Donald Yacktman Overview

Donald Yacktman

YACKTMAN ASSET MANAGEMENT LP

CIK: 0000905567

Last Update On: Nov 01, 2025

An investor and portfolio manager recognized for his value investing approach, with a focus on finding undervalued companies that possess strong fundamentals and promising growth potential.

$7.44 B

AUM

Holdings

1,370

TRADES

6.5 years

Avg. Holding Period

Top Investments

YACKTMAN ASSET MANAGEMENT LP's Investment in the top 10 stocks and others.

CNQ

MSFT

SCHW

FOX

PEP

CTSH

NWSA

GOOG

Others

Sector Breakdown

YACKTMAN ASSET MANAGEMENT LP's Investment in the top 10 stocks and others.

Consumer Defensive

22.2%

Communication Services

17.1%

Energy

16.61%

Technology

12.43%

Financial Services

11.41%

Industrials

7.62%

Healthcare

5.79%

Basic Materials

4.54%

Consumer Cyclical

2.3%

Performance

Stocks

#	Ticker	Shares	Shares Value	% Portfolio	Change	QoQ Change	Quarter	Current Price	Report Date
01	CNQ Canadian Natural...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$34.67	06/30/2025
02	MSFT Microsoft Corpor...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$483.16	06/30/2025
03	SCHW The Charles Schw...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$93.80	06/30/2025
04	FOX Fox Corporation	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$60.89	06/30/2025
05	PG The Procter & Ga...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$143.38	06/30/2025
06	PEP PepsiCo, Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$145.02	06/30/2025
07	CTSH Cognizant Techno...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$80.72	06/30/2025
08	NWSA News Corporation	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$26.04	06/30/2025
09	RS Reliance Steel &...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$285.68	06/30/2025
10	GOOG Alphabet Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$322.09	06/30/2025
11	INGR Ingredion Incorp...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$108.29	06/30/2025
12	JNJ Johnson & Johnso...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$201.90	06/30/2025
13	DIS The Walt Disney ...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$105.23	06/30/2025
14	KVUE Kenvue Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$16.92	06/30/2025
15	BRK-B Berkshire Hathaw...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$504.39	06/30/2025
16	KO The Coca-Cola Co...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$69.97	06/30/2025
17	EBAY eBay Inc.	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$82.47	06/30/2025
18	EOG EOG Resources, I...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$112.14	06/30/2025
19	COP ConocoPhillips	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$93.70	06/30/2025
20	TSN Tyson Foods, Inc...	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Upgrade to get full access	Q2 2025	$56.92	06/30/2025

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Frequently Asked Questions

An investor and portfolio manager recognized for his value investing approach, with a focus on finding undervalued companies that possess strong fundamentals and promising growth potential.

Explore Donald Yacktman largest investments on Stocks.News, including companies like Canadian Natural Resources Limited , PepsiCo, Inc. , Microsoft Corporation , and their significance in his portfolio.

Donald Yacktman portfolio updates are typically published quarterly through SEC 13F filings, which provide detailed information about their holdings, including recent buys and sells.

Donald Yacktman currently invests in companies such as Mastercard Incorporated

The largest holding in Donald Yacktman portfolio is Canadian Natural Resources Limited.

As of Jun 30, 2025, Donald Yacktman portfolio is valued at approximately $7.44 B, based on the latest filings available on Stocks.News.

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Donald Yacktman

Top Investments

Sector Breakdown

Performance

Stocks

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