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
Olin CorporationOLN$-56.3MTrimQ4 2024 13F$56M--$26.02
Berkshire Hathaway Inc.BRK-B$-54.6MTrimQ4 2024 13F$55M$461.73$507.78
Elevance Health, Inc. Common StockELV$-52.3MTrimQ4 2024 13F$52M--$418.15
PepsiCo IncPEP$-48.7MTrimQ4 2024 13F$49M$163.84$140.68
Cognizant Technology Solutions CorpCTSH$-44.0MTrimQ4 2024 13F$44M--$52.99
Alphabet Cl CGOOG$-33.2MTrimQ4 2024 13F$33M$176.50$356.18
Wells Fargo & CoWFC$-29.3MTrimQ4 2024 13F$29M$69.92$83.82
Reliance Steel & Aluminum CoRS$-28.9MTrimQ4 2024 13F$29M--$378.39
Johnson & JohnsonJNJ$-28.5MTrimQ4 2024 13F$29M$160.09$263.04
L3Harris Technologies IncLHX$-26.0MTrimQ4 2024 13F$26M--$302.10
Ingredion Incorporated Common StockINGR$-25.9MTrimQ4 2024 13F$26M--$99.66
State Street Corporation (1)STT$-24.3MTrimQ4 2024 13F$24M$94.70$168.87
Microsoft CorpMSFT$-24.2MTrimQ4 2024 13F$24M$425.95$390.49
Coca-Cola Company (The) Common StockKO$-23.7MTrimQ4 2024 13F$24M$65.28$84.14
eBay Inc.EBAY$-23.2MTrimQ4 2024 13F$23M--$108.24
EOG Resources IncEOG$20.1MAddQ4 2024 13F$20M--$140.15
The Walt Disney CoDIS$19.7MAddQ4 2024 13F$20M$105.05$98.87
Fox CorpFOX$19.1MAddQ4 2024 13F$19M--$58.62
SPDR S&P 500 ETF TrustSPY$18.5MAddQ4 2024 13F$19M$597.19$744.78
Warner Bros. Discovery, Inc. - Series A Common StockWBD$17.4MAddQ4 2024 13F$17M$9.29$27.20
Kenvue Inc. Common StockKVUE$-16.5MTrimQ4 2024 13F$17M$23.24$17.55
The Procter & Gamble CoPG$-16.0MTrimQ4 2024 13F$16M$170.31$151.40
Donald Yacktman (Yacktman Asset Management) trim Unmapped 13F securityPORTFOLIO$153M2.7M sharesTrimQ4 2024 13F$15M$57.44--
NEWS CORPNWS$-13.7MTrimQ4 2024 13F$14M--$30.47
Embecta Corp.EMBC$13.6MAddQ4 2024 13F$14M--$3.29
Corning IncGLW$-12.3MTrimQ4 2024 13F$12M--$187.54
Colgate-Palmolive CoCL$-10.8MTrimQ4 2024 13F$11M--$86.07
Fox CorpFOXA$10.6MAddQ4 2024 13F$11M--$65.48
Schwab (Charles) CorpSCHW$10.5MAddQ4 2024 13F$10M$74.83$88.08
Talen Energy CorporationTLN$10.3MAddQ4 2024 13F$10M--$405.89
ConocoPhillips Common StockCOP$9.5MAddQ4 2024 13F$9.5M--$118.89
Diamondback Energy, Inc.FANG$8.5MAddQ4 2024 13F$8.5M--$172.04
AmercoUHAL$-8.0MTrimQ4 2024 13F$8.0M--$57.27
Darling Ingredients Inc.DAR$-7.3MTrimQ4 2024 13F$7.3M--$58.74
Cisco Systems IncCSCO$5.6MAddQ4 2024 13F$5.6M--$121.83
Comcast CorpCMCSA$-5.5MTrimQ4 2024 13F$5.5M--$23.76
Masco CorporationMAS$-4.5MTrimQ4 2024 13F$4.5M--$69.82
Sysco CorporationSYY$-3.2MTrimQ4 2024 13F$3.2M--$76.48
Unilever PLCUL$-2.8MTrimQ4 2024 13F$2.8M--$56.09
GRAFTECH INTERNATIONAL LTDEAFEUR$2.8MAddQ4 2024 13F$2.8M----
Armstrong World Industries CoAWI$2.0MAddQ4 2024 13F$2.0M--$159.76
Teledyne Technologies IncTDY$-1.2MTrimQ4 2024 13F$1.2M--$612.52
Exxon Mobil CorpXOM$-1.1MTrimQ4 2024 13F$1.1M--$137.02
Berkshire Hathaway Inc.BRK-A$-834.8KTrimQ4 2024 13F$835k$692,526.96$760,590.00
America's Car-Mart, Inc.CRMT$-521.4KTrimQ4 2024 13F$521k--$12.20
The Hershey CoHSY$-492.3KTrimQ4 2024 13F$492k--$175.90
Legacy Housing CorporationLEGH$-433.7KTrimQ4 2024 13F$434k--$23.97
Mastercard Incorporated Common StockMA$364.7KAddQ4 2024 13F$365k$506.28$539.39
Amplify Energy Corp.AMPY$-304.6KTrimQ4 2024 13F$305k--$4.68
Donald Yacktman (Yacktman Asset Management) trim Unmapped 13F securityPORTFOLIO$508k385k sharesTrimQ4 2024 13F$266k$1.32--
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