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
Microsoft CorpMSFT$98.0MAddQ2 2025 13F$98M$433.34$390.49
Schwab (Charles) CorpSCHW$47.9MAddQ2 2025 13F$48M$83.65$88.08
Berkshire Hathaway Inc.BRK-B$-41.9MTrimQ2 2025 13F$42M$508.26$507.78
Unitedhealth Group IncUNH$40.2MOtherQ2 2025 13F$40M$384.44$425.36
Talen Energy CorporationTLN$40.2MAddQ2 2025 13F$40M--$405.89
The Procter & Gamble CoPG$-39.3MTrimQ2 2025 13F$39M$163.33$151.40
PepsiCo IncPEP$-38.6MTrimQ2 2025 13F$39M$134.95$140.68
ConocoPhillips Common StockCOP$-31.2MTrimQ2 2025 13F$31M$88.42$118.89
The Walt Disney CoDIS$30.8MAddQ2 2025 13F$31M$103.82$98.87
U-Haul Holding CompanyUHALB$-29.3MTrimQ2 2025 13F$29M--$53.06
Kenvue Inc. Common StockKVUE$-27.0MTrimQ2 2025 13F$27M--$17.55
Fox CorpFOX$-24.7MTrimQ2 2025 13F$25M--$58.62
Diamondback Energy, Inc.FANG$-23.8MTrimQ2 2025 13F$24M--$172.04
Donald Yacktman (Yacktman Asset Management) trim Unmapped 13F securityPORTFOLIO$146M2.6M sharesTrimQ2 2025 13F$22M$55.94--
EOG Resources IncEOG$-19.3MTrimQ2 2025 13F$19M$107.64$140.15
Johnson & JohnsonJNJ$-19.3MTrimQ2 2025 13F$19M--$263.04
State Street Corporation (1)STT$17.7MAddQ2 2025 13F$18M$92.44$168.87
Armstrong World Industries CoAWI$17.3MAddQ2 2025 13F$17M--$159.76
Elevance Health, Inc. Common StockELV$-16.2MTrimQ2 2025 13F$16M--$418.15
Olin CorporationOLN$-15.9MTrimQ2 2025 13F$16M--$26.02
L3Harris Technologies IncLHX$15.1MAddQ2 2025 13F$15M$218.37$302.10
Reliance Steel & Aluminum CoRS$14.5MAddQ2 2025 13F$15M--$378.39
Darling Ingredients Inc.DAR$10.5MAddQ2 2025 13F$10M--$58.74
News CorpNWSA$9.2MAddQ2 2025 13F$9.2M--$26.61
Northrop Grumman CorpNOC$-8.8MTrimQ2 2025 13F$8.8M$491.89$503.01
Alphabet Cl CGOOG$7.8MAddQ2 2025 13F$7.8M$165.11$356.18
Oracle CorporationORCL$7.6MAddQ2 2025 13F$7.6M$137.81$140.27
Fox CorpFOXA$-7.2MTrimQ2 2025 13F$7.2M--$65.48
Embecta Corp.EMBC$-7.1MTrimQ2 2025 13F$7.1M--$3.29
eBay Inc.EBAY$5.6MAddQ2 2025 13F$5.6M--$108.24
Warner Bros. Discovery, Inc. - Series A Common StockWBD$5.3MAddQ2 2025 13F$5.3M$9.35$27.20
Lockheed Martin CorpLMT$-4.8MTrimQ2 2025 13F$4.8M--$520.07
Devon Energy CorpDVN$-3.7MTrimQ2 2025 13F$3.7M--$42.74
Coca-Cola Company (The) Common StockKO$-3.6MTrimQ2 2025 13F$3.6M$71.24$84.14
Moody's Corporation Common StockMCO$2.7MAddQ2 2025 13F$2.7M$463.23$490.51
MSCI IncMSCI$2.3MAddQ2 2025 13F$2.3M--$602.94
Colgate-Palmolive CoCL$-2.2MTrimQ2 2025 13F$2.2M$88.60$86.07
Ingredion Incorporated Common StockINGR$-2.0MTrimQ2 2025 13F$2.0M--$99.66
Masco CorporationMAS$-1.9MTrimQ2 2025 13F$1.9M--$69.82
The Hershey CoHSY$1.8MAddQ2 2025 13F$1.8M--$175.90
AmercoUHAL$-1.8MTrimQ2 2025 13F$1.8M--$57.27
Berkshire Hathaway Inc.BRK-A$-1.7MTrimQ2 2025 13F$1.7M$762,376.24$760,590.00
Sysco CorporationSYY$-1.6MTrimQ2 2025 13F$1.6M--$76.48
Comcast CorpCMCSA$-1.5MTrimQ2 2025 13F$1.5M--$23.76
Goldman Sachs Group, Inc. (The) Common StockGS$1.3MAddQ2 2025 13F$1.3M$507.89$1,045.00
Cognizant Technology Solutions CorpCTSH$-1.3MTrimQ2 2025 13F$1.3M--$52.99
Booking Holdings IncBKNG$1.2MAddQ2 2025 13F$1.2M--$162.30
GRAFTECH INTERNATIONAL LTDEAFEUR$1.2MAddQ2 2025 13F$1.2M----
The Bank of New York Mellon CorpBK$989.9KAddQ2 2025 13F$990k--$140.01
Wells Fargo & CoWFC$717.0KAddQ2 2025 13F$717k$74.76$83.82
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