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Donald Yacktman

Donald Yacktman

Yacktman Asset Management LP

Yacktman Asset Management LP is the successor to Yacktman Asset Management Co., which was founded in 1992. Chief Investment Officer Stephen Yacktman leads our experienced investment team.
Period:  Q3, 2025
Filed Date:  Nov 04, 2025
Reported Date:  Sep 30, 2025
No. of Stocks:  70
Portfolio Value:  7.26B
SEC Reference
Holding
Activity
StockActivityShare Change% Change to protfolio
Q3 2025

AMRK - A-mark precious metals inc

Buy90000.003

CRMT - America's car-mart inc

Add 1109.09%1330000.045

CLX - Clorox co

Add 30.49%589950.025

CPRT - Copart inc

Buy751950.047

FICO - Fair isaac corp

Buy25340.052
Graftech international ltd
Buy10689380.189

MMC - Marsh & mclennan companies inc

Buy173450.048

SPY - Spdr® s&p 500 etf trust

Add 27.52%44670.011

UNH - Unitedhealth group inc

Add 35.34%1745880.276

VRSK - Verisk analytics, inc.

Buy131600.046
Q2 2025

AMPY - Amplify energy corp

Add 26.32%2400000.001

AON - Aon plc

Add 10.67%12915-0.001

CLX - Clorox co

Add 37.21%452100.008

EMBC - Embecta corp

Add 0.68%2373386-0.095

EAF - Graftech international ltd

Add 1.19%108261860.016

HSY - Hershey co

Add 44.50%382500.024

LEGH - Legacy housing corp

Add 17.65%600000.001

MSCI - Msci inc

Add 53.31%109000.030

MA - Mastercard inc

Add 4.85%116700.006

MCO - Moody's corp

Add 61.99%124250.036

OLN - Olin corp

Add 1.00%4060376-0.213

UNH - Unitedhealth group inc

Buy1290000.541
Q1 2025

CLX - Clorox co

Add 5.10%32950-0.003

DAR - Darling ingredients inc.

Add 1.84%1582461-0.038

DVN - Devon energy corp/de

Add 2.01%6463440.045

ELV - Elevance health inc

Add 0.13%3424680.300

EAF - Graftech international ltd

Add 0.56%10698696-0.119

HSY - Hershey co

Add 20.59%264700.011

OLN - Olin corp

Add 3.14%4020243-0.451

PEP - Pepsico inc

Add 0.50%2113106-0.038

WBD - Warner bros. discovery, inc.

Add 0.02%76474150.016
Q4 2024

COP - Conocophillips

Add 11.86%18839420.111

FANG - Diamondback energy inc

Add 9.34%13884340.100

EOG - Eog resources inc

Add 10.30%18070650.235

SPY - Spdr® s&p 500 etf trust

Add 466.87%382130.217
Q3 2024

CRMT - America's car-mart inc

Add 10.34%32000-0.004

BRK-A - Berkshire hathaway inc-cl a

Add 7.14%150.018

CLX - Clorox co

Add 0.96%314000.009

KVUE - Kenvue inc

Add 2.85%83814040.469

SPY - Spdr® s&p 500 etf trust

Add 15.88%67410.007
Talen energy corp
Buy4449000.813

V - Visa inc

Buy7320.002
Q2 2024

BRK-B - Berkshire hathaway inc-cl b

Add 1.41%686096-0.051

CNQ - Canadian natural resources ltd

Add 95.88%29456746-0.929

CSCO - Cisco systems inc

Add 0.14%1225258-0.027

DAR - Darling ingredients inc.

Add 0.03%1882834-0.172

XOM - Exxon mobil corp

Add 34.95%1624850.044

FOX - Fox corp

Add 0.02%87342200.279

K - Kellogg co

Add 0.49%21419130.013

KVUE - Kenvue inc

Add 30.06%81487730.128

MSCI - Msci inc

Buy71100.032

PEP - Pepsico inc

Add 0.02%2488359-0.234

WBD - Warner bros. discovery, inc.

Add 1.25%8152369-0.090
Q1 2024

UL - Unilever plc

Add 3.09%2996300.009

CRMT - America's car-mart inc

Add 2.94%35000-0.003

AON - Aon plc

Buy116700.035

CNQ - Canadian natural resources ltd

Add 0.72%150379111.524

DAR - Darling ingredients inc.

Buy18821830.787

DVN - Devon energy corp/de

Add 2.11%33219020.174

EBAY - Ebay inc

Add 1.00%29519320.255

EMBC - Embecta corp

Add 5.44%2816428-0.119

FOX - Fox corp

Add 1.57%87320380.110

EAF - Graftech international ltd

Add 22.92%14654465-0.053

HSY - Hershey co

Add 115.20%219500.021

K - Kellogg co

Buy21314031.098

KVUE - Kenvue inc

Add 15.82%62653160.162

LEGH - Legacy housing corp

Add 6.67%160000-0.003

OLN - Olin corp

Add 0.74%42931880.202

TDY - Teledyne technologies inc

Buy165000.064

TSN - Tyson foods, inc.

Add 2.17%30881180.170

V - Visa inc

Buy7320.002

WBD - Warner bros. discovery, inc.

Add 0.70%8051804-0.186
Q4 2023

AMRK - A-mark precious metals inc

Add 21.62%450000.003

CRMT - America's car-mart inc

Add 70.00%340000.007

DVN - Devon energy corp/de

Add 6.86%32531630.020

FANG - Diamondback energy inc

Add 4.50%15204470.097

EOG - Eog resources inc

Add 4.82%17894330.000

EMBC - Embecta corp

Add 0.77%26712370.099

FHB - First hawaiian inc

Add 0.30%19366870.088

EAF - Graftech international ltd

Add 27.62%11922290-0.090

KVUE - Kenvue inc

Add 43.33%54094570.378

MAS - Masco corp

Add 29.97%4751830.114

SPY - Spdr® s&p 500 etf trust

Add 609.29%578140.223