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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Donald Yacktman (Yacktman AM)
  • Overview
  • Portfolio72
  • Performance8Q
  • Options
  • Activity428
  • News
Capital flow per quarter
BuysSellsNet
+$1.44B+$718M$0-$718M-$1.44B'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$320M
Lifetime buys
$997M
Lifetime sells
$5.33B

Quarter activity

What changed in 2025Q4 - net new, added, trimmed, exited.
New positions3 names
  • EWYISHARES INC
    +1,144,611
    $111.3M
  • BILSPDR SER TR
    +167,893
    $15.3M
  • ULUNILEVER PLC
    +195,803
    $12.8M
Added to8 names
  • SPYSPDR S&P 500 ETF TR
    +27,624
    $18.8M
  • LEGHLEGACY HOUSING CORP
    +115,675
    $2.3M
  • CPRTCOPART INC
    +24,975
    $978K
  • EMBCEMBECTA CORP
    +71,209
    $846K
  • CRMTAMERICAS CAR-MART INC
    +22,000
    $556K
  • VRSKVERISK ANALYTICS INC
    +2,300
    $514K
  • MRSHMARSH & MCLENNAN COS INC
    +1,935
    $359K
  • FICOFAIR ISAAC CORP
    +210
    $355K
Trimmed49 names
  • WBDWARNER BROS DISCOVERY INC
    −5,555,477
    $160.1M
  • CNQCANADIAN NAT RES LTD
    −2,133,091
    $72.2M
  • MSFTMICROSOFT CORP
    −64,193
    $31.0M
  • CTSHCOGNIZANT TECHNOLOGY SOLUTIO
    −316,003
    $26.2M
  • SCHWSCHWAB CHARLES CORP
    −258,106
    $25.8M
  • FOXAFOX CORP
    −318,229
    $23.3M
  • STTSTATE STR CORP
    −138,305
    $17.8M
  • FOXFOX CORP
    −228,907
    $14.9M
  • GOOGALPHABET INC
    −36,606
    $11.5M
  • JNJJOHNSON & JOHNSON
    −34,588
    $7.2M
  • PEPPEPSICO INC
    −31,682
    $4.5M
  • EBAYEBAY INC.
    −44,708
    $3.9M
  • + 37 more…
Exited1 name
  • 904767UNILEVER PLC
    −235,669
    $14.0M

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

Donald Yacktman

Yacktman AM
Share
  • 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