Donald Yacktman's top holdings (June 2026) include Canadian Natural Resources Ltd. (CNQ), a senior oil and natural gas production company based in Western Canada.

Donald Yacktman is the founder and partner of Yacktman Asset Management, where he also serves as a portfolio manager. He leads the firm's investment operations with a focus on identifying high-quality businesses through a value-oriented research approach.

Canadian Natural Resources Ltd. (CNQ)

This company operates as a large-scale energy firm engaged in the exploration, development, and production of crude oil and natural gas. Its primary operations are concentrated in the Western Canadian Sedimentary Basin, supplemented by international assets in the North Sea and Offshore Africa. Canadian Natural Resources Ltd. has a market capitalization of $94.64B, with Donald Yacktman's position currently valued at $750.49M. The company's discounted cash flow analysis suggests a value of $81.44 per share.

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

Microsoft Corporation (MSFT)

Microsoft Corporation is a global technology leader that develops and supports a diverse range of software, services, and hardware products. The company is primarily recognized for its Windows operating system, the Office productivity suite, and its Azure cloud computing infrastructure. The company's market cap stands at $3.34T, while the current value of Donald Yacktman's holding is $447.05M. Analysts have set a price target of $530.50 for Microsoft Corporation, and its discounted cash flow value is calculated at $339.16.

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

Alphabet Inc (GOOG)

Alphabet Inc. functions as a holding company for Google and various other businesses, ranging from internet services to emerging technologies. Its core revenue streams are derived from online advertising, cloud services, and the sale of digital content and hardware. Alphabet Inc has a market capitalization of $4.6T, and this holding in Donald Yacktman's portfolio is currently worth $424.06M. A price target of $400.47 has been established by analysts, alongside a discounted cash flow value of $169.76.

Here's an overview of Donald Yacktman's trades in Alphabet Inc:

U-Haul Holding Company (UHAL.B)

U-Haul Holding Company provides moving and storage solutions to customers across North America, operating an extensive network of rental equipment. The business manages a large fleet of trucks and trailers alongside a significant portfolio of self-storage properties. The current value of Donald Yacktman's position in this company is $367.8M.

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

Charles Schwab Corp. (SCHW)

Charles Schwab Corp. is a major financial services provider offering a variety of brokerage, banking, and wealth management services. It serves both individual investors and institutional clients through its diverse digital platforms and physical branch network. The market capitalization for Charles Schwab Corp. is $151.91B, while the current value of Donald Yacktman's position is $341.09M. Analysts have issued a price target of $126.71 for the stock, and its discounted cash flow is estimated at $72.79.

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