Yacktman Asset Management LP, under direction of Donald Yacktman has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $10.1 Billion distributed in 72 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Canadian Natural Resources LTD with a value of $1.05B, Microsoft Corp with a value of $685M, Alphabet Inc. with a value of $648M, Schwab Charles Corp with a value of $435M, and Pepsico Inc with a value of $410M.
Examining the 13F form we can see an decrease of $426M in the current position value, from $10.5B to 10.1B.
Below you can find more details about Donald Yacktman portfolio as well as his latest detailed transactions.
Donald Yacktman is the founder and president of Yacktman Asset Management, a successful investment firm that focuses on value investing. Yacktman has a reputation for being a patient and disciplined investor, and has generated strong returns for his clients over the long term.