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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'24Q2'24Q3'24Q4'25Q1
Latest · 2025Q1
-$981M
Lifetime buys
$733M
Lifetime sells
$3.84B

Quarter activity

What changed in 2025Q1 - net new, added, trimmed, exited.
New positions0 names
—
Added to9 names
  • OLNOLIN CORP
    +122,247
    $3.0M
  • PEPPEPSICO INC
    +10,434
    $1.6M
  • DARDARLING INGREDIENTS INC
    +28,643
    $895K
  • HSYHERSHEY CO
    +4,520
    $773K
  • DVNDEVON ENERGY CORP NEW
    +12,749
    $477K
  • CLXCLOROX CO DEL
    +1,600
    $236K
  • ELVANTHEM INC
    +435
    $189K
  • EAFEURGRAFTECH INTL LTD
    +59,216
    $52K
  • WBDWARNER BROS DISCOVERY INC
    +1,737
    $19K
Trimmed45 names
  • STTSTATE STR CORP
    −1,190,476
    $106.6M
  • WFCWELLS FARGO CO NEW
    −903,324
    $64.8M
  • EOGEOG RES INC
    −481,224
    $61.7M
  • GSGOLDMAN SACHS GROUP INC
    −101,321
    $55.4M
  • FANGDIAMONDBACK ENERGY INC
    −336,506
    $53.8M
  • BKBANK NEW YORK MELLON CORP
    −639,756
    $53.7M
  • CNQCANADIAN NAT RES LTD
    −1,667,178
    $51.3M
  • BRK.BBERKSHIRE HATHAWAY INC DEL
    −95,014
    $50.6M
  • CSCOCISCO SYS INC
    −736,830
    $45.5M
  • GOOGALPHABET INC
    −290,715
    $45.4M
  • CTSHCOGNIZANT TECHNOLOGY SOLUTIO
    −564,894
    $43.2M
  • FOXAFOX CORP
    −714,557
    $40.4M
  • + 33 more…
Exited1 name
  • GLWCORNING INC
    −852,000
    $40.5M

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