Donald Yacktman runs Yacktman Asset Management LP. Pure value, concentrated, patient. Focuses on normalized earnings power and downside protection. As of the Q2 2026 13F filing, the disclosed long-equity portfolio is valued at $8.1B across 71 positions. The largest holdings are Canadian Natural Resources Limited, Berkshire Hathaway Inc., and Alphabet Inc. (Canadian Natural Resources Limited alone is 8.0% of the book).

New positions opened in the latest quarter include Broadridge Financial Solutions, Inc., Fox Corporation, and U-Haul Holding Company. Recently exited names: Cisco Systems, Inc., Fox Corporation Class A, and Gold.com, Inc..

Donald Yacktman runs Yacktman Asset Management LP. Pure value, concentrated, patient. Focuses on normalized earnings power and downside protection. As of the Q2 2026 13F filing, the disclosed long-equity portfolio is valued at $8.1B across 71 positions. The largest holdings are Canadian Natural Resources Limited, Berkshire Hathaway Inc., and Alphabet Inc. (Canadian Natural Resources Limited alone is 8.0% of the book).

New positions opened in the latest quarter include Broadridge Financial Solutions, Inc., Fox Corporation, and U-Haul Holding Company. Recently exited names: Cisco Systems, Inc., Fox Corporation Class A, and Gold.com, Inc..