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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)
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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

Holdings

Sorted by value · 2024Q1
73 positions
1
C
CNQCANADIAN NAT RES LTD
Energy·Oil & Gas E&P
10.32%
of portfolio
Number of shares
15,037,911 sh
Holdings current value
$1.15B
Avg closing price
$56.39
-19.4%
Last action
Trimmed 12.4%
2025Q4
Current $45.43
2
M
MSFTMICROSOFT CORP
Technology·Software - Infrastructure
6.01%
of portfolio
Number of shares
1,589,290 sh
Holdings current value
$668.65M
Avg closing price
$420.72
-1.2%
Last action
Trimmed 3.9%
2025Q4
Current $415.75
3
G
GOOGALPHABET INC
Communication Services·Internet Content & Information
5.00%
of portfolio
Number of shares
3,653,677 sh
Holdings current value
$556.31M
Avg closing price
$152.26
+121.8%
Last action
Trimmed 1.0%
2025Q4
Current $337.75
4
U
UHAL/BU HAUL HOLDING COMPANY
4.27%
of portfolio
Number of shares
7,116,453 sh
Holdings current value
$474.53M
Avg closing price
$66.68
Last action
Trimmed 0.2%
2025Q4
Current —
5
S
SCHWSCHWAB CHARLES CORP
Financial Services·Capital Markets
4.09%
of portfolio
Number of shares
6,280,994 sh
Holdings current value
$454.37M
Avg closing price
$72.34
+22.9%
Last action
Trimmed 3.9%
2025Q4
Current $88.92
6
P
PEPPEPSICO INC
Consumer Defensive·Beverages - Non-Alcoholic
3.92%
of portfolio
Number of shares
2,487,760 sh
Holdings current value
$435.38M
Avg closing price
$174.88
-11.0%
Last action
Trimmed 1.3%
2025Q4
Current $155.70
7
P
PGPROCTER AND GAMBLE CO
Consumer Defensive·Household & Personal Products
3.59%
of portfolio
Number of shares
2,461,850 sh
Holdings current value
$399.44M
Avg closing price
$162.25
-10.2%
Last action
Trimmed 0.9%
2025Q4
Current $145.71
8
N
NWSANEWS CORP NEW
Communication Services·Entertainment
3.44%
of portfolio
Number of shares
14,593,521 sh
Holdings current value
$382.06M
Avg closing price
$26.18
+0.5%
Last action
Trimmed 0.6%
2025Q4
Current $26.31
9
C
CTSHCOGNIZANT TECHNOLOGY SOLUTIO
Technology·Information Technology Services
3.25%
of portfolio
Number of shares
4,925,723 sh
Holdings current value
$361.01M
Avg closing price
$73.29
-24.8%
Last action
Trimmed 6.0%
2025Q4
Current $55.10
10
R
RSRELIANCE STEEL & ALUMINUM CO
Basic Materials·Steel
2.99%
of portfolio
Number of shares
996,402 sh
Holdings current value
$332.98M
Avg closing price
$334.18
+3.1%
Last action
Trimmed 1.0%
2025Q4
Current $344.55
11
F
FANGDIAMONDBACK ENERGY INC
Energy·Oil & Gas E&P
2.61%
of portfolio
Number of shares
1,463,985 sh
Holdings current value
$290.12M
Avg closing price
$195.24
+0.2%
Last action
Trimmed 1.2%
2025Q4
Current $195.59
12
B
BRK.BBERKSHIRE HATHAWAY INC DEL
2.56%
of portfolio
Number of shares
676,582 sh
Holdings current value
$284.52M
Avg closing price
$420.33
+11.9%
Last action
Trimmed 1.1%
2025Q4
Current $470.55
13
S
STTSTATE STR CORP
Financial Services·Asset Management
2.36%
of portfolio
