Donald Yacktman Q1 2026 Portfolio Analysis: Key Energy & Tech Holdings Adjustments
Donald Yacktman's portfolio saw significant reductions in Canadian Natural Resources Limited (CNQ) while maintaining positions in Microsoft (MSFT) and other stable holdings as of March 31, 2026.
As of March 31, 2026, Donald Yacktman's portfolio managed by Yacktman Asset Management showed notable adjustments in several key holdings, reflecting strategic shifts in the portfolio. The total portfolio value stood at $7.48 billion, with a focus distributed across various sectors including Energy, Technology, and Financial Services.
The most significant change during this period was the reduction in holdings of Canadian Natural Resources Limited (CNQ). The position saw a decrease of 2.23 million shares, representing an 11.9% reduction from the previous period. This resulted in CNQ's portfolio allocation dropping to 10.75%. For detailed analysis of CNQ, visit InsiderSet.
Conversely, Yacktman maintained several stable positions with minor adjustments. Microsoft Corporation (MSFT) saw a small increase of 290,91 shares, a mere 3.02% change, maintaining its 4.9% allocation. Charles Schwab Corp (SCHW) experienced a slight decrease of 0.8% in allocation, while Alphabet Inc. Class A (GOOG) and PepsiCo, Inc. (PEP) both saw negligible changes of -0.29% and -0.03% respectively. For more information on these companies, visit their respective pages on InsiderSet, InsiderSet, InsiderSet, and InsiderSet.
In the Consumer Defensive sector, Johnson & Johnson (JNJ) and Procter & Gamble Company (PG) showed slight decreases of 0.26% and 0.03% respectively, though their allocations remained relatively stable at 4.07% and 3.72%. Communication Services holdings saw adjustments in Fox Corporation Class A (FOX) (-0.06%) and Industrials in U-Haul Holding Company (UHAL-B) (+4.51%). Healthcare and Basic Materials sectors also showed minor changes with Reliance, Inc. (RS) increasing slightly by 0.22%.
Yacktman Asset Management's portfolio demonstrated a preference for stability, with most changes being minor adjustments rather than significant new positions or exits. No new positions were disclosed, and no positions appear to have been fully exited during this period. For a complete view of Donald Yacktman's investment approach and performance, visit InsiderSet.