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
L3Harris Technologies, Inc.LHX$-11.2MTrimQ1 2025 13F$11M$209.61$283.93
Reliance Steel & Aluminum CoRS$-10.4MTrimQ1 2025 13F$10M$286.12$406.64
Armstrong World Industries CoAWI$-10.0MTrimQ1 2025 13F$10M$143.55$160.67
ConocoPhillips Common StockCOP$-9.7MTrimQ1 2025 13F$10M$99.73$114.49
GRAFTECH INTERNATIONAL LTDEAFEUR$-9.1MTrimQ1 2025 13F$9M----
Schwab (Charles) CorpSCHW$7.9MAddQ1 2025 13F$8M$78.48$101.95
eBay Inc.EBAY$-7.6MTrimQ1 2025 13F$8M$66.65$114.19
Booking Holdings IncBKNG$-5.5MTrimQ1 2025 13F$5M$191.27$179.83
AmercoUHAL$-3.8MTrimQ1 2025 13F$4M$69.30$71.30
Devon Energy CorpDVN$3.4MAddQ1 2025 13F$3M$35.50$44.10
Masco CorporationMAS$-3.0MTrimQ1 2025 13F$3M$74.84$80.14
Darling Ingredients Inc.DAR$-2.9MTrimQ1 2025 13F$3M$31.24$63.40
PepsiCo, Inc.PEP$-2.9MTrimQ1 2025 13F$3M$148.84$134.93
Sysco CorporationSYY$-2.4MTrimQ1 2025 13F$2M$75.04$81.06
Colgate-Palmolive CompanyCL$2.2MAddQ1 2025 13F$2M$89.54$91.60
Berkshire Hathaway Inc.BRK-A$1.6MAddQ1 2025 13F$2M$729,330.71$732,750.00
Warner Bros. Discovery, Inc.WBD$1.2MAddQ1 2025 13F$1M$10.46$25.83
The Procter & Gamble CoPG$-1.1MTrimQ1 2025 13F$1M$167.49$149.15
Comcast CorporationCMCSA$-933.5KTrimQ1 2025 13F$934k$36.08$23.88
The Hershey CompanyHSY$809.9KAddQ1 2025 13F$810k$163.72$170.42
Talen Energy CorporationTLN$-800.8KTrimQ1 2025 13F$801k$199.67$366.14
Amplify Energy Corp.AMPY$-519.4KTrimQ1 2025 13F$519k--$3.94
Unilever PLCUL$-508.3KTrimQ1 2025 13F$508k$67.06$62.34
Aon plcAON$466.0KAddQ1 2025 13F$466k$383.42$352.33
Philip Morris International IncPM$280.2KAddQ1 2025 13F$280k$141.65$192.12
Verizon Communications IncVZ$279.2KAddQ1 2025 13F$279k$41.63$43.50
MSCI IncMSCI$-245.4KTrimQ1 2025 13F$245k$581.29$628.91
Mastercard IncMA$239.9KAddQ1 2025 13F$240k$544.39$551.54
The Clorox CompanyCLX$-239.7KTrimQ1 2025 13F$240k$152.70$93.80
America's Car-Mart, Inc.CRMT$-229.9KTrimQ1 2025 13F$230k--$3.81
Legacy Housing CorporationLEGH$-194.6KTrimQ1 2025 13F$195k$25.42$27.27
Exxon Mobil Corp (2)XOM$2M16.4k sharesAddQ1 2025 13F$186k$110.59$154.45
Teledyne Technologies IncTDY$151.1KAddQ1 2025 13F$151k$494.63$656.77
Barrick Gold Corporation Common Stock (BC)GOLD$-86.8KTrimQ1 2025 13F$87k--$38.46
The Cato CorporationCATO$-60.1KTrimQ1 2025 13F$60k--$3.21
Moody's CorporationMCO$-58.9KTrimQ1 2025 13F$59k$481.85$519.02
Altria Group IncMO$37.9KAddQ1 2025 13F$38k$58.99$74.20
Northern Trust CorporationNTRS$-36.6KTrimQ1 2025 13F$37k$106.14$177.70
Donald Yacktman (Yacktman Asset Management) add Unmapped 13F securityPORTFOLIO$535k385k sharesAddQ1 2025 13F$27k$1.39--
Visa IncV$25.2KAddQ1 2025 13F$25k$338.38$365.14
News CorporationNWS$-7.9KTrimQ1 2025 13F$7.9k$31.66$32.54
Booking Holdings IncBKNG$-136.6MTrimQ4 2024 13F$137M$192.21$179.83
The Bank of New York Mellon CorpBK$-104.2MTrimQ4 2024 13F$104M$76.37$141.91
Oracle CorporationORCL$-81.5MTrimQ4 2024 13F$81M$177.64$125.86
Devon Energy CorpDVN$-72.6MTrimQ4 2024 13F$73M$37.66$44.10
Canadian Natural Resources Limited Common StockCNQ$-70.1MTrimQ4 2024 13F$70M--$44.02
News CorpNWSA$-68.4MTrimQ4 2024 13F$68M--$26.33
Lockheed Martin CorpLMT$-66.1MTrimQ4 2024 13F$66M$545.12$514.99
Northrop Grumman CorporationNOC$-61.7MTrimQ4 2024 13F$62M$502.99$512.29
U-Haul Holding CompanyUHALB$-58.5MTrimQ4 2024 13F$58M--$53.06
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