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

CompanyValueActionChangePriceLast Price
Goldman Sachs Group, Inc. (The) Common StockGS$-1.1MTrimQ4 2025 13F$1.1M$836.83$1,045.00
Wells Fargo & CoWFC$-1.0MTrimQ4 2025 13F$1.0M$88.54$83.82
Fair Isaac CorporationFICO$846.9KAddQ4 2025 13F$847k$1,748.43$1,207.34
The Bank of New York Mellon CorpBK$-551.4KTrimQ4 2025 13F$551k$115.95$140.01
Copart IncCPRT$540.1KAddQ4 2025 13F$540k$44.23$30.86
Moody's Corporation Common StockMCO$427.0KAddQ4 2025 13F$427k$487.90$490.51
Teledyne Technologies IncTDY$-334.0KTrimQ4 2025 13F$334k$511.27$612.52
Amplify Energy Corp.AMPY$-156.4KTrimQ4 2025 13F$156k--$4.68
VERISK ANALYTICS IncVRSK$148.4KAddQ4 2025 13F$148k$218.80$171.50
Verizon Communications IncVZ$-128.8KTrimQ4 2025 13F$129k$40.52$45.37
Donald Yacktman (Yacktman Asset Management) trim Unmapped 13F securityPORTFOLIO$278k265k sharesTrimQ4 2025 13F$126k$1.05--
The Cato CorporationCATO$-118.1KTrimQ4 2025 13F$118k--$3.21
Marsh & McLennan Companies IncMRSH$81.3KAddQ4 2025 13F$81k--$159.53
MSCI IncMSCI$68.9KAddQ4 2025 13F$69k--$602.94
Aon PLCAON$-47.8KTrimQ4 2025 13F$48k$341.14$357.46
NEWS CORPNWS$-40.0KTrimQ4 2025 13F$40k--$30.47
Altria Group IncMO$-35.3KTrimQ4 2025 13F$35k--$71.29
America's Car-Mart, Inc.CRMT$30.4KAddQ4 2025 13F$30k--$12.20
Mastercard Incorporated Common StockMA$24.2KAddQ4 2025 13F$24k$575.13$539.39
Northern Trust Corporation - Common StockNTRS$18.9KAddQ4 2025 13F$19k--$167.94
Philip Morris International IncPM$-11.3KTrimQ4 2025 13F$11k$154.21$176.06
Visa IncV$6.8KAddQ4 2025 13F$6.8k$337.67$362.13
Barrick Gold Corporation Common Stock (BC)GOLD$5.5KAddQ4 2025 13F$5.5k--$42.31
Alphabet Cl CGOOG$56.8MAddQ3 2025 13F$57M$210.20$356.18
Warner Bros. Discovery, Inc. - Series A Common StockWBD$55.9MAddQ3 2025 13F$56M$13.62$27.20
Cognizant Technology Solutions CorpCTSH$-44.8MTrimQ3 2025 13F$45M--$52.99
Kenvue Inc. Common StockKVUE$-42.5MTrimQ3 2025 13F$42M$18.04$17.55
Ingredion Incorporated Common StockINGR$-37.8MTrimQ3 2025 13F$38M$121.01$99.66
Reliance Steel & Aluminum CoRS$-37.7MTrimQ3 2025 13F$38M$280.58$378.39
Johnson & JohnsonJNJ$30.4MAddQ3 2025 13F$30M$179.10$263.04
U-Haul Holding CompanyUHALB$-30.2MTrimQ3 2025 13F$30M--$53.06
Canadian Natural Resources Limited Common StockCNQ$-26.5MTrimQ3 2025 13F$27M--$46.29
Elevance Health, Inc. Common StockELV$-24.7MTrimQ3 2025 13F$25M$313.68$418.15
Talen Energy CorporationTLN$24.2MAddQ3 2025 13F$24M--$405.89
The Procter & Gamble CoPG$-23.2MTrimQ3 2025 13F$23M$156.18$151.40
Oracle CorporationORCL$-23.1MExitQ3 2025 13F$23M$304.00$140.27
The Walt Disney CoDIS$-21.2MTrimQ3 2025 13F$21M$117.78$98.87
Unitedhealth Group IncUNH$20.0MAddQ3 2025 13F$20M$302.44$425.36
Olin CorporationOLN$17.7MAddQ3 2025 13F$18M--$26.02
Microsoft CorpMSFT$-17.3MTrimQ3 2025 13F$17M$510.13$390.49
Schwab (Charles) CorpSCHW$-16.1MTrimQ3 2025 13F$16M$94.92$88.08
Coca-Cola Company (The) Common StockKO$-15.1MTrimQ3 2025 13F$15M$68.83$84.14
Darling Ingredients Inc.DAR$-14.0MTrimQ3 2025 13F$14M--$58.74
EOG Resources IncEOG$-14.0MTrimQ3 2025 13F$14M--$140.15
GrafTech International Ltd.EAF$13.7MOtherQ3 2025 13F$14M--$9.62
News CorpNWSA$-13.4MTrimQ3 2025 13F$13M--$26.61
PepsiCo IncPEP$11.1MAddQ3 2025 13F$11M$142.80$140.68
Fox CorpFOX$10.7MAddQ3 2025 13F$11M--$58.62
GRAFTECH INTERNATIONAL LTDEAFEUR$-10.5MExitQ3 2025 13F$11M----
Northrop Grumman CorpNOC$9.5MAddQ3 2025 13F$9.5M$567.03$503.01
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