Donald Yacktman
Yacktman Asset Managementas of 2026 Q2· $8.09B portfolio · 74 positions
Portfolio value · last 8 quarters · $9.75B → $8.09B
Public data (SEC 13F-HR filings). A quarter-end snapshot disclosed up to ~45 days late, long U.S. equity positions only (no shorts or options) — not real-time holdings, and not investment advice.
Latest quarter holdings
| Stock | Value | Weight | QoQ |
|---|---|---|---|
| CNQ | $650.27M | 8.0% | Hold |
| BRK/B | $581.22M | 7.2% | Add +269% |
| GOOG | $398.96M | 4.9% | Hold |
| SCHW | $378.45M | 4.7% | Add +5% |
| MSFT | $376.48M | 4.7% | Hold |
| UHAL/B | $357.58M | 4.4% | Hold |
| JNJ | $320.00M | 4.0% | Hold |
| PG | $287.93M | 3.6% | Hold |
| PEP | $280.66M | 3.5% | Hold |
| FOX | $264.64M | 3.3% | Hold |
| RS | $260.98M | 3.2% | Hold |
| NWSA | $187.59M | 2.3% | Hold |
| FANG | $178.26M | 2.2% | Hold |
| KO | $172.91M | 2.1% | Hold |
| COP | $166.96M | 2.1% | Hold |
Source: SEC 13F-HR filings (public domain); CUSIP→ticker via OpenFIGI. Not investment advice.