Donald Yacktman - Yacktman Asset Management Portfolio Performance Analysis (Q3 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to September 2026 • Initial Portfolio Value: $17.25B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
-8.88B
-51.45%
Winning Positions
+41.46%
51 wins / 123 positions
Average Gain (Winners)
$57.82M
+2633.34% avg per position
Active Positions
74
69 losing positions
Portfolio Value Over Time
Total Positions Tracked
123
All holdings over time
Win/Loss Ratio
0.74
51 gains / 69 losses
Active vs. Exited
74 / 49
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 % |
|---|---|---|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc. New | Financial Services | Jun 2013 | ACTIVE | $1.80M | $583.44M | $581.64M | +9,999%+ |
| CNQ | Canadian Natural Resources Limi | Energy | Mar 2021 | ACTIVE | $206.79M | $714.11M | $507.33M | +245.34% |
| SCHW | Charles Schwab Corporation (The | Financial Services | Jun 2019 | ACTIVE | $1.40M | $396.36M | $394.96M | +9,999%+ |
| INTU | Intuit Inc. | Technology | Mar 2026 | ACTIVE | $3.19M | $195.10M | $191.91M | +6018.24% |
| GOOG | Alphabet Inc. | Communication Services | Mar 2019 | ACTIVE | $212.78M | $385.14M | $172.35M | +81.00% |
| BDX | Becton, Dickinson and Company | Healthcare | Jun 2013 | EXITED | $174.91M | $296.72M | $121.81M | +69.64% |
| PYPL | PayPal Holdings, Inc. | Financial Services | Sep 2015 | ACTIVE | $217.00K | $121.63M | $121.41M | +9,999%+ |
| RS | Reliance, Inc. | Basic Materials | Dec 2021 | ACTIVE | $170.90M | $268.10M | $97.20M | +56.88% |
| CTSH | Cognizant Technology Solutions | Technology | Jun 2017 | ACTIVE | $89.26M | $184.54M | $95.28M | +106.75% |
| INGR | Ingredion Incorporated | Consumer Defensive | Jun 2020 | ACTIVE | $67.71M | $142.71M | $75.00M | +110.78% |
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.