Donald Yacktman recent buys & sells (2026 Q3)
Yacktman Asset Management
Yacktman Asset Management Portfolio Changes
Purchase & sale details
- Portfolio value:
- $8.38B (+$287M)
- Previous value:
- $8.09B
- # of changes:
- 64
- New positions:
- 1
- Reported for:
- 30 Sep 2026 (Q3)
- Latest filing date:
- 02 Nov 2026
Yacktman Asset Management has disclosed a total of 64 changes to the portfolio in the latest (2026 Q3) SEC report(s): increased the number of shares of 42, bought 1 totally new and decreased the number of shares of 21 position(s).
What stocks is Donald Yacktman buying now?
In the recent quarter Donald Yacktman has bought 43 securities out of which top 5 purchases (by % change to portfolio) are (BRK-B) Berkshire Hathaway Inc (added shares +0.87%), (MSFT) Microsoft Corp (added shares +0.32%), (GOOG) Alphabet Inc, CL-C (added shares +0.10%), (JNJ) Johnson & Johnson (added shares +0.09%) and (UHAL-B) U-Haul Holding Company (added shares +0.06%).
In the latest report(s) the following changes have been made to the top investments: (CNQ) Canadian Natural Resources Ltd (reduced shares -7.84%), (BRK-B) Berkshire Hathaway Inc (added shares +0.87%), (MSFT) Microsoft Corp (added shares +0.32%), (SCHW) Charles Schwab Corp (reduced shares -1.13%) and (GOOG) Alphabet Inc, CL-C (added shares +0.10%).
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
The Magnum Ice Cream Company N.V
|
new
|
+51,671
|
51,671
|
+0.01%
|
$17.78
|
+10.46%($19.64)
|
0.01%
|
2026 Q3
|
~0.25 years
|
|
|
|
State Street SPDR S&P 500 ETF Trust
|
+378.78%
|
+13,477
|
17,035
|
+0.12%
|
$762.63
|
-0.05%($762.28)
|
0.16%
|
2021 Q4
|
~5.00 years
|
|
|
|
Intuit Inc
|
+44.04%
|
+216,345
|
707,623
|
+0.71%
|
$275.71
|
+22.96%($339.00)
|
2.33%
|
2026 Q1
|
~0.75 years
|
|
|
|
Visa Inc, CL-A
|
+30.87%
|
+226
|
958
|
+0%
|
$359.33
|
+17.93%($423.74)
|
0.00%
|
2024 Q3
|
~2.25 years
|
|
|
|
Fair Isaac Corp
|
+20.09%
|
+1,237
|
7,394
|
+0.01%
|
$592.47
|
+21.66%($720.78)
|
0.05%
|
2025 Q3
|
~1.25 years
|
|
|
|
iShares MSCI South Korea ETF
|
+8.46%
|
+47,145
|
604,680
|
+0.1%
|
$182.78
|
-18.13%($149.65)
|
1.32%
|
2025 Q4
|
~1.00 year
|
|
|
|
Unilever PLC ADR
|
+6.65%
|
+16,031
|
257,223
|
+0.01%
|
$60.73
|
+8.12%($65.66)
|
0.19%
|
2020 Q4
|
~6.00 years
|
|
|
|
GrafTech International Ltd
|
+6.60%
|
+75,884
|
1,225,151
|
+0.01%
|
$8.27
|
+37.12%($11.34)
|
0.12%
|
2018 Q3
|
~8.25 years
|
|
|
|
Masco Corp
|
+6.37%
|
+18,219
|
304,304
|
+0.01%
|
$67.40
|
+25.89%($84.85)
|
0.24%
|
2023 Q3
|
~3.25 years
|
|
|
|
Broadridge Financial Solutions Inc
|
+6.09%
|
+53,520
|
932,042
|
+0.1%
|
$161.10
|
+19.15%($191.95)
|
1.79%
|
2026 Q2
|
~0.50 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".