Donald Yacktman Q1 2026 Portfolio Analysis: Energy Reduction, Tech Increase
Donald Yacktman's portfolio saw a significant reduction in Energy holdings while showing slight increases in several sectors including Technology and Consumer Defensive stocks.
As of March 31, 2026, Donald Yacktman's portfolio at Yacktman Asset Management showed notable shifts in holdings compared to the previous quarter. The total portfolio value stood at $7.48 billion.
The most significant change observed was a decrease in holdings within the Energy sector. Canadian Natural Resources Limited (CNQ), a key position, saw a reduction of 1,190,000 shares, representing an 11.9% decrease in its share count and a corresponding decrease in its portfolio allocation to 10.75%.
Conversely, the Technology sector showed a slight increase with Microsoft Corporation (MSFT). Yacktman added 29,091 shares, a small increase of 3.02%, maintaining its portfolio allocation.
In the Consumer Defensive sector, PepsiCo, Inc. (PEP) experienced a minor reduction, with a decrease of just 664 shares (-0.03%), while Procter & Gamble Company (PG) saw a slight increase of 12,778 shares (+0.67%).
Other sectors also showed minor adjustments. Financial Services saw a small decrease in Charles Schwab Corp (SCHW) (-0.8%), Communication Services experienced minor reductions in Alphabet Inc. (GOOG) and Fox Corporation (FOX), and Industrials saw an increase in U-Haul Holding Company (UHAL-B) (+4.51%). Basic Materials saw a slight increase in Reliance, Inc. (RS) (+0.22%).
No new positions were disclosed in this filing, and no positions appear to have been fully exited during this period.
For a more detailed look at Donald Yacktman's investment approach and performance, visit his profile at https://www.insiderset.com/investor/donald-yacktman-yacktman-asset-management. You can explore his individual stock holdings like Canadian Natural Resources Limited (CNQ), Microsoft Corporation (MSFT), and many others..