Donald Yacktman's top holdings (April 2025) include Canadian Natural Resources Ltd. (CNQ), a company focused on oil and gas exploration and production.

Donald Yacktman is known as a value investor. He is the founder and portfolio manager of Yacktman Asset Management. The firm focuses on a long-term investment approach seeking companies with strong balance sheets.

Canadian Natural Resources Ltd. (cnq)

Canadian Natural Resources is a major oil and gas producer with operations primarily in Western Canada, the U.K. sector of the North Sea, and offshore Africa. The company explores for, develops, produces, and markets crude oil, natural gas, and natural gas liquids. Canadian Natural Resources has a market capitalization of $64.18B. The current value of Donald Yacktman's position is $906.19M. A discounted cash flow analysis suggests a value of $75.06 per share.

Here's an overview of Donald Yacktman's trades in Canadian Natural Resources Ltd.: [STOCKCIRCLE_EMBED_PLACEHOLDER_cnq]

Microsoft Corporation (msft)

Microsoft is a global technology company that develops, licenses, and supports a wide range of software products, services, and devices. Its best-known products include the Windows operating system, the Microsoft Office suite, and the Azure cloud platform. The company's market cap stands at $2.82T, while the current value of Donald Yacktman's holding is $465.13M. Analysts have set a price target of $532.5 for Microsoft. Additionally, the company's discounted cash flow analysis suggests a value of $392.65 per share.

Here's an overview of Donald Yacktman's trades in Microsoft Corporation: [STOCKCIRCLE_EMBED_PLACEHOLDER_msft]

Charles Schwab Corp. (schw)

Charles Schwab Corporation provides a full range of brokerage, banking, and financial advisory services through its operating subsidiaries. These services include wealth management, securities brokerage, banking, money management, and financial advisory services. Charles Schwab Corp. has a market capitalization of $141.11B, with Donald Yacktman's position currently valued at $378.57M. The analyst price target for Charles Schwab Corp. is $82.5, while the discounted cash flow is valued at $92.56.

Here's an overview of Donald Yacktman's trades in Charles Schwab Corp.: [STOCKCIRCLE_EMBED_PLACEHOLDER_schw]

U-Haul Holding Company - Ordinary Shares - Series N (uhal.b)

U-Haul Holding Company, through its subsidiary, AMERCO, is a leading provider of self-moving equipment and storage facilities. They operate a large network of rental locations across North America, offering trucks, trailers, and storage units to individuals and families. This holding in Donald Yacktman's portfolio is currently worth $375.97M.

Here's an overview of Donald Yacktman's trades in U-Haul Holding Company - Ordinary Shares - Series N: [STOCKCIRCLE_EMBED_PLACEHOLDER_uhal.b]

Fox Corporation - Ordinary Shares - Class B (fox)

Fox Corporation is a news and entertainment company, operating primarily in the United States. Its main assets include Fox News, Fox Broadcasting Company, and Fox Sports. Fox Corporation has a market capitalization of $23.82B. The current value of Donald Yacktman's position is $372.84M. The discounted cash flow value is estimated at $92.98, while analysts have a price target of $40.0 for Fox Corporation.

Here's an overview of Donald Yacktman's trades in Fox Corporation - Ordinary Shares - Class B: [STOCKCIRCLE_EMBED_PLACEHOLDER_fox]