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
Armstrong World Industries CoAWI$6.0MAddQ3 2024 13F$6M--$160.67
Donald Yacktman (Yacktman Asset Management) trim Unmapped 13F securityPORTFOLIO$-5.8MTrimQ3 2024 13F$6M----
First Hawaiian, Inc. - Common StockFHB$-5.7MExitQ3 2024 13F$6M--$29.72
Ingredion Incorporated Common StockINGR$5.3MAddQ3 2024 13F$5M$127.20$101.99
Booking Holdings IncBKNG$-5.1MTrimQ3 2024 13F$5M$153.40$179.83
AmercoUHAL$4.8MAddQ3 2024 13F$5M$68.37$71.30
Masco CorporationMAS$-4.5MTrimQ3 2024 13F$4M$75.80$80.14
Micron Technology IncMU$-3.9MExitQ3 2024 13F$4M$104.58$970.82
Comcast CorporationCMCSA$-3.3MTrimQ3 2024 13F$3M$39.48$23.88
Teledyne Technologies IncTDY$-3.1MTrimQ3 2024 13F$3M$414.60$656.77
Warner Bros. Discovery, Inc.WBD$2.7MAddQ3 2024 13F$3M$7.81$25.83
GRAFTECH INTERNATIONAL LTDEAFEUR$2.2MAddQ3 2024 13F$2M----
Coca-Cola Company (The) Common StockKO$2.2MAddQ3 2024 13F$2M$68.48$82.20
Sysco CorporationSYY$2.1MAddQ3 2024 13F$2M--$81.06
Unilever PLCUL$1.9MAddQ3 2024 13F$2M$73.15$62.34
Berkshire Hathaway Inc.BRK-A$1.8MAddQ3 2024 13F$2M$663,891.53$732,750.00
Legacy Housing CorporationLEGH$-1.1MTrimQ3 2024 13F$1M$26.24$27.27
The Clorox CompanyCLX$871.2KAddQ3 2024 13F$871k$148.18$93.80
MSCI IncMSCI$719.4KAddQ3 2024 13F$719k$542.20$628.91
SPDR S&P 500 ETF TrustSPY$702.0KAddQ3 2024 13F$702k$552.93$747.41
News CorporationNWS$-631.7KTrimQ3 2024 13F$632k$28.20$32.54
Aon plcAON$611.6KAddQ3 2024 13F$612k$327.16$352.33
Mastercard IncMA$585.9KAddQ3 2024 13F$586k$465.04$551.54
Embecta Corp.EMBC$421.0KAddQ3 2024 13F$421k--$3.35
Moody's CorporationMCO$411.6KAddQ3 2024 13F$412k$463.45$519.02
America's Car-Mart, Inc.CRMT$-404.6KTrimQ3 2024 13F$405k--$3.81
Barrick Gold Corporation Common Stock (BC)GOLD$-301.4KTrimQ3 2024 13F$301k--$38.46
Visa IncV$201.3KOtherQ3 2024 13F$201k$270.36$365.14
Verizon Communications IncVZ$190.8KAddQ3 2024 13F$191k$41.74$43.50
The Hershey CompanyHSY$174.5KAddQ3 2024 13F$175k$194.40$170.42
Philip Morris International IncPM$146.5KAddQ3 2024 13F$147k$116.19$192.12
Donald Yacktman (Yacktman Asset Management) add Unmapped 13F securityPORTFOLIO$774k475k sharesAddQ3 2024 13F$64k$1.63--
Amplify Energy Corp.AMPY$-58.8KTrimQ3 2024 13F$59k--$3.94
The Cato CorporationCATO$-58.0KTrimQ3 2024 13F$58k--$3.21
Northern Trust CorporationNTRS$57.5KAddQ3 2024 13F$57k$87.43$177.70
Altria Group IncMO$26.9KAddQ3 2024 13F$27k$51.04$74.20
Canadian Natural Resources Limited Common StockCNQ$-99.0MTrimQ2 2024 13F$99M--$44.02
Alphabet Inc.GOOG$648M3.5M sharesAddQ2 2024 13F$91M$170.10$341.91
Pioneer Natural Resources CompanyPXD$-80.7MExitQ2 2024 13F$81M$270.84$269.62
Olin CorporationOLN$-53.8MTrimQ2 2024 13F$54M--$21.86
U-Haul Holding CompanyUHALB$-50.7MTrimQ2 2024 13F$51M--$53.06
Reliance Steel & Aluminum CoRS$-50.3MTrimQ2 2024 13F$50M$301.24$406.64
The Walt Disney CompanyDIS$162M1.6M sharesTrimQ2 2024 13F$39M$107.65$96.22
Fox CorporationFOX$29.8MAddQ2 2024 13F$30M--$49.18
Cognizant Technology Solutions CorporationCTSH$-27.3MTrimQ2 2024 13F$27M$67.80$44.86
PepsiCo, Inc.PEP$-25.0MTrimQ2 2024 13F$25M$172.59$134.93
Micron Technology IncMU$-24.3MTrimQ2 2024 13F$24M$126.02$970.82
State Street Corporation (2)STT$-23.9MTrimQ2 2024 13F$24M$74.53$183.30
ConocoPhillips Common StockCOP$-23.6MTrimQ2 2024 13F$24M$121.45$114.49
Northrop Grumman CorporationNOC$-21.7MTrimQ2 2024 13F$22M$456.69$512.29
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