Donald Yacktman
Yacktman Asset Management
Yacktman Asset Management Portfolio 13F
Donald Yacktman Holdings Activity
- Portfolio value:
- $8.09B~ (+$590M~)
- Previous value:
- $7.50B~
- # of changes:
- 64
- New positions:
- 1
- Reported for:
- 30 Jun 2026 (Q2)
- Latest filing date:
- 11 Aug 2026
Yacktman Asset Management has disclosed a total of 64 changes to the portfolio in the latest (2026 Q2) SEC report(s): increased the number of shares of 51, bought 1 totally new, decreased the number of shares of 9 and completely sold out 3 position(s).
What stocks is Donald Yacktman buying now?
In the recent quarter Donald Yacktman has bought 52 securities out of which top 5 purchases (by % change to portfolio) are (BRK-B) Berkshire Hathaway Inc (added shares +268.76%), (GOOG) Alphabet Inc, CL-C (added shares +0.23%), (SCHW) Charles Schwab Corp (added shares +5.04%), (MSFT) Microsoft Corp (added shares +1.65%) and (UHAL-B) U-Haul Holding Company (added shares +2.46%).
In the latest report(s) the following changes have been made to the top investments: (CNQ) Canadian Natural Resources Ltd (reduced shares -0.48%), (BRK-B) Berkshire Hathaway Inc (added shares +268.76%), (GOOG) Alphabet Inc, CL-C (added shares +0.23%), (SCHW) Charles Schwab Corp (added shares +5.04%) and (MSFT) Microsoft Corp (added shares +1.65%).
64 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Broadridge Financial Solutions Inc
|
new
|
+878,522
|
878,522
|
+1.49%
|
$136.95
|
+31.57%($180.18)
|
1.49%
|
2026 Q2
|
~0.25 years
|
|
|
|
Intuit Inc
|
+6,561.40%
|
+483,903
|
491,278
|
+1.56%
|
$261.00
|
+40.47%($366.63)
|
1.59%
|
2026 Q1
|
~0.50 years
|
|
|
|
Berkshire Hathaway Inc
|
+268.76%
|
+846,549
|
1,161,530
|
+5.24%
|
$500.39
|
-0.67%($497.05)
|
7.19%
|
2013 Q2*
|
~13.25+ years
|
|
|
|
Bellring Brands LLC
|
+251.34%
|
+3,765,000
|
5,263,000
|
+0.6%
|
$12.94
|
-20.05%($10.34)
|
0.84%
|
2026 Q1
|
~0.50 years
|
|
|
|
Verisk Analytics Inc
|
+43.42%
|
+6,415
|
21,190
|
+0.01%
|
$179.53
|
+4.54%($187.68)
|
0.05%
|
2025 Q3
|
~1.00 year
|
|
|
|
Copart Inc
|
+23.97%
|
+26,430
|
136,675
|
+0.01%
|
$28.19
|
+20.73%($34.04)
|
0.05%
|
2025 Q3
|
~1.00 year
|
|
|
|
Unilever PLC ADR
|
+20.53%
|
+41,079
|
241,192
|
+0.03%
|
$60.12
|
+6.39%($63.96)
|
0.18%
|
2020 Q4
|
~5.75 years
|
|
|
|
Embecta Corp
|
+17.54%
|
+644,075
|
4,315,952
|
+0.03%
|
$3.26
|
+59.36%($5.20)
|
0.17%
|
2022 Q2
|
~4.25 years
|
|
|
|
Masco Corp
|
+16.90%
|
+41,367
|
286,085
|
+0.04%
|
$81.37
|
-9.43%($73.70)
|
0.29%
|
2023 Q3
|
~3.00 years
|
|
|
|
SPDR Bloomberg 1-3 Month T-Bill ETF
|
+11.43%
|
+24,238
|
236,353
|
+0.03%
|
$91.64
|
-0.05%($91.60)
|
0.27%
|
2025 Q4
|
~0.75 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted. 2013 Q2 is the earliest period we have data for, so "2013 Q2*" means "2013 Q2 or earlier".