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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/
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  3. Donald Yacktman (Yacktman AM)
  • Overview
  • Portfolio72
  • Performance8Q
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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'24Q2'24Q3'24Q4
Latest · 2024Q4
-$1.04B
Lifetime buys
$726M
Lifetime sells
$2.86B

Quarter activity

What changed in 2024Q4 - net new, added, trimmed, exited.
New positions0 names
—
Added to4 names
  • EOGEOG RES INC
    +168,723
    $20.7M
  • COPCONOCOPHILLIPS
    +199,710
    $19.8M
  • FANGDIAMONDBACK ENERGY INC
    +118,603
    $19.4M
  • SPYSPDR S&P 500 ETF TR
    +31,472
    $18.4M
Trimmed54 names
  • BKNGBOOKING HOLDINGS INC
    −32,816
    $163.0M
  • BKBANK NEW YORK MELLON CORP
    −1,533,754
    $117.8M
  • GOOGALPHABET INC
    −434,082
    $82.7M
  • NWSANEWS CORP NEW
    −2,885,358
    $79.5M
  • ORCLORACLE CORP
    −474,303
    $79.0M
  • DVNDEVON ENERGY CORP NEW
    −1,753,305
    $57.4M
  • WFCWELLS FARGO CO NEW
    −777,150
    $54.6M
  • STTSTATE STR CORP
    −539,901
    $53.0M
  • BRK.BBERKSHIRE HATHAWAY INC DEL
    −111,390
    $50.5M
  • CTSHCOGNIZANT TECHNOLOGY SOLUTIO
    −555,266
    $42.7M
  • NOCNORTHROP GRUMMAN CORP
    −84,990
    $39.9M
  • SCHWSCHWAB CHARLES CORP
    −530,211
    $39.2M
  • + 42 more…
Exited0 names
—

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