Number of shares
3,394,316 sh
Holdings current value
$262.45M
Avg closing price
$77.32
+95.6%
Last action
Trimmed 3.9%
2025Q4
Current $151.25
14
I
INGRINGREDION INC
Consumer Defensive·Packaged Foods
2.32%
of portfolio
Number of shares
2,206,399 sh
Holdings current value
$257.82M
Avg closing price
$116.85
-3.4%
Last action
Trimmed 0.8%
2025Q4
Current $112.89
15
O
OLNOLIN CORP
Basic Materials·Chemicals
2.27%
of portfolio
Number of shares
4,293,188 sh
Holdings current value
$252.44M
Avg closing price
$57.38
-54.3%
Last action
Trimmed 1.2%
2025Q4
Current $26.22
16
F
FOXFOX CORP
Communication Services·Entertainment
2.25%
of portfolio
Number of shares
8,732,038 sh
Holdings current value
$249.91M
Avg closing price
$28.62
+101.7%
Last action
Trimmed 2.6%
2025Q4
Current $57.74
17
J
JNJJOHNSON & JOHNSON
Healthcare·Drug Manufacturers - General
2.15%
of portfolio
Number of shares
1,514,714 sh
Holdings current value
$239.61M
Avg closing price
$158.19
+45.8%
Last action
Trimmed 2.2%
2025Q4
Current $230.65
18
C
COPCONOCOPHILLIPS
Energy·Oil & Gas E&P
2.08%
of portfolio
Number of shares
1,815,948 sh
Holdings current value
$231.13M
Avg closing price
$124.30
+0.1%
Last action
Trimmed 2.0%
2025Q4
Current $124.37
19
E
EOGEOG RES INC
Energy·Oil & Gas E&P
2.06%
of portfolio
Number of shares
1,789,272 sh
Holdings current value
$228.74M
Avg closing price
$127.35
+5.1%
Last action
Trimmed 1.8%
2025Q4
Current $133.87
20
B
BKBANK NEW YORK MELLON CORP
Financial Services·Banks - Diversified
1.93%
of portfolio
Number of shares
3,717,211 sh
Holdings current value
$214.19M
Avg closing price
$57.62
+135.0%
Last action
Trimmed 0.8%
2025Q4
Current $135.42
21
D
DISDISNEY WALT CO
Communication Services·Entertainment
1.81%
of portfolio
Number of shares
1,646,882 sh
Holdings current value
$201.51M
Avg closing price
$122.36
-15.3%
Last action
Trimmed 1.4%
2025Q4
Current $103.65
22
E
ELVANTHEM INC
Healthcare·Healthcare Plans
1.75%
of portfolio
Number of shares
374,620 sh
Holdings current value
$194.26M
Avg closing price
$518.43
-33.2%
Last action
Trimmed 1.5%
2025Q4
Current $346.29
23
N
NOCNORTHROP GRUMMAN CORP
Industrials·Aerospace & Defense
1.67%
of portfolio
Number of shares
387,219 sh
Holdings current value
$185.35M
Avg closing price
$478.66
+22.8%
Last action
Trimmed 1.0%
2025Q4
Current $587.66
24
T
TSNTYSON FOODS INC
Consumer Defensive·Farm Products
1.63%
of portfolio
Number of shares
3,088,118 sh
Holdings current value
$181.37M
Avg closing price
$58.73
+11.1%
Last action
Trimmed 1.9%
2025Q4
Current $65.23
25
D
DVNDEVON ENERGY CORP NEW
Energy·Oil & Gas E&P
1.50%
of portfolio
Number of shares
3,321,902 sh
Holdings current value
$166.69M
Avg closing price
$49.93
-3.6%
Last action
Trimmed 2.6%
2025Q4
Current $48.15
26
K
KOCOCA COLA CO
Consumer Defensive·Beverages - Non-Alcoholic
1.42%
of portfolio
Number of shares
2,588,447 sh
Holdings current value
$158.36M
Avg closing price
$61.18
+24.7%
Last action
Trimmed 1.1%
2025Q4
Current $76.28
27
E
EBAYEBAY INC.
