Donald Yacktman - Yacktman Asset Management Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to March 2026 • Initial Portfolio Value: $0.02B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+7.46B
+9,999%+
Winning Positions
+69.75%
83 wins / 119 positions
Average Gain (Winners)
$83.67M
+9,999%+ avg per position
Active Positions
74
29 losing positions
Portfolio Value Over Time
Total Positions Tracked
119
All holdings over time
Win/Loss Ratio
2.86
83 gains / 29 losses
Active vs. Exited
74 / 45
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| CNQ | Canadian Natural Resources Limi | Energy | Mar 2021 | ACTIVE | $206.79K | $806.07M | $805.87M | +9,999%+ |
| SCHW | Charles Schwab Corporation (The | Financial Services | Jun 2019 | ACTIVE | $1.40K | $366.98M | $366.98M | +9,999%+ |
| MSFT | Microsoft Corporation | Technology | Jun 2013 | ACTIVE | $1.25M | $367.55M | $366.30M | +9,999%+ |
| GOOG | Alphabet Inc. | Communication Services | Mar 2019 | ACTIVE | $212.78K | $323.16M | $322.94M | +9,999%+ |
| PEP | Pepsico, Inc. | Consumer Defensive | Jun 2013 | ACTIVE | $1.88M | $314.92M | $313.05M | +9,999%+ |
| JNJ | Johnson & Johnson | Healthcare | Jun 2013 | ACTIVE | $838.03K | $305.41M | $304.57M | +9,999%+ |
| FOX | Fox Corporation | Communication Services | Mar 2019 | ACTIVE | $250.54K | $295.58M | $295.33M | +9,999%+ |
| PG | Procter & Gamble Company (The) | Consumer Defensive | Jun 2013 | ACTIVE | $1.96M | $278.93M | $276.98M | +9,999%+ |
| RS | Reliance, Inc. | Basic Materials | Dec 2021 | ACTIVE | $170.90K | $210.65M | $210.48M | +9,999%+ |
| COP | ConocoPhillips | Energy | Jun 2013 | ACTIVE | $389.26K | $208.76M | $208.37M | +9,999%+ |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.