Donald Yacktman – Yacktman Asset Management Portfolio Balances & Equity Value (Jun 30, 2025)

As of Jun 30, 2025, the Yacktman Asset Management portfolio balances reported a total equity value of $7.44B across 70 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Aug 06, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight Canadian Natural Resources Ltd (CNQ) as the single largest position, accounting for 9.3% of total equity value, followed by Microsoft Corp. (MSFT), Charles Schwab Corp (SCHW), U-Haul Holding Company Class B (UHAL-B), and others. Collectively, the top five holdings represent 31.0% of the portfolio, showing how capital is distributed among core positions and long-term investments.