Donald Yacktman - Yacktman Asset Management Portfolio Balances (Mar 31, 2026)

As of Mar 31, 2026, the Yacktman Asset Management portfolio balances reported a total equity value of $7.50B across 76 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated May 01, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight Canadian Natural Resources Limited (CNQ) as the single largest position, accounting for 10.7% of total equity value, followed by Microsoft Corporation (MSFT), Charles Schwab Corp (SCHW), Alphabet Inc. Class A (GOOG), and others. Collectively, the top five holdings represent 29.1% of the portfolio, showing how capital is distributed among core positions and long-term investments.