Consumer Cyclical·Internet Retail
1.40%
of portfolio
Number of shares
2,951,932 sh
Holdings current value
$155.80M
Avg closing price
$52.78
+95.9%
Last action
Trimmed 1.5%
2025Q4
Current $103.40
28
L
LMTLOCKHEED MARTIN CORP
Industrials·Aerospace & Defense
1.36%
of portfolio
Number of shares
331,563 sh
Holdings current value
$150.82M
Avg closing price
$454.87
+16.5%
Last action
Trimmed 0.7%
2025Q4
Current $529.79
29
W
WFCWELLS FARGO CO NEW
Financial Services·Banks - Diversified
1.32%
of portfolio
Number of shares
2,540,840 sh
Holdings current value
$147.27M
Avg closing price
$57.96
+38.9%
Last action
Trimmed 0.9%
2025Q4
Current $80.51
30
B
BKNGBOOKING HOLDINGS INC
Consumer Cyclical·Travel Services
1.28%
of portfolio
Number of shares
39,221 sh
Holdings current value
$142.29M
Avg closing price
$3628
-95.1%
Last action
Exited
2025Q3
Current $176.75
31
L
LHXL3HARRIS TECHNOLOGIES INC
Industrials·Aerospace & Defense
1.25%
of portfolio
Number of shares
651,418 sh
Holdings current value
$138.82M
Avg closing price
$213.10
+55.0%
Last action
Trimmed 1.3%
2025Q4
Current $330.22
32
A
AWIARMSTRONG WORLD INDS INC NEW
Industrials·Building Products & Equipment
1.24%
of portfolio
Number of shares
1,111,381 sh
Holdings current value
$138.06M
Avg closing price
$124.22
+44.4%
Last action
Trimmed 1.6%
2025Q4
Current $179.38
33
K
KVUEKENVUE INC
Consumer Defensive·Household & Personal Products
1.21%
of portfolio
Number of shares
6,265,316 sh
Holdings current value
$134.45M
Avg closing price
$20.77
-15.8%
Last action
Trimmed 1.3%
2025Q4
Current $17.49
34
K
KELKELLOGG CO
1.10%
of portfolio
Number of shares
2,131,403 sh
Holdings current value
$122.11M
Avg closing price
$57.29
Last action
Exited
2024Q3
Current —
35
S
SYYSYSCO CORP
Consumer Defensive·Food Distribution
1.08%
of portfolio
Number of shares
1,482,308 sh
Holdings current value
$120.33M
Avg closing price
$81.18
-6.6%
Last action
Trimmed 1.9%
2025Q4
Current $75.81
36
O
ORCLORACLE CORP
Technology·Software - Infrastructure
1.03%
of portfolio
Number of shares
910,035 sh
Holdings current value
$114.31M
Avg closing price
$125.61
+40.3%
Last action
Exited
2025Q3
Current $176.28
37
C
CLCOLGATE PALMOLIVE CO
Consumer Defensive·Household & Personal Products
0.97%
of portfolio
Number of shares
1,194,200 sh
Holdings current value
$107.54M
Avg closing price
$90.05
-7.0%
Last action
Trimmed 0.5%
2025Q4
Current $83.72
38
D
DARDARLING INGREDIENTS INC
Consumer Defensive·Packaged Foods
0.79%
of portfolio
Number of shares
1,882,183 sh
Holdings current value
$87.54M
Avg closing price
$46.23
+31.8%
Last action
Trimmed 4.9%
2025Q4
Current $60.94
39
F
FOXAFOX CORP
Communication Services·Entertainment
0.73%
of portfolio
Number of shares
2,600,868 sh
Holdings current value
$81.33M
Avg closing price
$31.27
+106.4%
Last action
Trimmed 10.9%
2025Q4
Current $64.53
40
P
PXDEURPIONEER NAT RES CO
0.73%
of portfolio
Number of shares
307,400 sh
Holdings current value
$80.69M
Avg closing price
$262.50
Last action
Exited
2024Q2
Current —
41
G
GSGOLDMAN SACHS GROUP INC
Financial Services·Capital Markets
0.72%
of portfolio
Number of shares
190,457 sh
Holdings current value
$79.55M
Avg closing price
$417.69
+123.0%
Last action
Trimmed 1.0%
2025Q4
Current $931.30
42
W
WBDWARNER BROS DISCOVERY INC
Communication Services·Entertainment
0.63%
of portfolio
Number of shares
8,051,804 sh
Holdings current value
$70.29M
Avg closing price
$8.71
+208.7%
Last action
Trimmed 40.8%
2025Q4
Current $26.90
43
C
CMCSACOMCAST CORP NEW
Communication Services·Telecom Services
0.56%
of portfolio
Number of shares
1,428,500 sh
Holdings current value
$61.93M
