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.
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.