Donald Yacktman's Q1 Portfolio Trends: Focus on Energy Decline and Industrials Surge
Donald Yacktman's portfolio saw significant changes in Q1, with a notable decrease in Canadian Natural Resources Limited (CNQ) and a substantial increase in U-Haul Holding Company (UHAL-B).
As of March 31, 2026, Donald Yacktman's portfolio at Yacktman Asset Management showed notable quarterly trends. The portfolio's total value stood at $7.48 billion, with specific adjustments observed across key holdings.
One of the most significant changes was a decrease in holdings of Canadian Natural Resources Limited (CNQ). The position saw a reduction of 11.9% in shares, reflecting a substantial shift in the Energy sector allocation.
Conversely, there was a strong increase in U-Haul Holding Company (UHAL-B), which experienced a 4.51% rise in shares during the quarter, boosting its portfolio allocation to 3.6%.
Other notable movements included a slight increase in shares of Procter & Gamble (PG) and Microsoft (MSFT), while positions like Charles Schwab (SCHW) and Alphabet (GOOG) saw minor reductions.
For a complete view of Donald Yacktman's investment approach, visit his profile at https://www.insiderset.com/investor/donald-yacktman-yacktman-asset-management. Detailed analysis of individual stock positions can be found at https://www.insiderset.com/investors/stocks/.