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.
Sector Allocation
Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Media & Publishing
Oil & Gas
Computers, Phones & Household Electronics
Software & IT Services
Automobiles & Auto Parts
Food & Tobacco
Investment Banking & Investment Services
Personal & Household Products & Services
Beverages
Aerospace & Defense
Pharmaceuticals
Other
Holdings
2025Q3
2025Q3
2025Q2
2025Q1
2024Q4
2024Q3
2024Q2
2024Q1
2023Q4
2023Q3
2023Q2
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
Watchlist
Samsung Electronics Non Voting Pref Shs (KR)
005935
10.18%
-3.80M
$1.09B
--
17.64M
Computers, Phones & Household Electronics
2025-12-31
Bollore Ord Shs (FR)
BOLL
8.40%
-40.11M
$902.79M
--
161.62M
Media & Publishing
2025-10-16
Canadian Natural Resources Ord Shs (CA)
CNQ
7.50%
-2.23M
$806.29M
$528.67M
16.54M
Oil & Gas
2026-03-31
4
Hyundai Mobis Ord Shs (KR)
012330
3.54%
-20.00K
$379.93M
--
1.47M
Automobiles & Auto Parts
2025-12-31
3.42%
-31.68K
$366.98M
$372.80M
3.90M
Investment Banking & Investment Services
2026-03-31
