Donald Yacktman
Yacktman Asset Management
Yacktman Asset Management is an Austin, Texas-based investment firm with a focus on value equity investing. It employs an objective, patient, and diligent investment approach and seeks to achieve superior investment returns over a full market cycle.
Latest Changes
Indicators
Latest (2025Q3)
Previous (2025Q2)
Change
Mkt Value (report date)
10.38B
10.40B
-0.20%
Shares Held
171
165
+3.64%
Buys
11
11
0.00%
Sells
83
86
-3.49%
Sector Allocation
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Watchlist
Samsung Electronics Non Voting Pref Shs (KR)
005935
10.54%
-3.80M
$1.09B
--
17.64M
2025-12-31
Bollore Ord Shs (FR)
BOLL
8.70%
-40.11M
$902.79M
--
161.62M
2025-10-16
Canadian Natural Resources Ord Shs (CA)
CNQ
6.13%
-2.13M
$636.02M
$600.06M
18.78M
2025-12-31
6
Hyundai Mobis Ord Shs (KR)
012330
3.66%
-20.00K
$379.93M
--
1.47M
2025-12-31
Latest Trades
No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Watchlist
Samsung Electronics Non Voting Pref Shs (KR)
005935
Sell
-3.80M
-17.70%
17.64M
$1.09B
2025-12-31
Canadian Natural Resources Ord Shs (CA)
CNQ
Sell
-2.13M
-10.20%
18.78M
$636.02M
2025-12-31
4
Samsung Electronics Ord Shs (KR)
005930
Exit
-1.40M
-100.00%
0.00
$0.00
2025-12-31
6
Horizon Oil Ord Shs (AU)
HZN
Sell
-500.00K
-9.50%
4.75M
$651.83K
2025-12-31
9
Samsung C&t Ord Shs (KR)
028260
Sell
-262.87K
-17.70%
1.22M
$202.67M
2025-12-31