Avg closing price
$43.35
-27.0%
Last action
Trimmed 0.5%
2025Q4
Current $31.64
44
C
CSCOCISCO SYS INC
Technology·Communication Equipment
0.55%
of portfolio
Number of shares
1,223,484 sh
Holdings current value
$61.06M
Avg closing price
$49.91
+77.5%
Last action
Trimmed 1.6%
2025Q4
Current $88.59
45
G
GLWCORNING INC
Technology·Electronic Components
0.35%
of portfolio
Number of shares
1,185,500 sh
Holdings current value
$39.07M
Avg closing price
$32.96
+414.3%
Last action
Exited
2025Q1
Current $169.50
46
E
EMBCEMBECTA CORP
Healthcare·Medical Instruments & Supplies
0.34%
of portfolio
Number of shares
2,816,428 sh
Holdings current value
$37.37M
Avg closing price
$13.20
-30.7%
Last action
Added 2.6%
2025Q4
Current $9.15
47
M
MASMASCO CORP
Industrials·Building Products & Equipment
0.33%
of portfolio
Number of shares
463,472 sh
Holdings current value
$36.56M
Avg closing price
$78.88
-4.4%
Last action
Trimmed 4.0%
2025Q4
Current $75.40
48
U
UHALAMERCO
Industrials·Rental & Leasing Services
0.29%
of portfolio
Number of shares
471,883 sh
Holdings current value
$31.87M
Avg closing price
$67.54
-21.1%
Last action
Trimmed 0.7%
2025Q4
Current $53.29
49
M
MUMICRON TECHNOLOGY INC
Technology·Semiconductors
0.25%
of portfolio
Number of shares
240,000 sh
Holdings current value
$28.29M
Avg closing price
$117.89
+308.6%
Last action
Exited
2024Q3
Current $481.72
50
F
FHBFIRST HAWAIIAN INC
Financial Services·Banks - Regional
0.20%
of portfolio
Number of shares
996,524 sh
Holdings current value
$21.88M
Avg closing price
$21.96
+22.8%
Last action
Exited
2024Q3
Current $26.96
51
E
EAFEURGRAFTECH INTL LTD
0.18%
of portfolio
Number of shares
14,654,465 sh
Holdings current value
$20.22M
Avg closing price
$1.37
Last action
Exited
2025Q3
Current —
52
9
904767704UNILEVER PLC
0.14%
of portfolio
Number of shares
299,630 sh
Holdings current value
$15.04M
Avg closing price
$50.19
Last action
Exited
2025Q4
Current —
53
N
NWSNEWS CORP NEW
Communication Services·Entertainment
0.13%
of portfolio
Number of shares
526,032 sh
Holdings current value
$14.23M
Avg closing price
$27.06
+12.3%
Last action
Trimmed 0.0%
2025Q1
Current $30.40
54
X
XOMEXXON MOBIL CORP
Energy·Oil & Gas Integrated
0.13%
of portfolio
Number of shares
120,400 sh
Holdings current value
$14.00M
Avg closing price
$115.95
+29.8%
Last action
Exited
2025Q3
Current $150.53
55
B
BRK.ABERKSHIRE HATHAWAY INC DEL
0.08%
of portfolio
Number of shares
14 sh
Holdings current value
$8.88M
Avg closing price
$638223
+10.6%
Last action
Exited
2025Q3
Current $706165
56
T
TDYTELEDYNE TECHNOLOGIES INC
Technology·Scientific & Technical Instruments
0.06%
of portfolio
Number of shares
16,500 sh
Holdings current value
$7.08M
Avg closing price
$429.32
+51.8%
Last action
Trimmed 1.8%
2025Q4
Current $651.75
57
M
MAMASTERCARD INCORPORATED
Financial Services·Credit Services
0.05%
of portfolio
Number of shares
11,130 sh
Holdings current value
$5.36M
Avg closing price
$485.29
+3.5%
Last action
Added 5.1%
2025Q2
Current $502.38
58
C
CLXCLOROX CO DEL
Consumer Defensive·Household & Personal Products
0.04%
of portfolio
Number of shares
31,100 sh
Holdings current value
$4.76M
Avg closing price
$139.17
-29.8%
Last action
Trimmed 26.0%
2025Q4
Current $97.66
59
H
HSYHERSHEY CO
Consumer Defensive·Confectioners
0.04%
of portfolio
Number of shares
21,950 sh
Holdings current value
$4.27M
Avg closing price
$182.93
+5.0%
Last action
Exited
2025Q3
Current $192.10
60
G
G0403H108AON PLC
0.04%
of portfolio
Number of shares
11,670 sh
Holdings current value
$3.89M
Avg closing price
$335.94
Last action
Added 11.9%
2025Q2
Current —
61
V
VZVERIZON COMMUNICATIONS INC
