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.
Stock Trading
All
Buys
Sells
No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Watchlist
Avantor Inc (US)
AVTR
New
+4.75M
+50.00%
4.75M
$37.20M
2026-03-31
PayPal Holdings Inc (US)
PYPL
New
+2.29M
+50.00%
2.29M
$103.61M
2026-03-31
Canadian Natural Resources Ord Shs (CA)
CNQ
Sell
-2.23M
-11.80%
16.54M
$806.29M
2026-03-31
4
Warner Bros Discovery Inc (US)
WBD
Exit
-1.78M
-100.00%
0.00
$0.00
2026-03-31
5
Bellring Brands Inc (US)
BRBR
New
+1.50M
+50.00%
1.50M
$24.10M
2026-03-31
6
Embecta Corp (US)
EMBC
Buy
+1.41M
+27.70%
3.67M
$32.46M
2026-03-31
7
Legacy Housing Corp (US)
LEGH
Buy
+530.00K
+42.80%
705.67K
$14.42M
2026-03-31
8
U-Haul Holding Co (US)
UHALb
Buy
+260.94K
+4.10%
6.05M
$270.18M
2026-03-31
9
Factset Research Systems Inc (US)
FDS
New
+225.87K
+50.00%
225.87K
$49.01M
2026-03-31
10
Olin Corp (US)
OLN
Buy
+169.89K
+3.90%
4.09M
$121.66M
2026-03-31
