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.

Latest Holdings

HoldingReported ValueWeightSharesCurrent PriceEst. ValueReturn
Wells Fargo & CoWFC · Q1 2026$8.0M0.1%100k$83.82$8.4M+5.28%
GrafTech International Ltd.EAF · Q1 2026$7.2M0.1%1.1M$9.62$10M+41.9%
Fair Isaac CorporationFICO · Q1 2026$6.6M0.1%6.2k$1,207.34$7.4M+13.1%
MSCI IncMSCI · Q1 2026$5.9M0.1%11k$602.94$6.6M+11.9%
Mastercard Incorporated Common StockMA · Q1 2026$5.8M0.1%12k$499.02$5.8M-0.13%
Moody's Corporation Common StockMCO · Q1 2026$5.4M0.1%12k$450.01$5.6M+3.15%
The Clorox CoCLX · Q1 2026$5.0M0.1%48k$97.11$4.7M-6.29%
Goldman Sachs Group, Inc. (The) Common StockGS · Q1 2026$4.3M0.1%5.1k$1,045.00$5.3M+23.5%
Aon PLCAON · Q1 2026$4.2M0.1%13k$328.69$4.2M+1.83%
Copart IncCPRT · Q1 2026$3.7M0.0%110k$30.86$3.4M-7.05%
Marsh & McLennan Companies IncMRSH · Q1 2026$3.4M0.0%19k$159.53$3.1M-8.03%
Intuit Inc. - Common StockINTU · Q1 2026$3.2M0.0%7.4k$262.24$1.9M-39.4%
VERISK ANALYTICS IncVRSK · Q1 2026$2.8M0.0%15k$171.50$2.5M-9.62%
America's Car-Mart, Inc.CRMT · Q1 2026$2.5M0.0%195k$12.20$2.4M-4.13%
SPDR S&P 500 ETF TrustSPY · Q1 2026$2.5M0.0%3.8k$728.99$2.7M+12.1%
Teledyne Technologies IncTDY · Q1 2026$1.5M0.0%2.5k$612.52$1.5M+1.24%
Northern Trust Corporation - Common StockNTRS · Q1 2026$1.3M0.0%9.5k$167.94$1.6M+20.3%
Amplify Energy Corp.AMPY · Q1 2026$1.3M0.0%210k$4.68$983k-25.0%
Verizon Communications IncVZ · Q1 2026$1.0M0.0%20k$45.37$907k-9.62%
Philip Morris International IncPM · Q1 2026$976k0.0%5.9k$176.06$1.0M+6.48%
755408101755408101 · Q1 2026$299k0.0%265k------
The Cato CorporationCATO · Q1 2026$298k0.0%105k$3.21$338k+13.3%
Altria Group IncMO · Q1 2026$277k0.0%4.2k$71.29$299k+8.03%
NEWS CORPNWS · Q1 2026$232k0.0%8.1k$30.47$248k+6.87%
Visa IncV · Q1 2026$221k0.0%732$336.23$246k+11.2%
Barrick Gold Corporation Common Stock (BC)GOLD · Q1 2026$200k0.0%5.0k$42.31$212k+5.56%
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