Donald Yacktman Q1 2026 Portfolio Analysis: Key Energy, Tech, and Consumer Holdings

As of March 31, 2026, Donald Yacktman's portfolio at Yacktman Asset Management showed notable changes in several sectors. The total portfolio value stood at $7.48 billion, with the investor maintaining significant positions in Energy, Technology, Financial Services, and Consumer Defensive sectors.

In the Energy sector, Yacktman's position in Canadian Natural Resources Limited (CNQ) saw a significant reduction. The holding decreased by 1.9 million shares, representing an 11.9% reduction in the position. This was the largest decrease among all holdings for the quarter.

Conversely, Yacktman increased his stake in U-Haul Holding Company (UHAL-B) by 0.26 million shares, a 4.51% increase, within the Industrials sector. The investment in Reliance, Inc. (RS), a Basic Materials company, also saw a modest increase of 0.0015 million shares, or 0.22%.

In the Technology sector, Microsoft Corporation (MSFT) received a small increase of 29,091 shares (0.3% increase). Financial Services saw a slight increase in Charles Schwab Corp (SCHW) with a 0.08% share increase.

Consumer Defensive stocks showed varied activity. PepsiCo, Inc. (PEP) and Procter & Gamble Company (PG) saw minor decreases, while Johnson & Johnson (JNJ) experienced a very slight reduction. Communication Services holdings saw decreases in Alphabet Inc. (GOOG) and Fox Corporation (FOX).

No new positions were added or existing positions fully exited during this quarter according to the disclosed data. For more detailed analysis of Donald Yacktman's investment strategy, visit his profile at https://www.insiderset.com/investor/donald-yacktman-yacktman-asset-management. You can explore his individual stock holdings including Canadian Natural Resources Limited (CNQ), Microsoft Corporation (MSFT), and Charles Schwab Corp (SCHW) on our platform.