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 (2025Q2)
Previous (2025Q1)
Change
Mkt Value (report date)
10.70B
10.71B
-0.09%
Shares Held
159
159
0.00%
Buys
15
10
+50.00%
Sells
77
79
-2.53%
Sector Allocation
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Samsung Electronics Non Voting Pref Shs (KR)
005935
9.64%
-170.00K
$1.03B
--
21.74M
2025-09-30
Bollore Ord Shs (FR)
BOLL
8.47%
-40.11M
$905.63M
--
161.62M
2025-10-16
Canadian Natural Resources Ord Shs (CA)
CNQ
6.51%
-5.14M
$695.99M
$694.78M
22.13M
2025-06-30
9
Hyundai Mobis Ord Shs (KR)
012330
2.92%
0.00
$312.38M
--
1.49M
2025-06-30
Latest Trades
No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Bollore Ord Shs (FR)
BOLL
Sell
-40.11M
-19.80%
161.62M
$905.63M
2025-10-16
Samsung Electronics Non Voting Pref Shs (KR)
005935
Sell
-170.00K
-0.70%
21.74M
$1.03B
2025-09-30
Samsung C&t Ord Shs (KR)
028260
Sell
-16.80K
-1.00%
1.55M
$204.40M
2025-09-30
4
Canadian Natural Resources Ord Shs (CA)
CNQ
Sell
-5.14M
-18.80%
22.13M
$695.99M
2025-06-30
5
KT&G Ord Shs (KR)
033780
Sell
-655.00K
-29.20%
1.58M
$148.35M
2025-06-30
6
Omni Bridgeway Ord Shs (AU)
OBL
Sell
-521.92K
-17.90%
2.38M
$2.08M
2025-06-30
8
Brenntag Ord Shs (DE)
BNRGn
Sell
-350.00K
-14.10%
2.12M
$139.29M
2025-06-30
