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
Verizon Communications IncVZ$-255.8KTrimQ4 2024 13F$256k$42.19$43.50
Barrick Gold Corporation Common Stock (BC)GOLD$-192.7KTrimQ4 2024 13F$193k--$38.46
Aon plcAON$153.7KAddQ4 2024 13F$154k$367.70$352.33
MSCI IncMSCI$121.4KAddQ4 2024 13F$121k$600.04$628.91
Northern Trust CorporationNTRS$118.5KAddQ4 2024 13F$118k$102.24$177.70
The Cato CorporationCATO$-114.9KTrimQ4 2024 13F$115k--$3.21
Visa IncV$30.1KAddQ4 2024 13F$30k$300.70$365.14
The Clorox CompanyCLX$-23.8KTrimQ4 2024 13F$24k$163.58$93.80
Moody's CorporationMCO$-9.4KTrimQ4 2024 13F$9.4k$477.26$519.02
Philip Morris International IncPM$-7.7KTrimQ4 2024 13F$7.7k$126.16$192.12
Altria Group IncMO$6.1KAddQ4 2024 13F$6.1k$53.27$74.20
The Goldman Sachs Group IncGS$-996TrimQ4 2024 13F$996$557.79$1,072.80
Alphabet Inc.GOOG$356M2.1M sharesTrimQ3 2024 13F$292M$169.25$341.91
Microsoft CorpMSFT$-147.9MTrimQ3 2024 13F$148M$427.47$390.34
Kellogg CompanyK$-123.5MExitQ3 2024 13F$124M$71.18$83.44
Canadian Natural Resources Limited Common StockCNQ$-85.3MTrimQ3 2024 13F$85M--$44.02
Schwab (Charles) CorpSCHW$-85.0MTrimQ3 2024 13F$85M$65.69$101.95
Talen Energy CorporationTLN$79.3MOtherQ3 2024 13F$79M$178.24$366.14
News CorpNWSA$-76.7MTrimQ3 2024 13F$77M$27.17$26.33
Diamondback Energy, Inc.FANG$-66.6MTrimQ3 2024 13F$67M$192.51$203.02
Devon Energy CorpDVN$-63.9MTrimQ3 2024 13F$64M$44.03$44.10
Kenvue Inc.KVUE$45.7MAddQ3 2024 13F$46M$20.72$19.07
Wells Fargo & CoWFC$104M1.8M sharesTrimQ3 2024 13F$45M$56.56$86.35
PepsiCo, Inc.PEP$-42.0MTrimQ3 2024 13F$42M$171.80$134.93
Lockheed Martin CorpLMT$38.3MAddQ3 2024 13F$38M$536.90$514.99
Northrop Grumman CorporationNOC$32.7MAddQ3 2024 13F$33M$489.64$512.29
Colgate-Palmolive CompanyCL$-31.4MTrimQ3 2024 13F$31M$101.92$91.60
Fox CorporationFOX$30.7MAddQ3 2024 13F$31M--$49.18
U-Haul Holding CompanyUHALB$30.7MAddQ3 2024 13F$31M--$53.06
ConocoPhillips Common StockCOP$-30.2MTrimQ3 2024 13F$30M$109.83$114.49
The Procter & Gamble CoPG$-25.4MTrimQ3 2024 13F$25M$169.76$149.15
State Street Corporation (2)STT$24.0MAddQ3 2024 13F$24M$82.46$183.30
EOG Resources, Inc.EOG$-23.6MTrimQ3 2024 13F$24M$125.61$140.80
Elevance Health, Inc. Common StockELV$-23.1MTrimQ3 2024 13F$23M$534.22$384.48
Reliance Steel & Aluminum CoRS$-23.0MTrimQ3 2024 13F$23M$286.37$406.64
Cognizant Technology Solutions CorporationCTSH$22.6MAddQ3 2024 13F$23M$74.50$44.86
Fox CorpFOXA$20.0MAddQ3 2024 13F$20M$38.82$55.09
eBay Inc.EBAY$19.2MAddQ3 2024 13F$19M$57.57$114.19
Exxon Mobil Corp (2)XOM$3M24.4k sharesTrimQ3 2024 13F$16M$115.47$154.45
Oracle CorporationORCL$-14.5MTrimQ3 2024 13F$15M$144.85$125.86
The Walt Disney CompanyDIS$148M1.5M sharesTrimQ3 2024 13F$14M$92.01$96.22
The Bank of New York Mellon CorpBK$-11.2MTrimQ3 2024 13F$11M$65.77$141.91
Berkshire Hathaway Inc.BRK-B$268M583.2k sharesTrimQ3 2024 13F$11M$442.18$493.12
Olin CorporationOLN$-10.5MTrimQ3 2024 13F$11M--$21.86
Darling Ingredients Inc.DAR$-9.5MTrimQ3 2024 13F$10M$37.16$63.40
Johnson & JohnsonJNJ$8.8MAddQ3 2024 13F$9M$159.33$255.63
The Goldman Sachs Group IncGS$-8.1MTrimQ3 2024 13F$8M$489.11$1,072.80
Corning IncGLW$6.9MAddQ3 2024 13F$7M$42.07$157.92
L3Harris Technologies, Inc.LHX$6.9MAddQ3 2024 13F$7M$230.87$283.93
Cisco Systems IncCSCO$6.0MAddQ3 2024 13F$6M$48.64$111.10
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