Donald Yacktman — Recent Buys
Yacktman Asset Management · New and increased positions in the Q2 '26 13F filing.
Filed August 11, 2026 · Last updated
Donald Yacktman opened 1 new positions and increased 49 existing holdings in the Q2 '26 filing — a combined buy footprint of $5.86B. Largest new position: Broadridge Financial Solutions, Inc. at $120.3M.
New positions (1)
| Ticker | Company | Shares | Value | % Portfolio |
|---|---|---|---|---|
| BR | Broadridge Financial Solutions, Inc. | 878522 | $120.3M | 1.49% |
Increased positions (49)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| GOOG | Alphabet Inc. | 1129129 | $399.0M | 4.93% | +0.2% |
| SCHW | Charles Schwab Corp | 4101552 | $378.5M | 4.68% | +5.0% |
| UHAL-B | U-Haul Holding Company | 6197210 | $357.6M | 4.42% | +2.5% |
| JNJ | Johnson & Johnson | 1259977 | $320.0M | 3.96% | +0.8% |
| PG | Procter & Gamble Company | 1963488 | $287.9M | 3.56% | +1.7% |
| PEP | PepsiCo, Inc. | 2072843 | $280.7M | 3.47% | +2.2% |
| FOX | Fox Corporation | 5649828 | $264.6M | 3.27% | +1.5% |
| RS | Reliance, Inc. | 698566 | $261.0M | 3.23% | +0.8% |
| NWSLL | News Corporation | 7554958 | $187.6M | 2.32% | +2.3% |
| FANG | Diamondback Energy, Inc. | 1014114 | $178.3M | 2.20% | +1.0% |
| KO | Coca-Cola Company | 2127657 | $172.9M | 2.14% | +1.4% |
| COP | ConocoPhillips | 1606025 | $167.0M | 2.06% | +1.5% |
| EOG | EOG Resources, Inc. | 1243536 | $161.3M | 1.99% | +1.8% |
| STT | State Street Corporation | 919740 | $156.0M | 1.93% | +1.2% |
| KVUE | Kenvue, Inc. | 8051004 | $153.9M | 1.90% | +1.5% |
| TSN | Tyson Foods, Inc. | 2578970 | $147.6M | 1.83% | +2.5% |
| INGR | Ingredion Incorporated | 1471409 | $139.4M | 1.72% | +2.2% |
| DIS | Walt Disney Company | 1375972 | $132.4M | 1.64% | +2.1% |
| ELV | Elevance Health, Inc. | 339985 | $131.5M | 1.63% | +1.7% |
| CTSH | Cognizant Technology Solutions Corporation | 3150565 | $122.0M | 1.51% | +4.7% |
| AWI | Armstrong World Industries, Inc. | 754944 | $121.1M | 1.50% | +1.8% |
| LHX | L3Harris Technologies Inc | 413504 | $120.2M | 1.49% | +1.4% |
| LMT | Lockheed Martin Corporation | 216359 | $110.2M | 1.36% | +1.3% |
| SYY | Sysco Corporation | 1293545 | $108.1M | 1.34% | +4.8% |
| NOC | Northrop Grumman Corp. | 197521 | $100.6M | 1.24% | +1.7% |
| PYPL | PayPal Holdings, Inc. | 2317304 | $100.1M | 1.24% | +1.2% |
| OLN | Olin Corporation | 4209403 | $83.4M | 1.03% | +2.9% |
| DAR | Darling Ingredients Inc | 1417062 | $77.4M | 0.96% | +1.0% |
| CL | Colgate-Palmolive Company | 790900 | $72.5M | 0.90% | +0.2% |
| UNH | UnitedHealth Group Incorporated | 171768 | $71.4M | 0.88% | +2.0% |
| BRBR | BellRing Brands, Inc. | 5263000 | $68.1M | 0.84% | +251.3% |
| FDS | FactSet Research Systems Inc. | 229620 | $52.8M | 0.65% | +1.7% |
| AVTR | Avantor, Inc. | 4770000 | $47.2M | 0.58% | +0.5% |
| CMCSA | Comcast Corporation | 1170500 | $28.7M | 0.36% | +0.3% |
| MAS | Masco Corporation | 286085 | $23.3M | 0.29% | +16.9% |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 236353 | $21.7M | 0.27% | +11.4% |
| UHAL | U-Haul Holding Company | 325376 | $21.3M | 0.26% | +0.0% |
| DVN | Devon Energy Corporation | 510913 | $21.1M | 0.26% | +11.3% |
| LEGH | Legacy Housing Corporation | 754009 | $19.8M | 0.24% | +6.8% |
| UNLYF | Unilever PLC | 241192 | $14.5M | 0.18% | +20.5% |
| EMBC | Embecta Corporation | 4315952 | $14.1M | 0.17% | +17.5% |
| BNY | Bank of New York Mellon Corp | 64400 | $9.3M | 0.12% | +-82.0% |
| WFC | Wells Fargo & Company | 104803 | $8.7M | 0.11% | +4.3% |
| EAF | GrafTech International Ltd. | 1149267 | $6.8M | 0.08% | +7.7% |
| GS | Goldman Sachs Group, Inc. | 5200 | $5.3M | 0.07% | +2.1% |
| CPRT | Copart, Inc. | 136675 | $3.9M | 0.05% | +24.0% |
| VRSK | Verisk Analytics, Inc. | 21190 | $3.8M | 0.05% | +43.4% |
| TDY | Teledyne Technologies Incorporated | 2700 | $1.8M | 0.02% | +8.0% |
| CRMT | America's Car-Mart, Inc. | 205000 | $572K | 0.01% | +5.1% |