Donald Yacktman Portfolio

Yacktman Asset Management Holdings

After graduating from Harvard Business School, Donald Yacktman began his investment career in 1968 at Stein Roe and Farnham. After 14 years as a portfolio manager, he left to go to Vincent Chesley's firm. He was so successful that he got Morningstar’s award best portfolio manager 1991. Yacktman founded the company Yacktman Asset Management in 1992 and his son Stephen joined a year later. Since then his son has increasingly taken on responsibility for managing it. In 1999 they became equal partners in the company. Their strategy is to look for stocks that are sustainable for a very long time, they call it "Risk Adjusted Forward Returns". They look at the growth rate, profitability, and reinvestment rates to determine probabilities for future returns.
Donald Yacktman's investment strategy highlights his top five stock selections, showcasing a diversified portfolio that leans toward energy, technology, internet services, vehicle rentals, and financial services. Leading the pack is Canadian Natural Resources Ltd., constituting 9.6% of his portfolio, suggesting a bullish stance on the energy sector. Microsoft Corporation follows at 6.1%, reflecting confidence in the enduring strength and growth potential of tech giants. Alphabet Inc’s Class C shares capture 5.0% of Yacktman's portfolio, indicating an investment belief in the company’s consistent innovation and dominant market position in online services. U-Haul Holding Company (formerly Amerco) appears next at 4.2%, highlighting an interest in rental and storage service providers, potentially due to their stable demand across various economic conditions. Lastly, Charles Schwab Corp., weighing in at 3.9%, reveals Yacktman's trust in the opportunities within the brokerage and banking sectors.
This composition mirrors Donald Yacktman’s strategic approach to investing by allocating significant percentages to industry leaders with robust business models and substantial competitive advantages. The summary not only informs potential investors about where Yacktman has positioned assets for growth or stability but also echoes the themes that are prevalent throughout his investment decisions.

$11.5 Billion Total portoflio value
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