Donald Yacktman March 2026 Portfolio Update: Key Holdings Shifts
Donald Yacktman's Yacktman Asset Management portfolio totaled $7.5 billion as of March 31, 2026. This update highlights significant changes in holdings like Canadian Natural Resources and Charles Schwab Corp.
Donald Yacktman's Yacktman Asset Management portfolio, valued at approximately $7.5 billion as of March 31, 2026, includes a diverse set of top holdings across various sectors.
Among the notable changes, Donald Yacktman reduced his position in Canadian Natural Resources Limited (CNQ) by 11.9%, while increasing his stake in U-Haul Holding Company (UHAL-B) by 4.51%. Other significant adjustments include slight decreases in Microsoft Corporation (MSFT) and Alphabet Inc. (GOOG), alongside modest increases in Procter & Gamble Company (PG) and Reliance, Inc. (RS).
For detailed analysis of each holding, including company profiles, please visit the respective pages: Donald Yacktman profile and Canadian Natural Resources Limited, Microsoft Corporation, Charles Schwab Corp, Alphabet Inc., PepsiCo Inc., Johnson & Johnson, Fox Corporation, Procter & Gamble, U-Haul Holding Company, Reliance Inc..