Donald Yacktman
Net buyingYacktman Asset Management Lp — managed by Donald Yacktman; US equity positions disclosed quarterly via SEC 13F
Data as of 2026-03-31 (filed 2026-05-01) · Source: SEC EDGAR
Yacktman Asset Management Lp's most recent 13F filing, for the quarter ended 2026-03-31, reports 76 positions worth $7.50B. The top 5 holdings represent 29% of that value, a broadly diversified portfolio.
The single largest position is Canadian Natural Resources Limited at 10.7% of the portfolio, followed by Microsoft Corporation at 4.9% and Charles Schwab Corp at 4.9%.
Against the prior quarter, Donald Yacktman opened 5 new positions, exited 1, added to 36, and trimmed 25. The largest new buy was Paypal Holdings, Inc. The most notable sale was the full exit from Warner Bros. Discovery, Inc.
Across all 8 quarters on file, Canadian Natural Resources Limited has appeared in every filing, as has Microsoft Corporation. Canadian Natural Resources Limited currently ranks first by value.
A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.
As of 2026-07-02, 3 of Donald Yacktman's tracked holdings trade below our conservative value band (strike zone).
Open any to see the stock's valuation →
Valuation as of 2026-07-02; method: conservative Greenwald value band + Owner-Earnings DCF. Position observation, not advice.
Next · is it cheap
Donald Yacktman holds 3 positions now in the strike zone.
See the full strike-zone list- Value$806.1MValuation—Holders3Weight (prev→now)8.9% → 10.7% ▼
- Value$367.5MValuationAbove valueHolders32Weight (prev→now)6.5% → 4.9% ▲
- Value$367.0MValuationAbove valueHolders11Weight (prev→now)5.5% → 4.9% ▼
- Value$323.2MValuationAbove valueHolders31Weight (prev→now)5.0% → 4.3% ▼
- Value$314.9MValuationAbove valueHolders10Weight (prev→now)4.1% → 4.2% ▼
- Value$305.4MValuationAbove valueHolders11Weight (prev→now)3.6% → 4.1% ▼
- Value$295.6MValuationAbove valueHolders2Weight (prev→now)5.1% → 3.9% ▼
- Value$278.9MValuationAbove valueHolders8Weight (prev→now)3.8% → 3.7% ▲
- Value$270.2MValuation—Holders3Weight (prev→now)3.8% → 3.6% ▲
- Value$210.7MValuationAbove valueHolders1Weight (prev→now)2.8% → 2.8% ▲
- Value$208.8MValuationAbove valueHolders6Weight (prev→now)2.0% → 2.8% ▲
- Value$198.6MValuationAbove valueHolders2Weight (prev→now)2.1% → 2.6% ▲
- Value$184.5MValuationBelow valueHolders5Weight (prev→now)3.5% → 2.5% ▲
- Value$184.2MValuationAbove valueHolders2Weight (prev→now)2.7% → 2.5% ▲
- Value$176.6MValuationAbove valueHolders3Weight (prev→now)1.7% → 2.4% ▲
- Value$162.3MValuationWithin bandHolders2Weight (prev→now)2.2% → 2.2% ▲
- Value$161.1MValuationAbove valueHolders7Weight (prev→now)2.0% → 2.1% ▲
- Value$159.6MValuationAbove valueHolders8Weight (prev→now)2.1% → 2.1% ▼
- Value$150.9MValuation—Holders22Weight (prev→now)2.2% → 2.0% ▲
- Value$140.8MValuationAbove valueHolders4Weight (prev→now)1.7% → 1.9% ▼
- Value$139.2MValuationAbove valueHolders5Weight (prev→now)1.9% → 1.9% ▼
- Value$136.8MValuationAbove valueHolders4Weight (prev→now)1.9% → 1.8% ▲
- Value$132.5MValuationAbove valueHolders2Weight (prev→now)1.5% → 1.8% ▲
- Value$129.9MValuationAbove valueHolders20Weight (prev→now)2.1% → 1.7% ▲
- Value$129.1MValuationAbove valueHolders7Weight (prev→now)1.5% → 1.7% ▼
Showing top 25 of 76 positions
Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-05-01
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