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Donald Yacktman (Yacktman Asset Management) disclosed increased in EOG Resources, Inc.
Donald Yacktman (Yacktman Asset Management) filed a 13F change in EOG Resources, Inc. (26875P101) on 2026-05-01, covering period end 2026-03-31.
Action
Increased
Capital
$176,641,843 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
77 changes from Donald Yacktman (Yacktman Asset Management), filed 2026-05-01 for period end 2026-03-31.
$7.5B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
136385101 Canadian Natural Resources Limited | Increased | $170.5M | $806.1M | 2.27% |
70450Y103 PayPal Holdings, Inc. | New | $103.6M | $103.6M | 1.38% |
594918104 Microsoft Corporation | Reduced | -$98.6M | $367.5M | 1.31% |
35137L204 Fox Corporation Class A | Reduced | -$66.1M | $295.6M | 0.88% |
20825C104 ConocoPhillips | Increased | $63.7M | $208.8M | 0.85% |
192446102 Cognizant Technology Solutions Corporation Class A | Reduced | -$63.1M | $184.5M | 0.84% |
26875P101 EOG Resources, Inc. | Increased | $52.0M | $176.6M | 0.69% |
934423104 Warner Bros. Discovery, Inc. | Sold out | -$51.4M | $0 | 0.69% |
303075105 FactSet Research Systems Inc. | New | $49.0M | $49.0M | 0.65% |
25278X109 Diamondback Energy, Inc. | Increased | $48.8M | $198.6M | 0.65% |
478160104 Johnson & Johnson | Increased | $46.2M | $305.4M | 0.62% |
680665205 Olin Corporation | Increased | $40.0M | $121.7M | 0.53% |
05352A100 Avantor, Inc. | New | $37.2M | $37.2M | 0.50% |
237266101 Darling Ingredients Inc | Increased | $36.8M | $86.8M | 0.49% |
02079K107 Alphabet Inc. Class A | Reduced | -$31.4M | $323.2M | 0.42% |
808513105 Charles Schwab Corp | Reduced | -$26.3M | $367.0M | 0.35% |
539830109 Lockheed Martin Corporation | Increased | $25.4M | $129.1M | 0.34% |
07831C103 BellRing Brands, Inc. | New | $24.1M | $24.1M | 0.32% |
713448108 PepsiCo, Inc. | Increased | $23.8M | $314.9M | 0.32% |
666807102 Northrop Grumman Corp. | Increased | $21.9M | $132.5M | 0.29% |
254687106 Walt Disney Company | Reduced | -$21.9M | $129.9M | 0.29% |
502431109 L3Harris Technologies Inc | Increased | $20.9M | $140.8M | 0.28% |
87422Q109 Talen Energy Corp | Reduced | -$20.1M | $114.9M | 0.27% |
04247X102 Armstrong World Industries, Inc. | Reduced | -$19.5M | $122.3M | 0.26% |
78462F103 State Street SPDR S&P 500 ETF | Reduced | -$19.4M | $2.5M | 0.26% |
35137L105 Fox Corporation Class A | Reduced | -$18.4M | $69.4M | 0.25% |
36752103 Elevance Health, Inc. | Reduced | -$17.4M | $97.9M | 0.23% |
902494103 Tyson Foods, Inc. Class A | Increased | $15.2M | $161.1M | 0.20% |
191216100 Coca-Cola Company | Increased | $12.2M | $159.6M | 0.16% |
52472M101 Legacy Housing Corporation | Increased | $11.0M | $14.4M | 0.15% |
759509102 Reliance, Inc. | Increased | $10.9M | $210.7M | 0.14% |
17275R102 Cisco Systems, Inc. | Reduced | -$9.9M | $16.3M | 0.13% |
91324P102 UnitedHealth Group Incorporated | Reduced | -$9.7M | $45.6M | 0.13% |
464286772 iShares Trust | Increased | $9.3M | $120.6M | 0.12% |
384313607 GrafTech International Ltd. | Reduced | -$8.2M | $7.2M | 0.11% |
