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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
  2. Super Investors/
  3. Donald Yacktman (Yacktman AM)
  • Overview
  • Portfolio72
  • Performance8Q
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  • Activity428
  • News

Donald Yacktman

Yacktman AM
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  • Asset Manager · CIK 0000905567
  • Mid-Size Fund

Donald Yacktman runs Yacktman AM, an asset manager overseeing $7.14B in disclosed equity holdings (SEC CIK 0000905567). The latest portfolio (2025Q4) discloses 72 positions across 10 sectors, with the largest positions in CNQ, MSFT and SCHW. On a mark-to-market basis the tracked portfolio has returned 17.4% since 2024Q1. OpenStocks tracks 8 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Donald's filingsView holdings↓
Portfolio
$7.14B
Positions
72
Quarter
2025Q4
Filings tracked
8
Since filing+17.4%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q1
Capital flow per quarter
BuysSellsNet
+$1.44B+$718M$0-$718M-$1.44B'24Q2'24Q3
Latest · 2024Q3
-$1.35B
Lifetime buys
$648M
Lifetime sells
$1.74B

Quarter activity

What changed in 2024Q3 - net new, added, trimmed, exited.
New positions2 names
  • TLNTALEN ENERGY CORP
    +444,900
    $79.3M
  • VVISA INC
    +732
    $201K
Added to5 names
  • KVUEKENVUE INC
    +232,631
    $5.4M
  • BRK.ABERKSHIRE HATHAWAY INC DEL
    +1
    $691K
  • SPYSPDR S&P 500 ETF TR
    +924
    $530K
  • CRMTAMERICAS CAR-MART INC
    +3,000
    $126K
  • CLXCLOROX CO DEL
    +300
    $49K
Trimmed53 names
  • GOOGALPHABET INC
    −1,401,206
    $234.3M
  • MSFTMICROSOFT CORP
    −284,382
    $122.4M
  • NWSANEWS CORP NEW
    −2,367,144
    $63.0M
  • PEPPEPSICO INC
    −321,644
    $54.7M
  • UHAL/BU HAUL HOLDING COMPANY
    −748,913
    $53.9M
  • BKBANK NEW YORK MELLON CORP
    −735,813
    $52.9M
  • BRK.BBERKSHIRE HATHAWAY INC DEL
    −102,901
    $47.4M
  • PGPROCTER AND GAMBLE CO
    −263,618
    $45.7M
  • INGRINGREDION INC
    −319,095
    $43.9M
  • ORCLORACLE CORP
    −236,580
    $40.3M
  • CLCOLGATE PALMOLIVE CO
    −379,800
    $39.4M
  • WFCWELLS FARGO CO NEW
    −665,333
    $37.6M
  • + 41 more…
Exited3 names
  • KELKELLOGG CO
    −2,141,913
    $123.5M
  • FHBFIRST HAWAIIAN INC
    −272,894
    $5.7M
  • MUMICRON TECHNOLOGY INC
    −30,000
    $3.9M

Recent transactions

Last 20 moves
TRIM
C
Donald Yacktman (Yacktman AM) trimmed CL
COLGATE PALMOLIVE CO
−6,600
~$79.02 · 2025Q4
2026-02-03
TRIM
D
Donald Yacktman (Yacktman AM) trimmed DAR
DARLING INGREDIENTS INC
−97,098
~$36.00 · 2025Q4
2026-02-03
TRIM
C
Donald Yacktman (Yacktman AM) trimmed CSCO
CISCO SYS INC
−19,538
~$77.03 · 2025Q4
2026-02-03
TRIM
C
Donald Yacktman (Yacktman AM) trimmed CTSH
COGNIZANT TECHNOLOGY SOLUTIO
−316,003
~$83.00 · 2025Q4
2026-02-03
TRIM
C
Donald Yacktman (Yacktman AM) trimmed CMCSA
COMCAST CORP NEW
−7,500
~$29.89 · 2025Q4
2026-02-03
ADD
C
Donald Yacktman (Yacktman AM) added to CPRT
COPART INC
+24,975
~$39.15 · 2025Q4
2026-02-03
TRIM
B
Donald Yacktman (Yacktman AM) trimmed BK
BANK NEW YORK MELLON CORP
−28,993
~$116.09 · 2025Q4
2026-02-03
TRIM
C
Donald Yacktman (Yacktman AM) trimmed CNQ
CANADIAN NAT RES LTD
−2,133,091
~$33.85 · 2025Q4
2026-02-03
TRIM
K
Donald Yacktman (Yacktman AM) trimmed KO
COCA COLA CO
−27,583
~$69.91 · 2025Q4
2026-02-03
TRIM
A
Donald Yacktman (Yacktman AM) trimmed AWI
ARMSTRONG WORLD INDS INC NEW
−17,543
~$191.10 · 2025Q4
2026-02-03
TRIM
G
Donald Yacktman (Yacktman AM) trimmed GOLD
A-MARK PRECIOUS METALS INC
−2,000
~$34.05 · 2025Q4
2026-02-03
TRIM
G
Donald Yacktman (Yacktman AM) trimmed GOOG
ALPHABET INC
−36,606
~$313.80 · 2025Q4
2026-02-03
TRIM
U
Donald Yacktman (Yacktman AM) trimmed UHAL
AMERCO
−3,498
~$50.41 · 2025Q4
2026-02-03
TRIM
C
Donald Yacktman (Yacktman AM) trimmed COP
CONOCOPHILLIPS
−37,840
~$93.61 · 2025Q4
2026-02-03
ADD
C
Donald Yacktman (Yacktman AM) added to CRMT
AMERICAS CAR-MART INC
+22,000
~$25.26 · 2025Q4
2026-02-03
TRIM
E
Donald Yacktman (Yacktman AM) trimmed ELV
ANTHEM INC
−5,617
~$350.55 · 2025Q4
2026-02-03
TRIM
B
Donald Yacktman (Yacktman AM) trimmed BRK.B
BERKSHIRE HATHAWAY INC DEL
−7,323
~$502.65 · 2025Q4
2026-02-03
TRIM
U
Donald Yacktman (Yacktman AM) trimmed UHAL/B
U HAUL HOLDING COMPANY
−14,226
~$46.74 · 2025Q4
2026-02-03
TRIM
C
Donald Yacktman (Yacktman AM) trimmed CLX
CLOROX CO DEL
−10,900
~$100.83 · 2025Q4
2026-02-03
TRIM
D
Donald Yacktman (Yacktman AM) trimmed DVN
DEVON ENERGY CORP NEW
−88,855
~$36.63 · 2025Q4
2026-02-03