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
Olin CorporationOLN$-56.3MTrimQ4 2024 13F$56M--$21.86
Berkshire Hathaway Inc.BRK-B$214M471.8k sharesTrimQ4 2024 13F$55M$461.73$493.12
Elevance Health, Inc. Common StockELV$-52.3MTrimQ4 2024 13F$52M$418.46$384.48
PepsiCo, Inc.PEP$-48.7MTrimQ4 2024 13F$49M$163.84$134.93
Cognizant Technology Solutions CorporationCTSH$-44.0MTrimQ4 2024 13F$44M--$44.86
Alphabet Inc.GOOG$323M1.7M sharesTrimQ4 2024 13F$33M$176.50$341.91
Wells Fargo & CoWFC$75M1.1M sharesTrimQ4 2024 13F$29M$68.27$86.35
Reliance Steel & Aluminum CoRS$-28.9MTrimQ4 2024 13F$29M$296.62$406.64
Johnson & JohnsonJNJ$-28.5MTrimQ4 2024 13F$29M$154.96$255.63
L3Harris Technologies, Inc.LHX$-26.0MTrimQ4 2024 13F$26M$239.66$283.93
Ingredion Incorporated Common StockINGR$-25.9MTrimQ4 2024 13F$26M$140.75$101.99
State Street Corporation (2)STT$-24.3MTrimQ4 2024 13F$24M$94.70$183.30
Microsoft CorpMSFT$-24.2MTrimQ4 2024 13F$24M$425.95$390.34
Coca-Cola Company (The) Common StockKO$-23.7MTrimQ4 2024 13F$24M$65.28$82.20
eBay Inc.EBAY$-23.2MTrimQ4 2024 13F$23M$63.53$114.19
EOG Resources, Inc.EOG$20.1MAddQ4 2024 13F$20M$127.77$140.80
The Walt Disney CompanyDIS$168M1.5M sharesAddQ4 2024 13F$20M$105.05$96.22
Fox CorporationFOX$19.1MAddQ4 2024 13F$19M--$49.18
SPDR S&P 500 ETF TrustSPY$18.5MAddQ4 2024 13F$19M$589.16$747.41
Warner Bros. Discovery, Inc.WBD$17.4MAddQ4 2024 13F$17M$9.29$25.83
Kenvue Inc.KVUE$-16.5MTrimQ4 2024 13F$17M$22.67$19.07
The Procter & Gamble CoPG$-16.0MTrimQ4 2024 13F$16M$170.31$149.15
Donald Yacktman (Yacktman Asset Management) trim Unmapped 13F securityPORTFOLIO$-15.4MTrimQ4 2024 13F$15M----
News CorporationNWS$-13.7MTrimQ4 2024 13F$14M$30.17$32.54
Embecta Corp.EMBC$13.6MAddQ4 2024 13F$14M--$3.35
Corning IncGLW$-12.3MTrimQ4 2024 13F$12M$47.37$157.92
Colgate-Palmolive CompanyCL$-10.8MTrimQ4 2024 13F$11M$95.42$91.60
Fox CorpFOXA$10.6MAddQ4 2024 13F$11M$45.04$55.09
Schwab (Charles) CorpSCHW$10.5MAddQ4 2024 13F$10M$74.83$101.95
Talen Energy CorporationTLN$10.3MAddQ4 2024 13F$10M$195.05$366.14
ConocoPhillips Common StockCOP$9.5MAddQ4 2024 13F$10M$106.17$114.49
Diamondback Energy, Inc.FANG$8.5MAddQ4 2024 13F$9M$176.22$203.02
AmercoUHAL$-8.0MTrimQ4 2024 13F$8M$72.51$71.30
Darling Ingredients Inc.DAR$-7.3MTrimQ4 2024 13F$7M$37.80$63.40
Cisco Systems IncCSCO$5.6MAddQ4 2024 13F$6M$57.11$111.10
Comcast CorporationCMCSA$-5.5MTrimQ4 2024 13F$6M$41.51$23.88
Masco CorporationMAS$-4.5MTrimQ4 2024 13F$5M$80.01$80.14
Sysco CorporationSYY$-3.2MTrimQ4 2024 13F$3M--$81.06
Unilever PLCUL$-2.8MTrimQ4 2024 13F$3M$67.60$62.34
GRAFTECH INTERNATIONAL LTDEAFEUR$2.8MAddQ4 2024 13F$3M----
Armstrong World Industries CoAWI$2.0MAddQ4 2024 13F$2M--$160.67
Teledyne Technologies IncTDY$-1.2MTrimQ4 2024 13F$1M$466.01$656.77
Exxon Mobil Corp (2)XOM$2M16.4k sharesTrimQ4 2024 13F$1M$116.98$154.45
Berkshire Hathaway Inc.BRK-A$-834.8KTrimQ4 2024 13F$835k$692,526.96$732,750.00
America's Car-Mart, Inc.CRMT$-521.4KTrimQ4 2024 13F$521k--$3.81
The Hershey CompanyHSY$-492.3KTrimQ4 2024 13F$492k$179.33$170.42
Legacy Housing CorporationLEGH$-433.7KTrimQ4 2024 13F$434k$25.86$27.27
Mastercard IncMA$364.7KAddQ4 2024 13F$365k$517.70$551.54
Amplify Energy Corp.AMPY$-304.6KTrimQ4 2024 13F$305k--$3.94
Donald Yacktman (Yacktman Asset Management) trim Unmapped 13F securityPORTFOLIO$508k385k sharesTrimQ4 2024 13F$266k$1.32--
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