Donald Yacktman
Yacktman Asset Management
Yacktman Asset Management Portfolio 13F
Donald Yacktman Holdings Activity
- Portfolio value:
- $7.26B≈ (-$186M≈)
- Previous value:
- $7.44B≈
- # of changes:
- 66
- New positions:
- 5
- Reported for:
- 30 Sep 2025 (Q3)
- Latest filing date:
- 04 Nov 2025
Yacktman Asset Management has disclosed a total of 66 changes to the portfolio in the (2025 Q3) SEC report(s): increased the number of shares of 4, bought 5 totally new, decreased the number of shares of 52 and completely sold out 5 position(s).
What stocks did Donald Yacktman buy in 2025 Q3?
During 2025 Q3 Donald Yacktman has bought 9 securities out of which top 5 purchases (by % change to portfolio) were (UNH) UnitedHealth Group Incorporated (added shares +35.34%), (CLX) The Clorox Company (added shares +30.49%), (CRMT) Americas Car-Mart Inc (added shares +1,109.09%), (FICO) Fair Isaac Corp (new buy) and (MRSH) Marsh & McLennan Companies, Inc (new buy).
In the 2025 Q3 report(s) the following changes have been made to the top investments: (CNQ) Canadian Natural Resources Ltd (reduced shares -5.51%), (MSFT) Microsoft Corp (reduced shares -6.99%), (SCHW) Charles Schwab Corp (reduced shares -8.12%), (FOX) Fox Corp, CL-B (reduced shares -6.87%) and (PG) Procter & Gamble Company (reduced shares -3.80%).
66 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Copart Inc
|
new
|
+75,195
|
75,195
|
+0.05%
|
$44.97
|
-35.41%($29.04)
|
0.05%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Fair Isaac Corp
|
new
|
+2,534
|
2,534
|
+0.05%
|
$1,496.53
|
-25.19%($1,119.57)
|
0.05%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Marsh & McLennan Companies, Inc
|
new
|
+17,345
|
17,345
|
+0.05%
|
$201.53
|
-5.69%($190.06)
|
0.05%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Verisk Analytics Inc
|
new
|
+13,160
|
13,160
|
+0.05%
|
$251.51
|
-22.83%($194.10)
|
0.05%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Gold.com, Inc
|
new
|
+9,000
|
9,000
|
+0%
|
$25.87
|
+59.68%($41.31)
|
0.00%
|
2025 Q3
|
≈ 0.25 years
|
|
|
|
Americas Car-Mart Inc
|
+1,109.09%
|
+122,000
|
133,000
|
+0.05%
|
$29.21
|
-88.98%($3.22)
|
0.05%
|
2022 Q2
|
≈ 3.50 years
|
|
|
|
UnitedHealth Group Incorporated
|
+35.34%
|
+45,588
|
174,588
|
+0.22%
|
$345.30
|
+21.45%($419.36)
|
0.83%
|
2025 Q2
|
≈ 0.50 years
|
|
|
|
The Clorox Company
|
+30.49%
|
+13,785
|
58,995
|
+0.02%
|
$123.30
|
-22.45%($95.62)
|
0.10%
|
2013 Q2 or earlier
|
≈ 12.50+ years
|
|
|
|
SPDR S&P 500 ETF Trust
|
+27.52%
|
+964
|
4,467
|
+0.01%
|
$666.18
|
+11.88%($745.34)
|
0.04%
|
2021 Q4
|
≈ 4.00 years
|
|
|
|
U-Haul Holding Company
|
-0.60%
|
-1,984
|
330,774
|
-0%
|
$57.07
|
+23.22%($70.32)
|
0.26%
|
2018 Q1
|
≈ 7.75 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.