Donald Yacktman's top holdings (April 2026) include Canadian Natural Resources Ltd. (CNQ), a leading producer of crude oil and natural gas in Western Canada, the North Sea, and offshore Africa.

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 value-oriented investment philosophy, which emphasizes identifying companies with strong balance sheets, high returns on invested capital, and shareholder-friendly management. His approach focuses on long-term investment in businesses he believes are trading below their intrinsic value.

Canadian Natural Resources Ltd. (CNQ)

Canadian Natural Resources is a prominent independent crude oil and natural gas producer, operating across diverse areas including Western Canada, the UK North Sea, and offshore Africa. The company engages in the exploration, development, and production of petroleum and natural gas. This holding in Donald Yacktman's portfolio is currently worth $914.93 million. The company's market capitalization stands at $104.49 billion. Analysts have set a price target of $35.0 for Canadian Natural Resources Ltd., while its discounted cash flow analysis suggests a value of $55.14 per share.
Here's an overview of Donald Yacktman's trades in Canadian Natural Resources Ltd.:

Charles Schwab Corp. (SCHW)

Charles Schwab Corporation is a financial services company offering brokerage, banking, and financial advisory services to individual investors and independent investment advisors. It provides a wide range of products including equity trading, mutual funds, exchange-traded funds, and retirement planning. Charles Schwab Corp. has a market capitalization of $164.12 billion, with Donald Yacktman's position currently valued at $369.96 million. The discounted cash flow value for the company is estimated at $42.86, and analysts typically assign a price target of $122.07.
Here's an overview of Donald Yacktman's trades in Charles Schwab Corp.:

Microsoft Corporation (MSFT)

Microsoft is a global technology leader, developing, manufacturing, licensing, and supporting a wide range of software products, services, and devices. Its offerings span cloud services (Azure), productivity and business applications (Office 365, Dynamics 365), and personal computing (Windows, Surface devices, Xbox). The current value of Donald Yacktman's position in Microsoft is $356.78 million, set against the company's substantial market cap of $2.65 trillion. The company's discounted cash flow suggests a per-share value of $342.67, with analysts frequently listing a price target of $573.92.
Here's an overview of Donald Yacktman's trades in Microsoft Corporation:

U-Haul Holding Company (UHAL.B)

U-Haul Holding Company is a North American do-it-yourself moving and storage enterprise, providing trucks, trailers, and self-storage rooms. The company also offers related products and services, including hitches, moving supplies, and roadside assistance. Donald Yacktman's holding in U-Haul Holding Company is currently worth $351.93 million.
Here's an overview of Donald Yacktman's trades in U-Haul Holding Company: [STOCKCIRCLE_EMBED_PLACEHOLDER_UHAL.B]

Alphabet Inc (GOOG)

Alphabet Inc. is a multinational technology conglomerate, primarily known for its Google search engine, Android mobile operating system, and YouTube video platform. The company's vast portfolio also includes cloud computing, artificial intelligence research, and autonomous driving technology. Alphabet Inc. boasts a market capitalization of $3.32 trillion, and Donald Yacktman's position in the company is currently valued at $324.14 million. Analysts project a price target of $377.79, while the discounted cash flow value is indicated at $197.55 per share.
Here's an overview of Donald Yacktman's trades in Alphabet Inc: