Donald Yacktman's top holdings (August 2025) include Canadian Natural Resources Ltd. (CNQ), a major producer of crude oil and natural gas.

Donald Yacktman is the founder and portfolio manager of Yacktman Asset Management, an investment advisory firm based in Austin, Texas. He is known for his investment philosophy, which emphasizes identifying high-quality businesses with strong free cash flow and attractive valuations.

Canadian Natural Resources Ltd. (CNQ)

Canadian Natural Resources Ltd. (CNQ) is one of Canada's largest independent crude oil and natural gas producers, with a diverse portfolio of operations across Western Canada, the UK North Sea, and offshore Africa. The company focuses on safe and efficient resource development. This holding in Donald Yacktman's portfolio is currently worth $864.34M, and the company has a market capitalization of $65.71B. The discounted cash flow analysis for CNQ suggests a value of $90.67 per share.
Here's an overview of Donald Yacktman's trades in Canadian Natural Resources Ltd.:

Microsoft Corporation (MSFT)

Microsoft Corporation (MSFT) is a global technology giant known for its software, services, devices, and solutions. Its offerings span productivity and business processes (like Office 365), intelligent cloud services (Azure), and personal computing (Windows, Xbox). The company's market cap stands at $3.82T, while the current value of Donald Yacktman's holding is $642.06M. Analysts have set a price target of $530.5 for Microsoft, and its discounted cash flow value is indicated at $344.93 per share.
Here's an overview of Donald Yacktman's trades in Microsoft Corporation:

Charles Schwab Corp. (SCHW)

The Charles Schwab Corp. (SCHW) is a prominent financial services company providing a range of banking, brokerage, and wealth management services to individual investors and financial advisors. It operates one of the largest digital brokerage platforms. Charles Schwab has a market capitalization of $176.36B, with Donald Yacktman's position currently valued at $460.21M. Analysts project a price target of $100.5 for SCHW, and its discounted cash flow analysis points to a value of $141.22 per share.
Here's an overview of Donald Yacktman's trades in Charles Schwab Corp.:

U-Haul Holding Company (UHAL.B)

U-Haul Holding Company (UHAL.B) is a leading provider of do-it-yourself moving and storage solutions. The company offers trucks, trailers, and self-storage units, along with moving supplies and services across North America. The position is currently valued at $364.54M in Donald Yacktman's portfolio.
Here's an overview of Donald Yacktman's trades in U-Haul Holding Company: [STOCKCIRCLE_EMBED_PLACEHOLDER_UHAL.B]

Fox Corporation (FOX)

Fox Corporation (FOX) is a diversified media company engaged in the production and distribution of film and television content. Its core segments include cable network programming, television, and other media operations, reaching a broad audience. The current value of Donald Yacktman's position in Fox Corporation is $335.9M, and the company maintains a market cap of $24.42B. The discounted cash flow value for FOX is calculated at $108.49 per share.
Here's an overview of Donald Yacktman's trades in Fox Corporation: