Donald Yacktman Portfolio Holdings
Yacktman Asset Management LP
- $10.5 Billion
- Q1 2024
Yacktman Asset Management LP, under direction of Donald Yacktman has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $10.5 Billion distributed in 73 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Canadian Natural Resources LTD with a value of $1.15B, Microsoft Corp with a value of $669M, Alphabet Inc. with a value of $556M, Schwab Charles Corp with a value of $454M, and Pepsico Inc with a value of $435M.
Examining the 13F form we can see an increase of $394M in the current position value, from $10.1B to 10.5B.
Below you can find more details about Donald Yacktman portfolio as well as his latest detailed transactions.