Donald Yacktman March 2026 Portfolio Update

Donald Yacktman's portfolio totaled $7.48 billion as of March 31, 2026.

Yacktman Asset Management saw notable shifts in its top holdings during the period.

Canadian Natural Resources Limited ("CNQ") experienced a significant reduction, with shares falling by 11.9%.

U-Haul Holding Company ("UHAL-B") saw a substantial increase in holdings, rising by 4.51%.

Microsoft Corporation ("MSFT") and Procter & Gamble Company ("PG") added to their positions, increasing by 3.02% and 0.67% respectively.

Charles Schwab Corp ("SCHW") and PepsiCo, Inc. ("PEP") saw slight decreases of 0.8% and 0.03%.

Johnson & Johnson ("JNJ") and Fox Corporation Class A ("FOX") experienced minor reductions of 0.26% and 0.06%.

Reliance, Inc. ("RS") added a small amount, increasing by 0.22%.