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.

Latest Holdings

HoldingReported ValueWeightSharesLast PriceEst. ValueReturn
Wells Fargo & CoWFC · Q1 2026$8M0.1%100.4k$86.35$9M+8.46%
GrafTech International Ltd.EAF · Q1 2026$7M0.1%1.1M$7.39$8M+9%
Fair Isaac CorporationFICO · Q1 2026$7M0.1%6.2k$1,241.22$8M+16.3%
MSCI IncMSCI · Q1 2026$6M0.1%10.9k$628.91$7M+16.7%
Mastercard IncMA · Q1 2026$6M0.1%11.7k$551.54$6M+10.4%
Moody's CorporationMCO · Q1 2026$5M0.1%12.4k$519.02$6M+19%
The Clorox CompanyCLX · Q1 2026$5M0.1%48.1k$93.80$5M-9.49%
The Goldman Sachs Group IncGS · Q1 2026$4M0.1%5.1k$1,072.80$5M+26.8%
Aon plcAON · Q1 2026$4M0.1%12.9k$352.33$5M+9.15%
Copart, Inc.CPRT · Q1 2026$4M0%110.2k$28.29$3M-14.8%
Marsh & McLennan Companies IncMRSH · Q1 2026$3M0%19.4k$182.18$4M+5.03%
Intuit IncINTU · Q1 2026$3M0%7.4k$289.92$2M-32.9%
VERISK ANALYTICS IncVRSK · Q1 2026$3M0%14.8k$201.49$3M+6.19%
America's Car-Mart, Inc.CRMT · Q1 2026$2M0%195k$3.81$743k-70.1%
SPDR S&P 500 ETF TrustSPY · Q1 2026$2M0%3.8k$747.41$3M+14.9%
Teledyne Technologies IncTDY · Q1 2026$2M0%2.5k$656.77$2M+8.56%
Northern Trust CorporationNTRS · Q1 2026$1M0%9.5k$177.70$2M+27.3%
Amplify Energy Corp.AMPY · Q1 2026$1M0%210k$3.94$827k-36.9%
Verizon Communications IncVZ · Q1 2026$1M0%20k$43.50$870k-13.3%
Philip Morris International IncPM · Q1 2026$976k0%5.9k$192.12$1M+16.2%
755408101755408101 · Q1 2026$299k0%265k------
The Cato CorporationCATO · Q1 2026$298k0%105.4k$3.21$338k+13.4%
Altria Group IncMO · Q1 2026$277k0%4.2k$74.20$312k+12.4%
News CorporationNWS · Q1 2026$232k0%8.1k$32.54$265k+14.1%
Visa IncV · Q1 2026$221k0%732$365.14$267k+20.8%
Barrick Gold Corporation Common Stock (BC)GOLD · Q1 2026$200k0%5k$38.46$192k-4.04%
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