Donald Yacktman - Yacktman Asset Management Portfolio
| Period Date | Jun 30, 2025 | |
| Filing Date | Aug 06, 2025 | |
| Total Stocks | 70 | |
| Portfolio Value | $7.44B |
Portfolio Overview
Comprehensive analysis of Donald Yacktman's investment portfolio
69
Total Holdings
$7.4B
Portfolio Value
Jun 30, 2025
Latest Filing
9.3%
Largest Position
Top Holdings
1
CNQ
Canadian Natural Resources Ltd
$694.8M
9.3%
↓-0.2%
2
MSFT
Microsoft Corp.
$549.8M
7.4%
↓-0.1%
3
SCHW
Charles Schwab Corp
$416.5M
5.6%
↓-0.0%
4
UHAL-B
U-Haul Holding Company Class B
$325.5M
4.4%
↓-0.0%
5
PG
Procter & Gamble
$321.6M
4.3%
↓-0.0%
Recent Activity
UNH
UnitedHealth Group Incorporated
+129,000
Jun 30, 2025
EAF
GrafTech International Ltd.
+127,490
Jun 30, 2025
AMPY
Amplify Energy Corp.
+50,000
Jun 30, 2025