Donald Yacktman's Q1 Portfolio Trends: Focus on UHAL-B, Shift in CNQ
Donald Yacktman's portfolio saw significant share increases in U-Haul and decreases in Canadian Natural Resources, reflecting quarterly adjustments.
As of March 31, 2026, Donald Yacktman's portfolio at Yacktman Asset Management showed notable quarterly adjustments. The focus was on specific sectors and individual holdings.
UHAL-B (U-Haul Holding Company) stands out with a substantial increase in shares held, rising by 4.51% compared to the previous quarter. This move suggests confidence in the Industrials sector player. You can explore U-Haul's profile here: UHAL-B.
Conversely, Canadian Natural Resources Limited (CNQ) experienced a significant reduction in its position. The holdings decreased by 11.9%, indicating a notable shift away from the Energy sector. For more details on CNQ, visit: CNQ.
Other significant holdings showed more modest changes. Microsoft Corporation (MSFT) saw a slight increase of 3.02% in its stake, while Charles Schwab Corp (SCHW) increased by 0.8%. Alphabet Inc. (GOOG) and PepsiCo (PEP) both experienced minor decreases of 0.29% and 0.03%, respectively. Johnson & Johnson (JNJ) and Procter & Gamble (PG) also saw small declines of 0.26% and 0.03%, but their positions remained relatively stable overall. Fox Corporation (FOX) decreased by 0.06%, and Reliance, Inc. (RS) increased by just 0.22%.
For a comprehensive view of Donald Yacktman's investment approach and holdings, you can visit his profile on Insiderset: Donald Yacktman at Insiderset.