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.
Shares Held
Asset Size
% Top 10
164
$10.40B
48.58%
Latest2025Q3
Top Buys4095 (JP)
Top SellsBOLL (FR)
Latest Changes
Indicators
Latest (2025Q3)
Previous (2025Q2)
Change
Mkt Value (report date)
10.40B
10.40B
+0.01%
Shares Held
164
165
-0.61%
Buys
11
11
0.00%
Sells
87
86
+1.16%
Sector Allocation
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Samsung Electronics Non Voting Pref Shs (KR)
005935
9.78%
-470.00K
$1.02B
--
21.44M
2025-09-30
Bollore Ord Shs (FR)
BOLL
8.68%
-40.11M
$902.79M
--
161.62M
2025-10-16
Canadian Natural Resources Ord Shs (CA)
CNQ
6.43%
-1.22M
$668.41M
$668.24M
20.91M
2025-09-30
7
Hyundai Mobis Ord Shs (KR)
012330
3.04%
0.00
$316.65M
--
1.49M
2025-09-30
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
$902.79M
2025-10-16
Canadian Natural Resources Ord Shs (CA)
CNQ
Sell
-1.22M
-5.50%
20.91M
$668.41M
2025-09-30
Brenntag Ord Shs (DE)
BNRGn
Sell
-950.00K
-44.90%
1.17M
$69.53M
2025-09-30
4
Texhong International Group Ord Shs (HK)
2678
Sell
-700.00K
-30.40%
1.60M
$1.01M
2025-09-30
6
Nihon Parkerizing Ord Shs (JP)
4095
Buy
+570.00K
+17.40%
2.69M
$24.77M
2025-09-30
7
Horizon Oil Ord Shs (AU)
HZN
Sell
-500.00K
-8.60%
5.25M
$759.41K
2025-09-30
8
Samsung Electronics Non Voting Pref Shs (KR)
005935
Sell
-470.00K
-2.10%
21.44M
$1.02B
2025-09-30
10
KT&G Ord Shs (KR)
033780
Sell
-455.00K
-28.70%
1.13M
$107.84M
2025-09-30
