Donald Yacktman Top Holdings Analysis: March 31, 2026 Portfolio Breakdown
Donald Yacktman's March 31, 2026 portfolio highlights significant holdings in Energy, Technology, and Financial Services sectors.
As of March 31, 2026, Donald Yacktman's portfolio at Yacktman Asset Management showed notable concentrations in key sectors. His largest position was in Canadian Natural Resources Limited (CNQ), representing 10.75% of the total portfolio value.
Yacktman Asset Management's holdings reflect a strategic allocation across various industries. Microsoft Corporation (MSFT) and Charles Schwab Corp (SCHW) each accounted for nearly 5% of the portfolio, while Alphabet Inc. (GOOG) and PepsiCo, Inc. (PEP) followed closely with allocations around 4.3% and 4.2%, respectively.
The investor's stake in Fox Corporation Class A (FOX) stood at approximately 3.94% of the portfolio, while Johnson & Johnson (JNJ) and Procter & Gamble (PG) each held around 4.07% and 3.72% allocations. Notably, U-Haul Holding Company (UHAL-B) represented about 3.6% of the assets, and Reliance, Inc. (RS) accounted for 2.81%.
Examining share changes provides additional context. Yacktman's position in Canadian Natural Resources Limited saw a reduction of 11.9%, while his stake in Microsoft increased by 3.02%. Conversely, holdings in Charles Schwab Corp decreased by 0.8%, and Alphabet Inc. experienced a minor reduction of 0.29%.
For detailed insights into Donald Yacktman's investment approach and performance, readers can visit the investor profile at https://www.insiderset.com/investor/donald-yacktman-yacktman-asset-management. Specific stock analyses are available at CNQ, MSFT, SCHW, GOOG, PEP, JNJ, FOX, PG, UHAL-B, and RS.