PRODonald Yacktman
Yacktman Asset Management LP
Founder of Yacktman Asset Management, a value investor focused on high-quality, undervalued companies with steady cash flows.
13F Portfolio Value
$8.09B
Disclosed Positions
74
New Positions
74
Exits
0
Latest Portfolio Changes
Canadian Natural Resources Limited
$650.27M
16.46M sh
Berkshire Hathaway Inc.
$581.22M
1.16M sh
Alphabet Inc.
$398.96M
1.13M sh
$378.45M
4.10M sh
$376.48M
1.01M sh
U-Haul Holding Company
$357.58M
6.20M sh
Johnson & Johnson
$320.00M
1.26M sh
Procter & Gamble Company
$287.93M
1.96M sh
$280.66M
2.07M sh
Fox Corporation
$264.64M
5.65M sh
Reliance, Inc.
$260.98M
698.6K sh
News Corporation
$187.59M
7.55M sh
$178.26M
1.01M sh
$172.91M
2.13M sh
$166.96M
1.61M sh
$161.32M
1.24M sh
$155.99M
919.7K sh
$153.85M
8.05M sh
Tyson Foods, Inc.
$147.65M
2.58M sh
$141.11M
1.26M sh
Ingredion Incorporated
$139.36M
1.47M sh
Talen Energy Corp
$138.26M
359.8K sh
$132.44M
1.38M sh
$131.48M
340.0K sh
$128.22M
491.3K sh
Cognizant Technology Solutions Corporation
$122.02M
3.15M sh
Armstrong World Industries, Inc.
$121.11M
754.9K sh
$120.31M
878.5K sh
$120.16M
413.5K sh
iShares Trust
$112.57M
557.5K sh
$110.23M
216.4K sh
$108.11M
1.29M sh
$100.60M
197.5K sh
$100.06M
2.32M sh
Olin Corporation
$83.43M
4.21M sh
Darling Ingredients Inc
$77.40M
1.42M sh
$72.51M
790.9K sh
$71.39M
171.8K sh
BellRing Brands, Inc.
$68.10M
5.26M sh
Fox Corporation
$61.81M
1.19M sh
$52.83M
229.6K sh
Avantor, Inc.
$47.22M
4.77M sh
Comcast Corporation
$28.74M
1.17M sh
$23.28M
286.1K sh
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
$21.66M
236.4K sh
U-Haul Holding Company
$21.29M
325.4K sh
$21.11M
510.9K sh
Legacy Housing Corporation
$19.81M
754.0K sh
$14.50M
241.2K sh
Embecta Corporation
$14.07M
4.32M sh
$9.31M
64.4K sh
Wells Fargo & Company
$8.66M
104.8K sh
$7.36M
6.2K sh
GrafTech International Ltd.
$6.79M
1.15M sh
$6.10M
10.9K sh
Mastercard Incorporated
$5.99M
11.7K sh
Moody's Corporation
$5.62M
12.4K sh
$5.26M
5.2K sh
$4.59M
48.1K sh
Aon Plc
$4.28M
12.9K sh
$3.85M
136.7K sh
$3.80M
21.2K sh
State Street SPDR S&P 500 ETF
$2.66M
3.6K sh
$1.80M
2.7K sh
$1.65M
9.5K sh
$904.5K
5.0K sh
$846.8K
20.0K sh
Amplify Energy Corp.
$815.9K
205.0K sh
America's Car-Mart, Inc.
$572.0K
205.0K sh
Cato Corporation
$341.6K
105.4K sh
Reading International Incorporated
$339.2K
265.0K sh
$302.2K
4.2K sh
$251.1K
732 sh
News Corporation
$228.4K
8.1K sh
Top Holdings
Latest Disclosed Holdings
| Company | Weight | Shares | Value | Δ Shares |
|---|---|---|---|---|
Canadian Natural Resources Limited | 8.04% | 16.46M | $650.27M | 16.46M |
Berkshire Hathaway Inc. · CL B NEW | 7.19% | 1.16M | $581.22M | 1.16M |
Alphabet Inc. · CAP STK CL C | 4.93% | 1.13M | $398.96M | 1.13M |
| SCHW | 4.68% | 4.10M | $378.45M | 4.10M |
| MSFT | 4.65% | 1.01M | $376.48M | 1.01M |
U-Haul Holding Company · COM SER N | 4.42% | 6.20M | $357.58M | 6.20M |
Johnson & Johnson | 3.96% | 1.26M | $320.00M | 1.26M |
Procter & Gamble Company | 3.56% | 1.96M | $287.93M | 1.96M |
| PEP | 3.47% | 2.07M | $280.66M | 2.07M |
Fox Corporation · CL B COM | 3.27% | 5.65M | $264.64M | 5.65M |
Reliance, Inc. | 3.23% | 698.6K | $260.98M | 698.6K |
News Corporation · CL A | 2.32% | 7.55M | $187.59M | 7.55M |
| FANG | 2.20% | 1.01M | $178.26M | 1.01M |
| KO | 2.14% | 2.13M | $172.91M | 2.13M |
| COP | 2.06% | 1.61M | $166.96M | 1.61M |
| EOG | 1.99% | 1.24M | $161.32M | 1.24M |
| STT | 1.93% | 919.7K | $155.99M | 919.7K |