25179M103 Devon Energy Corporation | Increased | $7.3M | $23.1M | 0.10% |
65249B109 News Corporation Class A | Reduced | -$7.2M | $184.2M | 0.10% |
84670702 Berkshire Hathaway Inc. Class B | Reduced | -$6.4M | $150.9M | 0.09% |
278642103 eBay Inc. | Increased | $5.7M | $139.2M | 0.08% |
29082K105 Embecta Corporation | Increased | $5.6M | $32.5M | 0.07% |
457187102 Ingredion Incorporated | Increased | $5.3M | $162.3M | 0.07% |
194162103 Colgate-Palmolive Company | Increased | $5.1M | $67.3M | 0.07% |
78468R663 State Street SPDR Bloomberg 1-3 Month T-Bill ETF | Increased | $4.1M | $19.4M | 0.05% |
742718109 Procter & Gamble Company | Increased | $4.0M | $278.9M | 0.05% |
461202103 Intuit Inc. | New | $3.2M | $3.2M | 0.04% |
857477103 State Street Corporation | Reduced | -$2.8M | $115.1M | 0.04% |
871829107 Sysco Corporation | Reduced | -$2.1M | $88.1M | 0.03% |
303250104 Fair Isaac Corporation | Increased | $1.9M | $6.6M | 0.03% |
949746101 Wells Fargo & Company | Reduced | -$1.5M | $8.0M | 0.02% |
03062T105 America's Car-Mart, Inc. | Reduced | -$1.4M | $2.5M | 0.02% |
904767803 Unilever PLC | Reduced | -$1.4M | $11.4M | 0.02% |
49177J102 Kenvue, Inc. | Increased | $1.2M | $136.8M | 0.02% |
20030N101 Comcast Corporation Class A | Reduced | -$1.2M | $33.5M | 0.02% |
23586100 U-Haul Holding Company | Reduced | -$951,852 | $15.5M | 0.01% |
615369105 Moody's Corporation | Reduced | -$935,630 | $5.4M | 0.01% |
57636Q104 Mastercard Incorporated Class A | Reduced | -$831,138 | $5.8M | 0.01% |
92345Y106 Verisk Analytics, Inc. | Reduced | -$654,691 | $2.8M | 0.01% |
92343V104 Verizon Communications Inc. | Reduced | -$625,200 | $1.0M | 0.01% |
879360105 Teledyne Technologies Incorporated | Increased | $439,992 | $1.5M | 0.01% |
G0403H108 Aon Plc Class A | Reduced | -$388,741 | $4.2M | 0.01% |
55354G100 MSCI Inc. Class A | Reduced | -$378,448 | $5.9M | 0.01% |
23586506 U-Haul Holding Company | Reduced | -$323,850 | $270.2M | 0.00% |
217204106 Copart, Inc. | Reduced | -$261,522 | $3.7M | 0.00% |
03212B103 Amplify Energy Corp. | Increased | $259,300 | $1.3M | 0.00% |
571748102 Marsh & McLennan Companies, Inc. | Reduced | -$215,365 | $3.4M | 0.00% |
189054109 Clorox Company | Increased | $134,666 | $5.0M | 0.00% |
38141G104 Goldman Sachs Group, Inc. | Reduced | -$71,496 | $4.3M | 0.00% |
574599106 Masco Corporation | Reduced | -$66,305 | $14.8M | 0.00% |
00181T107 Gold.com, Inc. | Reduced | -$37,950 | $200,400 | 0.00% |
92826C839 Visa Inc. Class A | Reduced | -$35,480 | $221,240 | 0.00% |
718172109 Philip Morris International Inc. | Reduced | -$35,014 | $975,506 | 0.00% |
02209S103 Altria Group, Inc. | Increased | $34,986 | $277,158 | 0.00% |
665859104 Northern Trust Corporation | Increased | $28,310 | $1.3M | 0.00% |
149205106 Cato Corporation Class A | Reduced | -$27,416 | $298,409 | 0.00% |
64058100 Bank of New York Mellon Corp | Reduced | -$24,578 | $42.4M | 0.00% |
755408101 Reading International, Inc. Class A | Increased | $21,200 | $299,450 | 0.00% |
65249B208 News Corporation Class A | Reduced | -$9,117 | $232,071 | 0.00% |