Communication Services·Telecom Services
0.03%
of portfolio
Number of shares
85,000 sh
Holdings current value
$3.57M
Avg closing price
$41.96
+12.5%
Last action
Trimmed 11.5%
2025Q3
Current $47.22
62
L
LEGHLEGACY HOUSING CORP
Consumer Cyclical·Residential Construction
0.03%
of portfolio
Number of shares
160,000 sh
Holdings current value
$3.44M
Avg closing price
$20.26
+5.9%
Last action
Added 261.0%
2025Q4
Current $21.46
63
S
SPYSPDR S&P 500 ETF TRETF
0.03%
of portfolio
Number of shares
5,951 sh
Holdings current value
$3.11M
Avg closing price
$669.91
+5.8%
Last action
Added
2025Q4
Current $708.45
64
M
MCOMOODYS CORP
Financial Services·Financial Data & Stock Exchanges
0.03%
of portfolio
Number of shares
7,670 sh
Holdings current value
$3.01M
Avg closing price
$434.58
+4.1%
Last action
Added 163.1%
2025Q2
Current $452.35
65
C
CRMTAMERICAS CAR-MART INC
Consumer Cyclical·Auto & Truck Dealerships
0.02%
of portfolio
Number of shares
35,000 sh
Holdings current value
$2.24M
Avg closing price
$30.96
-59.2%
Last action
Added 169.2%
2025Q4
Current $12.62
66
A
AMPYAMPLIFY ENERGY CORP NEW
Energy·Oil & Gas E&P
0.01%
of portfolio
Number of shares
235,000 sh
Holdings current value
$1.55M
Avg closing price
$5.90
-0.2%
Last action
Trimmed 4.1%
2025Q3
Current $5.89
67
G
GOLDA-MARK PRECIOUS METALS INC
Financial Services·Capital Markets
0.01%
of portfolio
Number of shares
45,000 sh
Holdings current value
$1.38M
Avg closing price
$30.69
+52.8%
Last action
Trimmed 4.3%
2025Q4
Current $46.90
68
R
RDIREADING INTL INC
0.01%
of portfolio
Number of shares
500,000 sh
Holdings current value
$920.0K
Avg closing price
$1.84
-38.0%
Last action
Trimmed 2.0%
2025Q4
Current $1.14
69
N
NTRSNORTHERN TR CORP
Financial Services·Asset Management
0.01%
of portfolio
Number of shares
9,500 sh
Holdings current value
$844.7K
Avg closing price
$88.92
+86.0%
Last action
—
Current $165.39
70
P
PMPHILIP MORRIS INTL INC
Consumer Defensive·Tobacco
0.01%
of portfolio
Number of shares
7,301 sh
Holdings current value
$668.9K
Avg closing price
$91.62
+84.7%
Last action
Trimmed 5.2%
2025Q3
Current $169.19
71
C
CATOCATO CORP NEW
0.01%
of portfolio
Number of shares
105,445 sh
Holdings current value
$608.4K
Avg closing price
$5.77
-50.3%
Last action
—
Current $2.87
72
M
MOALTRIA GROUP INC
Consumer Defensive·Tobacco
0.00%
of portfolio
Number of shares
5,800 sh
Holdings current value
$253.0K
Avg closing price
$43.62
+53.9%
Last action
Trimmed 10.8%
2025Q3
Current $67.15
73
V
VVISA INC
Financial Services·Credit Services
0.00%
of portfolio
Number of shares
732 sh
Holdings current value
$204.3K
Avg closing price
$279.08
+10.7%
Last action
New holding
2024Q3
Current $308.88

Portfolio heatmap

Box size = % of portfolio · color = return since filing
CNQ
10.32% · -40.5%
MSFT
6.01% · -1.2%
GOOG
5.00% · +121.8%
UHAL/B
4.27%
SCHW
4.09% · +22.9%
PEP
3.92% · -11.0%
PG
3.59% · -10.2%
NWSA
3.44% · +0.5%
CTSH
3.25% · -24.8%
RS
2.99% · +3.1%
FANG
2.61% · -1.3%
BRK.B
2.56% · +11.9%
STT
2.36% · +95.6%
INGR
2.32% · -3.4%
OLN
2.27% · -55.4%
FOX
2.25% · +101.7%
JNJ
2.15% · +45.8%
COP
2.08% · -2.3%
EOG
2.06% · +4.7%
BK
1.93% · +135.0%
DIS
1.81% · -15.3%
ELV
1.75% · -33.2%
NOC
1.67% · +22.8%
TSN
1.63% · +11.1%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Energy7 pos$2.08B20.6%
  • Consumer Defensive13 pos$1.89B18.7%
  • Communication Services9 pos$1.62B16.0%
  • Technology7 pos$1.28B12.7%
  • Financial Services11 pos$1.19B11.8%
  • Industrials6 pos$681.5M6.7%
  • Basic Materials2 pos$585.4M5.8%
  • Healthcare3 pos$471.2M4.7%
  • Consumer Cyclical4 pos$303.8M3.0%
(9.1% unclassified, excluded from %)