| KVUE | 1.90% | 8.05M | $153.85M | 8.05M |
Tyson Foods, Inc. · CL A | 1.83% | 2.58M | $147.65M | 2.58M |
| EBAY | 1.74% | 1.26M | $141.11M | 1.26M |
Ingredion Incorporated | 1.72% | 1.47M | $139.36M | 1.47M |
Talen Energy Corp | 1.71% | 359.8K | $138.26M | 359.8K |
| DIS | 1.64% | 1.38M | $132.44M | 1.38M |
| ELV | 1.63% | 340.0K | $131.48M | 340.0K |
| INTU | 1.59% | 491.3K | $128.22M | 491.3K |
Cognizant Technology Solutions Corporation · CL A | 1.51% | 3.15M | $122.02M | 3.15M |
Armstrong World Industries, Inc. | 1.50% | 754.9K | $121.11M | 754.9K |
| BR | 1.49% | 878.5K | $120.31M | 878.5K |
| LHX | 1.49% | 413.5K | $120.16M | 413.5K |
iShares Trust · MSCI STH KOR ETF | 1.39% | 557.5K | $112.57M | 557.5K |
| LMT | 1.36% | 216.4K | $110.23M | 216.4K |
| SYY | 1.34% | 1.29M | $108.11M | 1.29M |
| NOC | 1.24% | 197.5K | $100.60M | 197.5K |
| PYPL | 1.24% | 2.32M | $100.06M | 2.32M |
Olin Corporation · COM PAR $1 | 1.03% | 4.21M | $83.43M | 4.21M |
Darling Ingredients Inc | 0.96% | 1.42M | $77.40M | 1.42M |
| CL | 0.90% | 790.9K | $72.51M | 790.9K |
| UNH | 0.88% | 171.8K | $71.39M | 171.8K |
BellRing Brands, Inc. | 0.84% | 5.26M | $68.10M | 5.26M |
Fox Corporation · CL A COM | 0.76% | 1.19M | $61.81M | 1.19M |
| FDS | 0.65% | 229.6K | $52.83M | 229.6K |
Avantor, Inc. · COMMON STOCK | 0.58% | 4.77M | $47.22M | 4.77M |
Comcast Corporation · CL A | 0.36% | 1.17M | $28.74M | 1.17M |
| MAS | 0.29% | 286.1K | $23.28M | 286.1K |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF · STATE STREET SPD | 0.27% | 236.4K | $21.66M | 236.4K |
U-Haul Holding Company | 0.26% | 325.4K | $21.29M | 325.4K |
| DVN | 0.26% | 510.9K | $21.11M | 510.9K |
Legacy Housing Corporation | 0.24% | 754.0K | $19.81M | 754.0K |
| ULVR· ADR | 0.18% | 241.2K | $14.50M | 241.2K |
Embecta Corporation · COMMON STOCK | 0.17% | 4.32M | $14.07M | 4.32M |
| BNY | 0.12% | 64.4K | $9.31M | 64.4K |
Wells Fargo & Company | 0.11% | 104.8K | $8.66M | 104.8K |
| FICO | 0.09% | 6.2K | $7.36M | 6.2K |
GrafTech International Ltd. | 0.08% | 1.15M | $6.79M | 1.15M |
| MSCI | 0.08% | 10.9K | $6.10M | 10.9K |
Mastercard Incorporated · CL A | 0.07% | 11.7K | $5.99M | 11.7K |
Moody's Corporation | 0.07% | 12.4K | $5.62M | 12.4K |
| GS | 0.07% | 5.2K | $5.26M | 5.2K |
| CLX | 0.06% | 48.1K | $4.59M | 48.1K |
Aon Plc · SHS CL A | 0.05% | 12.9K | $4.28M | 12.9K |
| CPRT | 0.05% | 136.7K | $3.85M | 136.7K |
| VRSK | 0.05% | 21.2K | $3.80M | 21.2K |
State Street SPDR S&P 500 ETF · TR UNIT | 0.03% | 3.6K | $2.66M | 3.6K |
| TDY | 0.02% | 2.7K | $1.80M | 2.7K |
| NTRS | 0.02% | 9.5K | $1.65M | 9.5K |
| PM | 0.01% | 5.0K | $904.5K | 5.0K |
| VZ | 0.01% | 20.0K | $846.8K | 20.0K |
Amplify Energy Corp. | 0.01% | 205.0K | $815.9K | 205.0K |
America's Car-Mart, Inc. | 0.01% | 205.0K | $572.0K | 205.0K |
Cato Corporation · CL A | 0.00% | 105.4K | $341.6K | 105.4K |
Reading International Incorporated · CL A | 0.00% | 265.0K | $339.2K | 265.0K |
| MO | 0.00% | 4.2K | $302.2K | 4.2K |
| V· COM CL A | 0.00% | 732 | $251.1K | 732 |
News Corporation · CL B | 0.00% | 8.1K | $228.4K | 8.1K |
74 holdings as reported. Click a row for position history.
SEC Form 13F data is lagged up to 45 days and covers long US-listed equity positions only — foreign stocks, bonds, cash, and short positions are not reported.
Position changes compare consecutive filings; a "new" position may reflect a reclassification or disclosure threshold change rather than a fresh purchase.