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)
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
Investment Banking & Investment Services
Automobiles & Auto Parts
Personal & Household Products & Services
Food & Tobacco
Beverages
Aerospace & Defense
Freight & Logistics Services
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
Samsung Electronics Non Voting Pref Shs (KR)
005935
9.78%
-470.00K
$1.02B
--
21.44M
Computers, Phones & Household Electronics
2025-09-30
Bollore Ord Shs (FR)
BOLL
8.68%
-40.11M
$902.79M
--
161.62M
Media & Publishing
2025-10-16
Canadian Natural Resources Ord Shs (CA)
CNQ
6.43%
-1.22M
$668.41M
$668.24M
20.91M
Oil & Gas
2025-09-30
3.85%
-370.73K
$400.46M
$400.46M
4.19M
Investment Banking & Investment Services
2025-09-30
7
Hyundai Mobis Ord Shs (KR)
012330
3.04%
0.00
$316.65M
--
1.49M
Automobiles & Auto Parts
2025-09-30
2.87%
-76.62K
$298.37M
$298.37M
1.94M
Personal & Household Products & Services
2025-09-30
2.84%
-184.84K
$295.30M
$295.30M
5.80M
Freight & Logistics Services
2025-09-30
