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Wall Street Portfolios/Donald Yacktman
Donald Yacktman
Defensive ValueAs of 2026-03-31

Donald Yacktman

Yacktman Asset Management LP

Founder of Yachtman Asset Management. Employing a defensive value investing strategy with particularly strong performance in down markets, concentrating investments in stable cash flow businesses.

$7.50BAUM
68Holdings
2026-03-31 Summary

4개 종목 신규 매수 (PYPL, FDS, AVTR 등) · 6개 종목 추가 매수 (LEGH, FICO, EMBC 등) · 24개 비중 축소 · Top holding: CNQ 10.7%

Portfolio Heatmap

Size = portfolio weight · Green = added · Red = reduced

This Quarter's Trades

2026-03-31 기준
New Buy4
PYPLPYPLPayPal Holdings, Inc.$103.61M1.4%FDSFDSFactSet Research Systems Inc.$49.01M0.7%AVTRAVTRAvantor, Inc.$37.20M0.5%BRBRBRBRBellRing Brands, Inc.$24.10M0.3%
Added6
LEGHLEGHLegacy Housing Corporation$14.42M0.2%FICOFICOFair Isaac Corporation$6.57M<0.1%EMBCEMBCEmbecta Corporation$32.46M0.4%BILBILState Street SPDR Bloomberg 1-3 Month T-Bill ETF$19.44M0.3%CRMTCRMTAmerica's Car-Mart, Inc.$2.48M<0.1%TDYTDYTeledyne Technologies Incorporated$1.51M<0.1%
Sold / Exited6
SPYSPYState Street SPDR S&P 500 ETF$2.45M<0.1%VZVZVerizon Communications Inc.$1.00M<0.1%CSCOCSCOCisco Systems, Inc.$16.34M0.2%EWYEWYiShares Trust$120.62M1.6%CNQCNQCanadian Natural Resources Limited$806.07M10.7%AMPYAMPYAmplify Energy Corp.$1.31M<0.1%

Holdings

68 positions
#
Stock ⇅
Weight ↓
SharesValue
Change ⇅
Trend
1
99.28%
5,900$975,506-6.35%Partial Sell
2
0.08%
16,541,598$806.07M-11.90%Partial Sell
3
0.04%
992,916$367.55M+3.02%Added
4
0.04%
3,904,856$366.98M-0.80%Partial Sell
5
0.03%
1,126,534$323.16M-0.29%Partial Sell
6
0.03%
2,027,967$314.92M-0.03%Partial Sell
7
0.03%
1,249,409$305.41M-0.26%Partial Sell
8
0.03%
5,566,518$295.58M-0.06%Partial Sell
9
0.03%
1,931,131$278.93M+0.67%Added
10
0.02%
693,126$210.65M+0.22%Added

FAQ

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