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
L3Harris Technologies IncLHX$-11.2MTrimQ1 2025 13F$11M$200.00$302.10
Reliance Steel & Aluminum CoRS$-10.4MTrimQ1 2025 13F$10M--$378.39
Armstrong World Industries CoAWI$-10.0MTrimQ1 2025 13F$10.0M--$159.76
ConocoPhillips Common StockCOP$-9.7MTrimQ1 2025 13F$9.7M--$118.89
GRAFTECH INTERNATIONAL LTDEAFEUR$-9.1MTrimQ1 2025 13F$9.1M----
Schwab (Charles) CorpSCHW$7.9MAddQ1 2025 13F$7.9M$78.48$88.08
eBay Inc.EBAY$-7.6MTrimQ1 2025 13F$7.6M$64.41$108.24
Booking Holdings IncBKNG$-5.5MTrimQ1 2025 13F$5.5M--$162.30
AmercoUHAL$-3.8MTrimQ1 2025 13F$3.8M--$57.27
Devon Energy CorpDVN$3.4MAddQ1 2025 13F$3.4M--$42.74
Masco CorporationMAS$-3.0MTrimQ1 2025 13F$3.0M--$69.82
Darling Ingredients Inc.DAR$-2.9MTrimQ1 2025 13F$2.9M--$58.74
PepsiCo IncPEP$-2.9MTrimQ1 2025 13F$2.9M$148.84$140.68
Sysco CorporationSYY$-2.4MTrimQ1 2025 13F$2.4M--$76.48
Colgate-Palmolive CoCL$2.2MAddQ1 2025 13F$2.2M--$86.07
Berkshire Hathaway Inc.BRK-A$1.6MAddQ1 2025 13F$1.6M$729,330.71$760,590.00
Warner Bros. Discovery, Inc. - Series A Common StockWBD$1.2MAddQ1 2025 13F$1.2M$10.46$27.20
The Procter & Gamble CoPG$-1.1MTrimQ1 2025 13F$1.1M$167.49$151.40
Comcast CorpCMCSA$-933.5KTrimQ1 2025 13F$934k$33.92$23.76
The Hershey CoHSY$809.9KAddQ1 2025 13F$810k--$175.90
Talen Energy CorporationTLN$-800.8KTrimQ1 2025 13F$801k--$405.89
Amplify Energy Corp.AMPY$-519.4KTrimQ1 2025 13F$519k--$4.68
Unilever PLCUL$-508.3KTrimQ1 2025 13F$508k--$56.09
Aon PLCAON$466.0KAddQ1 2025 13F$466k--$357.46
Philip Morris International IncPM$280.2KAddQ1 2025 13F$280k$151.74$176.06
Verizon Communications IncVZ$279.2KAddQ1 2025 13F$279k--$45.37
MSCI IncMSCI$-245.4KTrimQ1 2025 13F$245k--$602.94
Mastercard Incorporated Common StockMA$239.9KAddQ1 2025 13F$240k$537.65$539.39
The Clorox CoCLX$-239.7KTrimQ1 2025 13F$240k--$97.11
America's Car-Mart, Inc.CRMT$-229.9KTrimQ1 2025 13F$230k--$12.20
Legacy Housing CorporationLEGH$-194.6KTrimQ1 2025 13F$195k--$23.97
Exxon Mobil CorpXOM$186.3KAddQ1 2025 13F$186k--$137.02
Teledyne Technologies IncTDY$151.1KAddQ1 2025 13F$151k--$612.52
Barrick Gold Corporation Common Stock (BC)GOLD$-86.8KTrimQ1 2025 13F$87k--$42.31
The Cato CorporationCATO$-60.1KTrimQ1 2025 13F$60k--$3.21
Moody's Corporation Common StockMCO$-58.9KTrimQ1 2025 13F$59k$481.85$490.51
Altria Group IncMO$37.9KAddQ1 2025 13F$38k$57.95$71.29
Northern Trust Corporation - Common StockNTRS$-36.6KTrimQ1 2025 13F$37k--$167.94
Donald Yacktman (Yacktman Asset Management) add Unmapped 13F securityPORTFOLIO$535k385k sharesAddQ1 2025 13F$27k$1.39--
Visa IncV$25.2KAddQ1 2025 13F$25k--$362.13
NEWS CORPNWS$-7.9KTrimQ1 2025 13F$7.9k--$30.47
Booking Holdings IncBKNG$-136.6MTrimQ4 2024 13F$137M--$162.30
The Bank of New York Mellon CorpBK$-104.2MTrimQ4 2024 13F$104M$76.37$140.01
Oracle CorporationORCL$-81.5MTrimQ4 2024 13F$81M--$140.27
Devon Energy CorpDVN$-72.6MTrimQ4 2024 13F$73M--$42.74
Canadian Natural Resources Limited Common StockCNQ$-70.1MTrimQ4 2024 13F$70M--$46.29
News CorpNWSA$-68.4MTrimQ4 2024 13F$68M--$26.61
Lockheed Martin CorpLMT$-66.1MTrimQ4 2024 13F$66M--$520.07
Northrop Grumman CorpNOC$-61.7MTrimQ4 2024 13F$62M$502.99$503.01
U-Haul Holding CompanyUHALB$-58.5MTrimQ4 2024 13F$58M--$53.06
Showing 251-300 of 510