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
Berkshire Hathaway Inc.BRK-A$-9.5MExitQ3 2025 13F$9.5M$726,917.35$760,590.00
Colgate-Palmolive CoCL$-9.5MTrimQ3 2025 13F$9.5M$82.97$86.07
Armstrong World Industries CoAWI$8.9MAddQ3 2025 13F$8.9M--$159.76
eBay Inc.EBAY$-8.3MTrimQ3 2025 13F$8.3M$92.66$108.24
Embecta Corp.EMBC$7.9MAddQ3 2025 13F$7.9M--$3.29
Donald Yacktman (Yacktman Asset Management) trim Unmapped 13F securityPORTFOLIO$138M2.5M sharesTrimQ3 2025 13F$7.7M$54.30--
Comcast CorpCMCSA$-7.7MTrimQ3 2025 13F$7.7M$30.65$23.76
State Street Corporation (1)STT$-6.5MTrimQ3 2025 13F$6.5M$111.61$168.87
Booking Holdings IncBKNG$-6.5MExitQ3 2025 13F$6.5M$220.36$162.30
The Hershey CoHSY$-6.3MExitQ3 2025 13F$6.3M--$175.90
The Bank of New York Mellon CorpBK$-6.1MTrimQ3 2025 13F$6.1M$100.38$140.01
Lockheed Martin CorpLMT$5.2MAddQ3 2025 13F$5.2M$486.67$520.07
ConocoPhillips Common StockCOP$4.3MAddQ3 2025 13F$4.3M--$118.89
Fox CorpFOXA$4.2MAddQ3 2025 13F$4.2M--$65.48
Fair Isaac CorporationFICO$3.8MOtherQ3 2025 13F$3.8M--$1,207.34
Marsh & McLennan Companies IncMRSH$3.5MOtherQ3 2025 13F$3.5M--$159.53
Copart IncCPRT$3.4MOtherQ3 2025 13F$3.4M$44.60$30.86
VERISK ANALYTICS IncVRSK$3.3MOtherQ3 2025 13F$3.3M$242.30$171.50
Sysco CorporationSYY$3.3MAddQ3 2025 13F$3.3M--$76.48
America's Car-Mart, Inc.CRMT$3.3MAddQ3 2025 13F$3.3M--$12.20
L3Harris Technologies IncLHX$-3.1MTrimQ3 2025 13F$3.1M$284.46$302.10
Berkshire Hathaway Inc.BRK-B$2.3MAddQ3 2025 13F$2.3M$484.36$507.78
Devon Energy CorpDVN$-2.2MTrimQ3 2025 13F$2.2M--$42.74
Cisco Systems IncCSCO$-2.1MTrimQ3 2025 13F$2.1M--$121.83
The Clorox CoCLX$1.8MAddQ3 2025 13F$1.8M$122.99$97.11
Exxon Mobil CorpXOM$-1.8MExitQ3 2025 13F$1.8M$111.37$137.02
Wells Fargo & CoWFC$-1.6MTrimQ3 2025 13F$1.6M$83.62$83.82
AmercoUHAL$-1.3MTrimQ3 2025 13F$1.3M--$57.27
Masco CorporationMAS$1.2MAddQ3 2025 13F$1.2M$70.04$69.82
Diamondback Energy, Inc.FANG$815.6KAddQ3 2025 13F$816k--$172.04
SPDR S&P 500 ETF TrustSPY$811.5KAddQ3 2025 13F$811k$660.00$744.78
Unilever PLCUL$-676.1KTrimQ3 2025 13F$676k$69.16$56.09
Goldman Sachs Group, Inc. (The) Common StockGS$-662.6KTrimQ3 2025 13F$663k$719.18$1,045.00
Verizon Communications IncVZ$-448.8KTrimQ3 2025 13F$449k$44.28$45.37
Amplify Energy Corp.AMPY$439.5KAddQ3 2025 13F$440k--$4.68
Teledyne Technologies IncTDY$-386.6KTrimQ3 2025 13F$387k--$612.52
Moody's Corporation Common StockMCO$-312.0KTrimQ3 2025 13F$312k$504.09$490.51
Legacy Housing CorporationLEGH$291.0KAddQ3 2025 13F$291k--$23.97
Barrick Gold Corporation Common Stock (BC)GOLD$232.8KOtherQ3 2025 13F$233k--$42.31
Philip Morris International IncPM$-198.4KTrimQ3 2025 13F$198k$162.99$176.06
The Cato CorporationCATO$147.6KAddQ3 2025 13F$148k--$3.21
Donald Yacktman (Yacktman Asset Management) trim Unmapped 13F securityPORTFOLIO$404k275k sharesTrimQ3 2025 13F$112k$1.47--
MSCI IncMSCI$-101.7KTrimQ3 2025 13F$102k$555.15$602.94
Mastercard Incorporated Common StockMA$80.2KAddQ3 2025 13F$80k--$539.39
Northern Trust Corporation - Common StockNTRS$74.2KAddQ3 2025 13F$74k$130.52$167.94
Visa IncV$-10.0KTrimQ3 2025 13F$10k$346.34$362.13
Altria Group IncMO$-9.8KTrimQ3 2025 13F$9.8k--$71.29
Aon PLCAON$-2.3KTrimQ3 2025 13F$2.3k$362.58$357.46
NEWS CORPNWS$2.0KAddQ3 2025 13F$2.0k--$30.47
Canadian Natural Resources Limited Common StockCNQ$-145.0MTrimQ2 2025 13F$145M--$46.29
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