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.
Performance
Estimated 1Y return chains four quarterly returns using each quarter's disclosed 13F holdings and available quarter-end prices from Mar 30, 2025, 8:00 PM EDT through Mar 30, 2026, 8:00 PM EDT. Unpriced positions are excluded, price coverage is shown, and a missing 13F period is treated as an empty disclosed portfolio. Adjusted prices are used when available. It is not an official fund return.