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 Trades

CompanyValueActionChangePriceLast Price
Donald Yacktman (Yacktman Asset Management) trim Unmapped 13F securityPORTFOLIO$11M200.1k sharesTrimQ1 2026 13F$1M$56.97--
Kenvue Inc.KVUE$137M7.9M sharesAddQ1 2026 13F$1M$17.81$19.07
Comcast CorporationCMCSA$34M1.2M sharesTrimQ1 2026 13F$1M$29.89$23.88
AmercoUHAL$16M325.4k sharesTrimQ1 2026 13F$952k$45.87$71.30
Moody's CorporationMCO$5M12.4k sharesTrimQ1 2026 13F$936k$473.05$519.02
Mastercard IncMA$6M11.7k sharesTrimQ1 2026 13F$831k$526.66$551.54
VERISK ANALYTICS IncVRSK$3M14.8k sharesTrimQ1 2026 13F$655k$202.96$201.49
Verizon Communications IncVZ$1M20k sharesTrimQ1 2026 13F$625k$46.35$43.50
Teledyne Technologies IncTDY$2M2.5k sharesAddQ1 2026 13F$440k$624.10$656.77
Aon plcAON$4M12.9k sharesTrimQ1 2026 13F$389k$332.33$352.33
MSCI IncMSCI$6M10.9k sharesTrimQ1 2026 13F$378k$547.06$628.91
U-Haul Holding CompanyUHALB$270M6M sharesTrimQ1 2026 13F$324k$44.67$53.06
Copart, Inc.CPRT$4M110.2k sharesTrimQ1 2026 13F$262k$37.57$28.29
Amplify Energy Corp.AMPY$1M210k sharesAddQ1 2026 13F$259k$6.24$3.94
Marsh & McLennan Companies IncMRSH$3M19.4k sharesTrimQ1 2026 13F$215k$179.79$182.18
The Clorox CompanyCLX$5M48.1k sharesAddQ1 2026 13F$135k$113.37$93.80
The Goldman Sachs Group IncGS$4M5.1k sharesTrimQ1 2026 13F$71k$892.11$1,072.80
Masco CorporationMAS$15M244.7k sharesTrimQ1 2026 13F$66k$67.62$77.34
Barrick Gold Corporation Common Stock (BC)GOLD$200k5k sharesTrimQ1 2026 13F$38k$40.08$38.46
Visa IncV$221k732 sharesTrimQ1 2026 13F$35k$321.55$365.14
Philip Morris International IncPM$976k5.9k sharesTrimQ1 2026 13F$35k$173.77$192.12
Altria Group IncMO$277k4.2k sharesAddQ1 2026 13F$35k$66.82$74.20
Northern Trust CorporationNTRS$1M9.5k sharesAddQ1 2026 13F$28k$143.87$177.70
The Cato CorporationCATO$298k105.4k sharesTrimQ1 2026 13F$27k$2.83$3.21
The Bank of New York Mellon CorpBK$42M357.7k sharesTrimQ1 2026 13F$25k$118.92$141.91
Donald Yacktman (Yacktman Asset Management) add Unmapped 13F securityPORTFOLIO$299k265k sharesAddQ1 2026 13F$21k$1.13--
News CorporationNWS$232k8.1k sharesTrimQ1 2026 13F$9.1k$28.20$32.54
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