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

Donald Yacktman is the founder of Yacktman Asset Management. He is known for his disciplined value investing approach, which emphasizes acquiring stakes in businesses with strong free cash flow generation 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. The company explores, develops, produces, and markets crude oil, natural gas, and natural gas liquids across Western Canada, the UK North Sea, and Offshore Africa. Canadian Natural Resources holds a market capitalization of $68.05 billion, with the current value of Donald Yacktman's position standing at $707.17 million. A discounted cash flow analysis for the company suggests a value of $92.94 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 leader, offering a broad range of software, services, devices, and solutions. Its main products include Windows operating systems, Office productivity suite, Azure cloud services, and Xbox gaming consoles, serving consumers and businesses worldwide. The company's market cap stands at $3.8 trillion, while the current value of Donald Yacktman's holding is $572.47 million. Analysts have set a price target of $621.64 for Microsoft, and its discounted cash flow analysis suggests a value of $386.78 per share.
Here's an overview of Donald Yacktman's trades in Microsoft Corporation:

Charles Schwab Corp. (SCHW)

Charles Schwab Corp. (SCHW) is a leading financial services company, providing a comprehensive range of brokerage, banking, and wealth management services to individual investors and independent investment advisors. Its offerings include trading platforms, advisory services, and banking products. This holding in Donald Yacktman's portfolio is currently worth $435.86 million, and the company has a market capitalization of $173.28 billion. Analysts tracking Charles Schwab have a price target of $104.67, with a discounted cash flow valuation indicating $149.16 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) provides do-it-yourself moving and self-storage products and services. The company operates a vast North American network of truck and trailer rental locations, along with self-storage facilities and related moving supplies. This holding in Donald Yacktman's portfolio is currently worth $364.04 million.
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 prominent media company involved in news, sports, and entertainment through its television networks and digital properties. Its key assets include Fox News, Fox Sports, and the Fox Broadcasting Company, reaching audiences across the United States. Fox Corporation has a market capitalization of $25.16 billion, and Donald Yacktman's position is currently valued at $356.71 million. The company's discounted cash flow analysis suggests a value of $153.77 per share.
Here's an overview of Donald Yacktman's trades in Fox Corporation: