Donald Yacktman - Yacktman Asset Management Portfolio Performance Analysis (Q2 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to June 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)
+8.05B
+9,999%+
Winning Positions
+74.17%
89 wins / 120 positions
Average Gain (Winners)
$83.00M
+9,999%+ avg per position
Active Positions
72
27 losing positions
Portfolio Value Over Time
Total Positions Tracked
120
All holdings over time
Win/Loss Ratio
3.30
89 gains / 27 losses
Active vs. Exited
72 / 48
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 | $650.27M | $650.06M | +9,999%+ |
| BRK-B | Berkshire Hathaway Inc. New | Financial Services | Jun 2013 | ACTIVE | $1.80K | $581.22M | $581.22M | +9,999%+ |
| GOOG | Alphabet Inc. | Communication Services | Mar 2019 | ACTIVE | $212.78K | $398.96M | $398.74M | +9,999%+ |
| SCHW | Charles Schwab Corporation (The | Financial Services | Jun 2019 | ACTIVE | $1.40K | $378.45M | $378.45M | +9,999%+ |
| MSFT | Microsoft Corporation | Technology | Jun 2013 | ACTIVE | $1.25M | $376.48M | $375.24M | +9,999%+ |
| JNJ | Johnson & Johnson | Healthcare | Jun 2013 | ACTIVE | $838.03K | $320.00M | $319.16M | +9,999%+ |
| PG | Procter & Gamble Company (The) | Consumer Defensive | Jun 2013 | ACTIVE | $1.96M | $287.93M | $285.97M | +9,999%+ |
| PEP | Pepsico, Inc. | Consumer Defensive | Jun 2013 | ACTIVE | $1.88M | $280.66M | $278.79M | +9,999%+ |
| FOX | Fox Corporation | Communication Services | Mar 2019 | ACTIVE | $250.54K | $264.64M | $264.39M | +9,999%+ |
| RS | Reliance, Inc. | Basic Materials | Dec 2021 | ACTIVE | $170.90K | $260.98M | $260.81M | +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.