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
Buy
+4.75M
+107.10%
4.43M
$37.20M
2026-03-31
PayPal Holdings Inc (US)
PYPL
Buy
+2.29M
+96.70%
2.37M
$103.61M
2026-03-31
Canadian Natural Resources Ord Shs (CA)
CNQ
Sell
-2.23M
-13.00%
12.74M
$806.73M
2026-03-31
4
Bellring Brands Inc (US)
BRBR
Buy
+1.50M
+53.40%
2.81M
$24.10M
2026-03-31
5
Embecta Corp (US)
EMBC
Buy
+1.41M
+14.30%
9.87M
$32.46M
2026-03-31
6
Legacy Housing Corp (US)
LEGH
Buy
+530.00K
+88.10%
601.59K
$14.42M
2026-03-31
7
U-Haul Holding Co (US)
UHAL
Buy
+259.03K
+4.40%
5.85M
$304.54M
2026-03-31
8
Factset Research Systems Inc (US)
FDS
Buy
+225.87K
+108.60%
207.91K
$49.01M
2026-03-31
9
Olin Corp (US)
OLN
Buy
+169.89K
+3.70%
4.64M
$120.80M
2026-03-31
10
Cisco Systems Inc (US)
CSCO
Sell
-130.06K
-32.90%
135.79K
$16.25M
2026-03-31
