Donald Yacktman Portfolio Analysis: Concentration in Top Holdings as of March 31, 2026
Donald Yacktman's portfolio as of March 31, 2026, shows significant concentration in a select group of holdings, including notable changes in shares for several key positions.
As of March 31, 2026, Donald Yacktman's portfolio managed by Yacktman Asset Management held a total value of approximately $7.48 billion. The portfolio demonstrated significant concentration, with a select group of holdings dominating the allocation.
The largest position was Canadian Natural Resources Limited (CNQ), representing 10.75% of the total portfolio. Yacktman Asset Management held 16,541,598 shares of this Energy sector stock. Compared to the previous period, the holding saw a decrease of 2,233,822 shares, resulting in an 11.9% reduction in shares. You can explore CNQ's performance and details here: https://www.insiderset.com/investors/stocks/CNQ.
Microsoft Corporation (MSFT), a Technology stock, held the second-largest allocation at 4.9%. The fund held 992,916 shares of this stock. There was a positive change in shares, with an increase of 29,091 shares (+3.02%) during the period. For more information on Microsoft, visit: https://www.insiderset.com/investors/stocks/MSFT.
Charles Schwab Corp (SCHW), a Financial Services stock, held an allocation of 4.89%. The fund held 3,904,856 shares of this stock. The position saw a slight decrease of 31,684 shares (-0.8%) compared to the prior period. Details on Charles Schwab Corp are available here: https://www.insiderset.com/investors/stocks/SCHW.
Alphabet Inc. Class A (GOOG), a Communication Services stock, held a 4.31% allocation. The fund held 1,126,534 shares of this stock. The position experienced a small decrease of 3,273 shares (-0.29%) during the period. You can find more about Alphabet Inc. here: https://www.insiderset.com/investors/stocks/GOOG.
PepsiCo, Inc. (PEP), a Consumer Defensive stock, held a 4.2% allocation. The fund held 2,027,967 shares of this stock. The position saw a minimal decrease of 664 shares (-0.03%). For details on PepsiCo, Inc., visit: https://www.insiderset.com/investors/stocks/PEP.
Johnson & Johnson (JNJ), a Healthcare stock, held a 4.07% allocation. The fund held 1,249,409 shares of this stock. The position experienced a very slight decrease of 3,237 shares (-0.26%). More information on Johnson & Johnson can be found here: https://www.insiderset.com/investors/stocks/JNJ.
Fox Corporation Class A (FOX), another Communication Services stock, held a 3.94% allocation. The fund held 5,566,518 shares of this stock. The position saw a very slight decrease of 3,273 shares (-0.06%). Details on Fox Corporation are available here: https://www.insiderset.com/investors/stocks/FOX.
Procter & Gamble Company (PG), a Consumer Defensive stock, held a 3.72% allocation. The fund held 1,931,131 shares of this stock. The position saw a small increase of 12,778 shares (+0.67%). You can explore Procter & Gamble here: https://www.insiderset.com/investors/stocks/PG.
U-Haul Holding Company (UHAL-B), an Industrials stock, held a 3.6% allocation. The fund held 6,048,331 shares of this stock. The position saw a significant increase of 260,937 shares (+4.51%). For more on U-Haul Holding Company, visit: https://www.insiderset.com/investors/stocks/UHAL-B.
Reliance, Inc. (RS), a Basic Materials stock, held a 2.81% allocation. The fund held 693,126 shares of this stock. The position saw a very small increase of 1,500 shares (+0.22%). Details on Reliance, Inc. are available here: https://www.insiderset.com/investors/stocks/RS.
This snapshot provides a detailed look at the holdings and share changes in Donald Yacktman's portfolio as of March 31, 2026. For a complete view of the investor's profile and holdings, visit: https://www.insiderset.com/investor/donald-yacktman-yacktman-asset-management.