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.

Biggest Wins

PositionReported PriceCurrent PriceEst. P/LReturnEst. Value
iShares MSCI South Korea ETFEWY · Q1 2026$123.01$198.29+$74M+61.2%$194M
Unitedhealth Group IncUNH · Q1 2026$270.59$427.89+$26M+58.1%$72M
Cisco Systems IncCSCO · Q1 2026$77.59$121.83+$9.3M+57.0%$26M
Elevance Health, Inc. Common StockELV · Q1 2026$292.75$418.15+$42M+42.8%$140M
GrafTech International Ltd.EAF · Q1 2026$6.78$9.62+$3.0M+41.9%$10M
State Street Corporation (1)STT · Q1 2026$126.56$168.87+$38M+33.4%$154M
Talen Energy CorporationTLN · Q1 2026$319.23$405.89+$31M+27.1%$146M
Reliance Steel & Aluminum CoRS · Q1 2026$303.92$378.39+$52M+24.5%$262M
Goldman Sachs Group, Inc. (The) Common StockGS · Q1 2026$845.99$1,045.00+$1.0M+23.5%$5.3M
Northern Trust Corporation - Common StockNTRS · Q1 2026$139.57$167.94+$270k+20.3%$1.6M
AmercoUHAL · Q1 2026$47.78$57.27+$3.1M+19.9%$19M
eBay Inc.EBAY · Q1 2026$91.02$108.24+$26M+18.9%$166M
U-Haul Holding CompanyUHALB · Q1 2026$44.67$53.06+$51M+18.8%$321M
The Bank of New York Mellon CorpBK · Q1 2026$118.63$140.01+$7.6M+18.0%$50M
Legacy Housing CorporationLEGH · Q1 2026$20.43$23.97+$2.5M+17.3%$17M
Alphabet Cl CGOOG · Q1 2026$286.86$334.69+$54M+16.7%$377M
Masco CorporationMAS · Q1 2026$60.37$69.82+$2.3M+15.7%$17M
FactSet Research Systems IncFDS · Q1 2026$216.99$246.38+$6.6M+13.5%$56M
The Cato CorporationCATO · Q1 2026$2.83$3.21+$40k+13.3%$338k
Fair Isaac CorporationFICO · Q1 2026$1,067.54$1,207.34+$861k+13.1%$7.4M
Fox CorpFOXA · Q1 2026$58.40$65.48+$8.4M+12.1%$78M
SPDR S&P 500 ETF TrustSPY · Q1 2026$650.34$728.99+$296k+12.1%$2.7M
MSCI IncMSCI · Q1 2026$539.01$602.94+$697k+11.9%$6.6M
Visa IncV · Q1 2026$302.24$336.23+$25k+11.2%$246k
Fox CorpFOX · Q1 2026$53.10$58.62+$31M+10.4%$326M
Coca-Cola Company (The) Common StockKO · Q1 2026$76.05$82.63+$14M+8.65%$173M
Altria Group IncMO · Q1 2026$65.99$71.29+$22k+8.03%$299k
Sysco CorporationSYY · Q1 2026$71.33$76.48+$6.4M+7.22%$94M
Avantor IncAVTR · Q1 2026$7.84$8.40+$2.7M+7.14%$40M
NEWS CORPNWS · Q1 2026$28.51$30.47+$16k+6.87%$248k
News CorpNWSA · Q1 2026$24.93$26.61+$12M+6.74%$197M
Philip Morris International IncPM · Q1 2026$165.34$176.06+$63k+6.48%$1.0M
Barrick Gold Corporation Common Stock (BC)GOLD · Q1 2026$40.08$42.31+$11k+5.56%$212k
Wells Fargo & CoWFC · Q1 2026$79.61$83.82+$422k+5.28%$8.4M
Berkshire Hathaway Inc.BRK-B · Q1 2026$479.20$498.66+$6.1M+4.06%$157M
The Procter & Gamble CoPG · Q1 2026$144.44$149.05+$8.9M+3.19%$288M
Moody's Corporation Common StockMCO · Q1 2026$436.25$450.01+$171k+3.15%$5.6M
The Walt Disney CoDIS · Q1 2026$96.38$98.87+$3.4M+2.58%$133M
Aon PLCAON · Q1 2026$322.78$328.69+$76k+1.83%$4.2M
Kenvue Inc. Common StockKVUE · Q1 2026$17.24$17.55+$2.5M+1.80%$139M
Teledyne Technologies IncTDY · Q1 2026$605.01$612.52+$19k+1.24%$1.5M
Colgate-Palmolive CoCL · Q1 2026$85.23$86.07+$663k+0.99%$68M
Microsoft CorpMSFT · Q1 2026$370.17$372.97+$2.8M+0.76%$370M