Donald Yacktman Q1 2026 Portfolio Activity Analysis

In Q1 2026, Donald Yacktman's portfolio at Yacktman Asset Management showed mixed activity, with several positions experiencing share changes while others remained stable. The total portfolio value stood at $7.48 billion as of March 31, 2026.

Energy sector leader Canadian Natural Resources Limited (CNQ) saw a significant reduction in holdings, with shares decreased by 11.9% quarter-over-quarter. Yacktman's allocation to CNQ dropped to 10.75% of the portfolio. Conversely, Industrials stock U-Haul Holding Company (UHAL-B) experienced a modest increase in allocation, rising by 4.51% in shares, pushing its portfolio percentage allocation to 3.6%.

In the Technology sector, Microsoft Corporation (MSFT) allocation increased slightly by 3.02% in shares, maintaining its position at 4.9% of the portfolio. Financial Services provider Charles Schwab Corp (SCHW) allocation decreased by 0.8%, resulting in a slight reduction in its portfolio percentage allocation to 4.89%. For Communication Services, both Alphabet Inc. Class A (GOOG) and Fox Corporation Class A (FOX) saw minor reductions in their portfolio allocations, decreasing by 0.29% and 0.06% respectively.

Consumer Defensive stocks PepsiCo, Inc. (PEP) and Procter & Gamble Company (PG) also saw slight decreases in their portfolio allocations, down by 0.03% and 0.26% respectively. Healthcare holding Johnson & Johnson (JNJ) experienced a very minor reduction of 0.26%. Basic Materials holding Reliance, Inc. (RS) saw a slight increase of 0.22%.

No new positions were disclosed in this filing, and no positions appear to have been fully exited during this period. For more detailed analysis of Mr. Yacktman's investment strategy, please visit his profile at https://www.insiderset.com/investor/donald-yacktman-yacktman-asset-management. Specific stock information can be found at https://www.insiderset.com/investors/stocks/.