Donald Yacktman Portfolio

Yacktman Asset Management Holdings

After graduating from Harvard Business School, Donald Yacktman began his investment career in 1968 at Stein Roe and Farnham. After 14 years as a portfolio manager, he left to go to Vincent Chesley's firm. He was so successful that he got Morningstar’s award best portfolio manager 1991. Yacktman founded the company Yacktman Asset Management in 1992 and his son Stephen joined a year later. Since then his son has increasingly taken on responsibility for managing it. In 1999 they became equal partners in the company. Their strategy is to look for stocks that are sustainable for a very long time, they call it "Risk Adjusted Forward Returns". They look at the growth rate, profitability, and reinvestment rates to determine probabilities for future returns.
Donald Yacktman's investment strategy prioritizes a robust portfolio with top holdings across various sectors. The leading position is held by Canadian Natural Resources Ltd., representing 10.4% of his portfolio, indicating a significant trust in the energy sector. Microsoft Corporation follows with a 6.0% share, showcasing a confidence in the enduring strength and innovation of technology giants. Alphabet Inc - Ordinary Shares - Class C claims 5.0% of the portfolio, emphasizing the potential growth in digital advertising and cloud computing services. U-Haul Holding Company - Ordinary Shares - Series N constitutes a 4.1% stake, reflecting an interest in consumer service and transportation industries. Lastly, Charles Schwab Corp. rounds out the top five at 3.9%, signifying an investment belief in the financial sector’s expansion and stability. Each stock selection reveals Donald Yacktman’s approach towards diversification and investing in industries poised for continuing growth and resilience.

$11.4 Billion Total portoflio value
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