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
Software & IT Services
Oil & Gas
Computers, Phones & Household Electronics
Personal & Household Products & Services
Investment Banking & Investment Services
Food & Tobacco
Automobiles & Auto Parts
Beverages
Freight & Logistics Services
Aerospace & Defense
Other
Holdings
2025Q2
2025Q2
2025Q1
2024Q4
2024Q3
2024Q2
2024Q1
2023Q4
2023Q3
2023Q2
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
Bollore Ord Shs (FR)
BOLL
11.57%
0.00
$1.25B
--
201.73M
Media & Publishing
2024-12-31
Samsung Electronics Non Voting Pref Shs (KR)
005935
7.37%
+110.00K
$794.93M
--
21.91M
Computers, Phones & Household Electronics
2025-06-30
Canadian Natural Resources Ord Shs (CA)
CNQ
6.45%
-5.14M
$695.99M
$694.78M
22.13M
Oil & Gas
2025-06-30
3.86%
-143.67K
$416.54M
$416.54M
4.57M
Investment Banking & Investment Services
2025-06-30
2.98%
-98.98K
$321.59M
$321.59M
2.02M
Personal & Household Products & Services
2025-06-30
9
Hyundai Mobis Ord Shs (KR)
012330
2.90%
0.00
$312.38M
--
1.49M
Automobiles & Auto Parts
2025-06-30
