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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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  3. Donald Yacktman (Yacktman AM)
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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

Not enough filing history to compute mark-to-market returns for Donald Yacktman.

We need at least one year of portfolio coverage with priceable positions.

Performance overview

We mark Donald Yacktman (Yacktman AM)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY). Donald’s portfolio is 17.4% since 2024Q1.

Portfolio growth vs SPY
Rebased to 100 at 2024Q1 · through 2025Q4
Donald Yacktman
+15.3%
SPY
+33.2%
Alpha
-17.9pp
911031141261372024Q12024Q42025Q4
Portfolio line is the GIPS-compliant time-weighted return chain-linked across the manager's quarterly 13F filings — unaffected by capital flows. Quarters with insufficient held-through coverage are skipped, which can briefly flatten the line.
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
Portfolio over time
AUMPositions
$0$3.67B$7.34B$11.12B7370'24Q1'24Q4'25Q4
QoQ AUM
-1.6%
8Q lifetime AUM
-35.8%
QoQ positions
+2
8Q lifetime positions
-1
Position concentration
72 positions
Top 1
9%
of book
  • Top 19%$635.5MCNQ
  • Top 2-522%$1.58BMSFT, SCHW, FOX
  • Top 6-1019%$1.34BPEP, PG, UHAL/B
  • Top 11-2022%$1.59BRS, NWSA, BRK.B
  • Rest28%$2.00BRest of port