Donald Yacktman
Yacktman Asset Management
Yacktman Asset Management 13F holdings
Donald Yacktman's Portfolio
- Portfolio value:
- $7.26B≈
- # of securities:
- 70
- Reported for:
- 30 Sep 2025 (Q3)
- Latest filing date:
- 04 Nov 2025
What stocks did Donald Yacktman own in 2025 Q3?
What was Donald Yacktman's 2025 Q3 portfolio?
Yacktman Asset Management has disclosed a total of 70 security holdings in their (2025 Q3) SEC 13F filing(s) with portfolio value of $7,257,737,057.
Yacktman Asset Management's portfolio holdings are tracked quarterly based on SEC 13F filings. Snapshots for each reporting period document the full list of disclosed positions and their portfolio allocations.
Donald Yacktman's original 13F reports (2025 Q3) are the official SEC institutional disclosure documents covering all reported equity positions.
70 results
| History | Ticker | Name |
% of portfolio |
Shares* |
Reported price* |
% difference current price* |
Value | Held since* | Held for* |
Security type |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Canadian Natural Resources Ltd
|
9.21%
|
20,908,511
|
$31.96
|
+45.93%($46.64)
|
$668,236,012
|
2021 Q1
|
≈ 4.75 years
|
Common Stock
|
-5.51% (-1.22M)
|
-0.52%
|
|
|
|
Microsoft Corp
|
7.34%
|
1,028,018
|
$517.95
|
-25.76%($384.54)
|
$532,461,923
|
2013 Q2 or earlier
|
≈ 12.50+ years
|
Common Stock
|
-6.99% (-77.25K)
|
-0.54%
|
|
|
|
Charles Schwab Corp
|
5.52%
|
4,194,646
|
$95.47
|
+6.41%($101.59)
|
$400,462,854
|
2019 Q2
|
≈ 6.50 years
|
Common Stock
|
-8.12% (-370.73K)
|
-0.48%
|
|
|
|
Fox Corp, CL-B
|
4.58%
|
5,798,698
|
$57.29
|
-13.28%($49.68)
|
$332,207,408
|
2013 Q2 or earlier
|
≈ 12.50+ years
|
Common Stock
|
-6.87% (-427.7K)
|
-0.33%
|
|
|
|
Procter & Gamble Company
|
4.11%
|
1,941,870
|
$153.65
|
-4.42%($146.86)
|
$298,368,325
|
2013 Q2 or earlier
|
≈ 12.50+ years
|
Common Stock
|
-3.80% (-76.62K)
|
-0.16%
|
|
|
|
U-Haul Holding Company
|
4.07%
|
5,801,620
|
$50.90
|
+23.87%($63.05)
|
$295,302,458
|
2022 Q4
|
≈ 3.00 years
|
Common Stock
|
-3.09% (-184.84K)
|
-0.13%
|
|
|
|
PepsiCo Inc
|
3.99%
|
2,060,313
|
$140.44
|
-2.80%($136.50)
|
$289,350,358
|
2013 Q2 or earlier
|
≈ 12.50+ years
|
Common Stock
|
-2.23% (-47.08K)
|
-0.09%
|
|
|
|
Alphabet Inc, CL-C
|
3.91%
|
1,166,413
|
$243.55
|
+31.04%($319.14)
|
$284,079,886
|
2019 Q1
|
≈ 6.75 years
|
Common Stock
|
-8.95% (-114.64K)
|
-0.38%
|
|
|
|
Johnson & Johnson
|
3.29%
|
1,287,234
|
$185.42
|
+41.57%($262.49)
|
$238,678,999
|
2013 Q2 or earlier
|
≈ 12.50+ years
|
Common Stock
|
-5.60% (-76.3K)
|
-0.19%
|
|
|
|
News Corp A
|
3.14%
|
7,422,037
|
$30.71
|
-13.11%($26.68)
|
$227,930,756
|
2019 Q2
|
≈ 6.50 years
|
Common Stock
|
-8.59% (-697.4K)
|
-0.29%
|
|
Completely sold out
5 results
| History | Ticker | Name |
Sold shares* |
% change to portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|
|
|
Oracle Corp
|
-105,828
|
-0.31%
|
2013 Q2 or earlier
|
≈ 12.25+ years
|
|
|
|
Berkshire Hathaway Inc
|
-13
|
-0.13%
|
2013 Q2 or earlier
|
≈ 12.25+ years
|
|
|
|
Booking Holdings Inc
|
-27,875
|
-0.09%
|
2019 Q1
|
≈ 6.50 years
|
|
|
|
Hershey Co
|
-38,250
|
-0.09%
|
2018 Q2
|
≈ 7.25 years
|
|
|
|
Exxon Mobil Corp
|
-16,400
|
-0.02%
|
2013 Q2 or earlier
|
≈ 12.25+ 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.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.
* 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.