k$348.58$365.14
State Street Corporation (2)STT$-127.5MTrimQ1 2025 13F$128M$95.53$183.30
Alphabet Inc.GOOG$219M1.4M sharesTrimQ1 2025 13F$103M$183.12$341.91
Wells Fargo & CoWFC$11M159.3k sharesTrimQ1 2025 13F$63M$75.08$86.35
Microsoft CorpMSFT$-61.2MTrimQ1 2025 13F$61M$407.71$390.34
Diamondback Energy, Inc.FANG$-59.3MTrimQ1 2025 13F$59M$161.26$203.02
The Goldman Sachs Group IncGS$-58.3MTrimQ1 2025 13F$58M$601.74$1,072.80
Canadian Natural Resources Limited Common StockCNQ$-53.4MTrimQ1 2025 13F$53M$30.92$44.02
EOG Resources, Inc.EOG$-51.5MTrimQ1 2025 13F$51M$128.69$140.80
The Bank of New York Mellon CorpBK$-45.1MTrimQ1 2025 13F$45M$83.87$141.91
Cognizant Technology Solutions CorporationCTSH$-44.8MTrimQ1 2025 13F$45M$76.50$44.86
Cisco Systems IncCSCO$-42.5MTrimQ1 2025 13F$43M$61.57$111.10
U-Haul Holding CompanyUHALB$-41.2MTrimQ1 2025 13F$41M--$53.06
Corning IncGLW$-40.5MExitQ1 2025 13F$40M$49.38$157.92
Olin CorporationOLN$-34.3MTrimQ1 2025 13F$34M--$21.86
Johnson & JohnsonJNJ$27.1MAddQ1 2025 13F$27M$156.47$255.63
News CorpNWSA$-23.0MTrimQ1 2025 13F$23M--$26.33
Elevance Health, Inc. Common StockELV$22.8MAddQ1 2025 13F$23M$401.43$384.48
The Walt Disney CompanyDIS$146M1.5M sharesTrimQ1 2025 13F$22M$107.47$96.22
Kenvue Inc.KVUE$21.0MAddQ1 2025 13F$21M$22.14$19.07
Fox CorpFOXA$-20.7MTrimQ1 2025 13F$21M$52.89$55.09
SPDR S&P 500 ETF TrustSPY$-20.0MTrimQ1 2025 13F$20M$587.78$747.41
Embecta Corp.EMBC$-19.2MTrimQ1 2025 13F$19M$12.75$3.35
Lockheed Martin CorpLMT$-19.1MTrimQ1 2025 13F$19M$460.32$514.99
Coca-Cola Company (The) Common StockKO$17.9MAddQ1 2025 13F$18M$66.79$82.20
Fox CorporationFOX$16.8MAddQ1 2025 13F$17M$50.95$49.18
Northrop Grumman CorporationNOC$-14.7MTrimQ1 2025 13F$15M$477.41$512.29
Donald Yacktman (Yacktman Asset Management) add Unmapped 13F securityPORTFOLIO$14.5MAddQ1 2025 13F$14M----
Oracle CorporationORCL$-13.2MTrimQ1 2025 13F$13M$162.81$125.86
Berkshire Hathaway Inc.BRK-B$201M376.8k sharesTrimQ1 2025 13F$13M$486.15$493.12
Ingredion Incorporated Common StockINGR$-11.7MTrimQ1 2025 13F$12M$132.08$101.99
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