Donald Yacktman — Recent Sells
Yacktman Asset Management · Sold and reduced positions in the Q2 '26 13F filing.
Filed August 11, 2026 · Last updated
Donald Yacktman fully exited 3 positions and reduced 11 existing holdings in the Q2 '26 filing — a combined sell footprint of approximately $191.9M. Largest exit: Cisco Systems, Inc. (was $16.3M).
Fully exited (3)
Reduced positions (11)
| Ticker | Company | Shares Now | Value Now | % Portfolio | Change |
|---|---|---|---|---|---|
| CNQ | Canadian Natural Resources Limited | 16462508 | $650.3M | 8.04% | -0.5% |
| BRK.B | Berkshire Hathaway Inc. Class B | 1161530 | $581.2M | 7.19% | 268.8% |
| MSFT | Microsoft Corporation | 1009284 | $376.5M | 4.65% | 1.6% |
| EBAY | eBay Inc. | 1262742 | $141.1M | 1.74% | -17.4% |
| TLN | Talen Energy Corp | 359800 | $138.3M | 1.71% | -0.0% |
| INTU | Intuit Inc. | 491278 | $128.2M | 1.59% | 6561.4% |
| EWY | iShares Trust | 557535 | $112.6M | 1.39% | -43.1% |
| FOXA | Fox Corporation | 1185089 | $61.8M | 0.76% | -0.3% |
| SPY | SPDR S&P 500 ETF | 3558 | $2.7M | 0.03% | -5.6% |
| PM | Philip Morris International Inc. | 5000 | $905K | 0.01% | -15.3% |
| AMPY | Amplify Energy Corp. | 205000 | $816K | 0.01% | -2.4% |