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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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  • 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'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3
Latest · 2025Q3
-$536M
Lifetime buys
$833M
Lifetime sells
$4.84B

Quarter activity

What changed in 2025Q3 - net new, added, trimmed, exited.
New positions6 names
  • EAFGRAFTECH INTL LTD
    +1,068,938
    $13.7M
  • FICOFAIR ISAAC CORP
    +2,534
    $3.8M
  • MRSHMARSH & MCLENNAN COS INC
    +17,345
    $3.5M
  • CPRTCOPART INC
    +75,195
    $3.4M
  • VRSKVERISK ANALYTICS INC
    +13,160
    $3.3M
  • GOLDA-MARK PRECIOUS METALS INC
    +9,000
    $233K
Added to4 names
  • UNHUNITEDHEALTH GROUP INC
    +45,588
    $15.7M
  • CRMTAMERICAS CAR-MART INC
    +122,000
    $3.6M
  • CLXCLOROX CO DEL
    +13,785
    $1.7M
  • SPYSPDR S&P 500 ETF TR
    +964
    $642K
Trimmed51 names
  • EBAYEBAY INC.
    −460,645
    $41.9M
  • MSFTMICROSOFT CORP
    −77,246
    $40.0M
  • CNQCANADIAN NAT RES LTD
    −1,218,366
    $38.9M
  • TLNTALEN ENERGY CORP
    −83,600
    $35.6M
  • SCHWSCHWAB CHARLES CORP
    −370,728
    $35.4M
  • LHXL3HARRIS TECHNOLOGIES INC
    −102,861
    $31.4M
  • GOOGALPHABET INC
    −114,644
    $27.9M
  • FOXFOX CORP
    −427,704
    $24.5M
  • NWSANEWS CORP NEW
    −697,403
    $21.4M
  • AWIARMSTRONG WORLD INDS INC NEW
    −102,050
    $20.0M
  • STTSTATE STR CORP
    −156,644
    $18.2M
  • INGRINGREDION INC
    −135,400
    $16.5M
  • + 39 more…
Exited6 names
  • ORCLORACLE CORP
    −105,828
    $23.1M
  • EAFEURGRAFTECH INTL LTD
    −10,826,186
    $10.5M
  • BRK.ABERKSHIRE HATHAWAY INC DEL
    −13
    $9.5M
  • BKNGBOOKING HOLDINGS INC
    −1,115
    $6.5M
  • HSYHERSHEY CO
    −38,250
    $6.3M
  • XOMEXXON MOBIL CORP
    −16,400
    $1.8M

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