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.

Biggest Wins

PositionReported PriceLast PriceEst. P/LReturnEst. Value
Unitedhealth Group IncUNH · Q1 2026$270.59$418.52+$25M+54.7%$71M
AmercoUHAL · Q1 2026$47.78$71.30+$8M+49.2%$23M
State Street Corporation (2)STT · Q1 2026$126.56$183.65+$52M+45.1%$167M
Avantor IncAVTR · Q1 2026$7.84$11.26+$16M+43.6%$53M
Cisco Systems IncCSCO · Q1 2026$77.59$111.10+$7M+43.2%$23M
iShares MSCI South Korea ETFEWY · Q1 2026$123.01$171.64+$48M+39.5%$168M
Northern Trust CorporationNTRS · Q1 2026$139.57$191.13+$490k+36.9%$2M
Legacy Housing CorporationLEGH · Q1 2026$20.43$27.27+$5M+33.5%$19M
Masco CorporationMAS · Q1 2026$60.37$80.14+$5M+32.7%$20M
Elevance Health, Inc. Common StockELV · Q1 2026$292.75$384.48+$31M+31.3%$129M
Alphabet Inc.GOOG · Q1 2026$286.86$370.21+$94M+29.1%$417M
Reliance Steel & Aluminum CoRS · Q1 2026$303.92$391.91+$61M+29%$272M
The Goldman Sachs Group IncGS · Q1 2026$845.99$1,072.80+$1M+26.8%$5M
PayPal Holdings, Inc.PYPL · Q1 2026$45.23$56.80+$26M+25.6%$130M
eBay Inc.EBAY · Q1 2026$91.02$114.19+$35M+25.5%$175M
Talen Energy CorporationTLN · Q1 2026$319.23$396.95+$28M+24.3%$143M
Visa IncV · Q1 2026$302.24$365.14+$46k+20.8%$267k
The Bank of New York Mellon CorpBK · Q1 2026$118.63$141.91+$8M+19.6%$51M
FactSet Research Systems IncFDS · Q1 2026$216.99$258.17+$9M+19%$58M
Moody's CorporationMCO · Q1 2026$436.25$519.02+$1M+19%$6M
U-Haul Holding CompanyUHALB · Q1 2026$44.67$53.06+$51M+18.8%$321M
MSCI IncMSCI · Q1 2026$539.01$628.91+$980k+16.7%$7M
Fair Isaac CorporationFICO · Q1 2026$1,067.54$1,241.22+$1M+16.3%$8M
Philip Morris International IncPM · Q1 2026$165.34$192.12+$158k+16.2%$1M
SPDR S&P 500 ETF TrustSPY · Q1 2026$650.34$754.81+$394k+16.1%$3M
News CorporationNWS · Q1 2026$28.51$32.54+$33k+14.1%$265k
Sysco CorporationSYY · Q1 2026$71.33$81.06+$12M+13.6%$100M
The Cato CorporationCATO · Q1 2026$2.83$3.21+$40k+13.4%$338k
Altria Group IncMO · Q1 2026$65.99$74.20+$34k+12.4%$312k
News CorpNWSA · Q1 2026$24.93$27.98+$23M+12.2%$207M
Kenvue Inc.KVUE · Q1 2026$17.24$19.07+$14M+10.6%$151M
Mastercard IncMA · Q1 2026$499.66$551.54+$605k+10.4%$6M
Aon plcAON · Q1 2026$322.78$355.15+$418k+10%$5M
GrafTech International Ltd.EAF · Q1 2026$6.78$7.39+$651k+9%$8M
Schwab (Charles) CorpSCHW · Q1 2026$93.98$101.95+$31M+8.48%$398M
Wells Fargo & CoWFC · Q1 2026$79.61$86.35+$676k+8.46%$9M
Coca-Cola Company (The) Common StockKO · Q1 2026$76.05$82.45+$13M+8.42%$173M
Colgate-Palmolive CompanyCL · Q1 2026$85.23$91.60+$5M+7.47%$72M
Microsoft CorpMSFT · Q1 2026$370.17$395.63+$25M+6.88%$393M
VERISK ANALYTICS IncVRSK · Q1 2026$189.75$201.49+$173k+6.19%$3M
Marsh & McLennan Companies IncMRSH · Q1 2026$173.45$182.18+$169k+5.03%$4M
Teledyne Technologies IncTDY · Q1 2026$605.01$624.15+$48k+3.16%$2M
Berkshire Hathaway Inc.BRK-B · Q1 2026$479.20$493.12+$4M+2.9%$155M
The Procter & Gamble CoPG · Q1 2026$144.44$148.01+$7M+2.47%$286M
Johnson & JohnsonJNJ · Q1 2026$244.44$247.02+$3M+1.06%$309M