Donald Yacktman
Yacktman Asset Management截至 2026 Q1· $7.50B 组合 · 76 只持仓
公开数据（SEC 13F-HR 申报）。每季度末快照，披露最多滞后约 45 天，且仅含美股多头（不含做空/期权）—— 非实时持仓，亦非投资建议。
最新一季持仓
| 股票 | 市值 | 占比 | 环比 |
|---|---|---|---|
| CNQ | $806.07M | 10.7% | 减仓 -12% |
| MSFT | $367.55M | 4.9% | 持有 |
| SCHW | $366.98M | 4.9% | 持有 |
| GOOG | $323.16M | 4.3% | 持有 |
| PEP | $314.92M | 4.2% | 持有 |
| JNJ | $305.41M | 4.1% | 持有 |
| FOX | $295.58M | 3.9% | 持有 |
| PG | $278.93M | 3.7% | 持有 |
| UHAL/B | $270.18M | 3.6% | 持有 |
| RS | $210.65M | 2.8% | 持有 |
| COP | $208.76M | 2.8% | 持有 |
| FANG | $198.58M | 2.6% | 持有 |
| CTSH | $184.55M | 2.5% | 持有 |
| NWSA | $184.20M | 2.5% | 持有 |
| EOG | $176.64M | 2.4% | 持有 |
数据来源：SEC 13F-HR 申报（公有领域）；CUSIP→代码经 OpenFIGI 映射。非投资建议。