Yacktman Asset Management LP, under direction of Donald Yacktman has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $6.82 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Canadian Natural Resources LTD with a value of $695M, Microsoft Corp with a value of $550M, Schwab Charles Corp with a value of $417M, Fox Corp Cl B (De) with a value of $321M, and Procter & Gamble CO with a value of $322M.

Examining the 13F form we can see an decrease of $147M in the current position value, from $6.96B to 6.82B.

Below you can find more details about Donald Yacktman portfolio as well as his latest detailed transactions.

Portfolio value $6.82 Billion
Consumer Defensive: $1.38 Billion
Communication Services: $1.19 Billion
Energy: $1.16 Billion
Technology: $868 Million
Financial Services: $806 Million
Industrials: $532 Million
Healthcare: $404 Million
Basic Materials: $316 Million
Other: $163 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Donald Yacktman

Donald Yacktman

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.
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Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $6.82 Billion
  • Prior Value $6.96 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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