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

Donald Yacktman is known as the founder and portfolio manager of Yacktman Asset Management. He's known for his value-oriented investment approach, focusing on companies with strong balance sheets and consistent earnings. Yacktman's investment philosophy emphasizes long-term growth and capital preservation.

Canadian Natural Resources Ltd. (cnq)

Canadian Natural Resources is a leading oil and gas producer with operations primarily in Western Canada, the UK North Sea, and Offshore Africa. The company's diverse portfolio includes a mix of natural gas, light crude oil, heavy crude oil, bitumen and synthetic crude oil. Canadian Natural Resources boasts a market capitalization of $63.57B, with Donald Yacktman's position currently valued at $828.07M. The company's discounted cash flow is estimated at $87.47.

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

Microsoft Corporation (msft)

Microsoft is a global technology giant renowned for its software products, including the Windows operating system and the Office suite. The company also provides cloud computing services through Azure and is involved in gaming with its Xbox consoles. The current value of Donald Yacktman's position in Microsoft is $554.03M, and the company's market cap stands at $3.42T. Analysts have set a price target of $505.4 for Microsoft, with a discounted cash flow value of $353.31.

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

Charles Schwab Corp. (schw)

The Charles Schwab Corporation provides a full range of brokerage, banking, and financial advisory services to individual investors and independent investment advisors. Schwab's services include online brokerage, wealth management, and retirement planning. The current value of Donald Yacktman's holding is $416.0M, and Charles Schwab Corp. has a market capitalization of $160.51B. The company's discounted cash flow analysis suggests a value of $175.82 per share.

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

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

U-Haul Holding Company, through its subsidiary, AMERCO, operates a large network of moving trucks and self-storage facilities. The company provides services and products to help people move and store their household and commercial goods. This holding in Donald Yacktman's portfolio is currently worth $364.54M.

Here's an overview of Donald Yacktman's trades in U-Haul Holding Company: [STOCKCIRCLE_EMBED_PLACEHOLDER_UHAL.B]

Procter & Gamble Co. (pg)

Procter & Gamble is a multinational consumer goods corporation that manufactures and markets a wide range of products, including personal care, household cleaning agents, and health care items. P&G's brands include names like Tide, Crest, and Pampers. Procter & Gamble Co. has a market capitalization of $398.31B, and the current value of Donald Yacktman's position is $359.74M. Analysts have set a price target of $170.5 for Procter & Gamble Co., and the company's discounted cash flow is valued at $239.19.

Here's an overview of Donald Yacktman's trades in Procter & Gamble Co.: