Donald Yacktman

Yacktman Asset Management

Donald Yacktman (Yacktman Asset Management) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Donald Yacktman (Yacktman Asset Management) portfolio page tracks Yacktman Asset Management holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Yacktman Asset Management owns and how disclosed positions change over time. Donald Yacktman (Yacktman Asset Management)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Canadian Natural Resources Limited Common Stock (CNQ), Paypal Holdings (PYPL), Microsoft Corp (MSFT), Fox Corp (FOX), and ConocoPhillips Common Stock (COP). Investors use Yacktman Asset Management 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

History Trades

CompanyValueActionChangePriceCurrent Price
iShares MSCI South Korea ETFEWY$111.3MOtherQ4 2025 13F$111M$91.40$198.29
Warner Bros. Discovery, Inc. - Series A Common StockWBD$-91.9MTrimQ4 2025 13F$92M$23.37$27.20
Alphabet Cl CGOOG$70.5MAddQ4 2025 13F$70M$286.47$334.69
Microsoft CorpMSFT$-66.3MTrimQ4 2025 13F$66M$501.12$372.97
News CorpNWSA$-36.5MTrimQ4 2025 13F$36M--$26.61
Canadian Natural Resources Limited Common StockCNQ$-32.7MTrimQ4 2025 13F$33M--$46.29
Fox CorpFOX$29.4MAddQ4 2025 13F$29M--$58.62
Cognizant Technology Solutions CorpCTSH$26.3MAddQ4 2025 13F$26M--$52.99
U-Haul Holding CompanyUHALB$-24.8MTrimQ4 2025 13F$25M--$53.06
The Procter & Gamble CoPG$-23.4MTrimQ4 2025 13F$23M$147.45$149.05
Johnson & JohnsonJNJ$20.6MAddQ4 2025 13F$21M$196.05$232.16
Ingredion Incorporated Common StockINGR$-19.1MTrimQ4 2025 13F$19M--$99.66
SPDR S&P 500 ETF TrustSPY$18.9MAddQ4 2025 13F$19M$662.63$728.99
Talen Energy CorporationTLN$-18.2MTrimQ4 2025 13F$18M--$405.89
Olin CorporationOLN$-17.6MTrimQ4 2025 13F$18M--$26.02
State Street SPDR Bloomberg 1-3 Month T-Bill ETFBIL$15.3MOtherQ4 2025 13F$15M--$91.62
Unilever PLCUL$-14.0MExitQ4 2025 13F$14M--$56.09
Sysco CorporationSYY$-13.0MTrimQ4 2025 13F$13M--$76.48
Donald Yacktman (Yacktman Asset Management) other Unmapped 13F securityPORTFOLIO$13M195.8k sharesOtherQ4 2025 13F$13M$65.40--
EOG Resources IncEOG$-12.0MTrimQ4 2025 13F$12M$109.24$140.15
eBay Inc.EBAY$-10.0MTrimQ4 2025 13F$10.0M--$108.24
Northrop Grumman CorpNOC$-10.0MTrimQ4 2025 13F$10.0M$580.37$503.01
Fox CorpFOXA$-8.0MTrimQ4 2025 13F$8.0M--$65.48
Donald Yacktman (Yacktman Asset Management) add Unmapped 13F securityPORTFOLIO$146M2.5M sharesAddQ4 2025 13F$7.5M$58.62--
L3Harris Technologies IncLHX$-7.4MTrimQ4 2025 13F$7.4M--$302.10
Elevance Health, Inc. Common StockELV$7.2MAddQ4 2025 13F$7.2M$348.38$418.15
Schwab (Charles) CorpSCHW$-7.2MTrimQ4 2025 13F$7.2M$94.87$88.08
Armstrong World Industries CoAWI$-7.1MTrimQ4 2025 13F$7.1M--$159.76
Kenvue Inc. Common StockKVUE$6.7MAddQ4 2025 13F$6.7M$16.67$17.55
Coca-Cola Company (The) Common StockKO$5.7MAddQ4 2025 13F$5.7M$69.71$82.63
ConocoPhillips Common StockCOP$-5.1MTrimQ4 2025 13F$5.1M$90.03$118.89
Unitedhealth Group IncUNH$-5.0MTrimQ4 2025 13F$5.0M$338.89$427.89
Diamondback Energy, Inc.FANG$4.7MAddQ4 2025 13F$4.7M$148.46$179.91
Lockheed Martin CorpLMT$-4.5MTrimQ4 2025 13F$4.5M$474.72$520.07
State Street Corporation (1)STT$-4.2MTrimQ4 2025 13F$4.2M$119.75$168.87
Darling Ingredients Inc.DAR$4.1MAddQ4 2025 13F$4.1M--$58.74
Embecta Corp.EMBC$-4.0MTrimQ4 2025 13F$4.0M--$3.29
The Walt Disney CoDIS$-3.7MTrimQ4 2025 13F$3.7M$110.13$98.87
Berkshire Hathaway Inc.BRK-B$-3.7MTrimQ4 2025 13F$3.7M$497.53$498.66
Masco CorporationMAS$-3.0MTrimQ4 2025 13F$3.0M--$69.82
Reliance Steel & Aluminum CoRS$2.6MAddQ4 2025 13F$2.6M--$378.39
Devon Energy CorpDVN$-2.4MTrimQ4 2025 13F$2.4M$37.57$42.74
The Clorox CoCLX$-2.4MTrimQ4 2025 13F$2.4M--$97.11
AmercoUHAL$-2.4MTrimQ4 2025 13F$2.4M--$57.27
Comcast CorpCMCSA$-2.0MTrimQ4 2025 13F$2.0M$26.93$23.76
PepsiCo IncPEP$1.8MAddQ4 2025 13F$1.8M$146.93$140.68
GrafTech International Ltd.EAF$1.8MAddQ4 2025 13F$1.8M--$9.62
Legacy Housing CorporationLEGH$1.8MAddQ4 2025 13F$1.8M--$23.97
Cisco Systems IncCSCO$1.6MAddQ4 2025 13F$1.6M$70.89$121.83
Colgate-Palmolive CoCL$-1.3MTrimQ4 2025 13F$1.3M$77.63$86.07
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