Defensive ValueAs of 2026-06-30
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.
$8.09BAUM
66Holdings
2026-06-30 Summary
1개 종목 신규 매수 (BR) · 6개 종목 추가 매수 (INTU, BRBR, VRSK 등) · 9개 비중 축소 · Top holding: CNQ 8.0%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-06-30 기준
Holdings
66 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  CNQCanadian Natural Resources Limited | 8.04% | 16,462,508 | $650.27M | -0.48% | Partial Sell |
| 2 |  GOOGAlphabet Inc. | 4.93% | 1,129,129 | $398.96M | +0.23% | Added |
| 3 |  SCHWCharles Schwab Corp | 4.68% | 4,101,552 | $378.45M | +5.04% | Added |
| 4 |  MSFTMicrosoft Corporation | 4.65% | 1,009,284 | $376.48M | +1.65% | Added |
| 5 |  JNJJohnson & Johnson | 3.96% | 1,259,977 | $320.00M | +0.85% | Added |
| 6 |  PGProcter & Gamble Company | 3.56% | 1,963,488 | $287.93M | +1.68% | Added |
| 7 |  PEPPepsiCo, Inc. | 3.47% | 2,072,843 | $280.66M | +2.21% | Added |
| 8 |  FOXFox Corporation | 3.27% | 5,649,828 | $264.64M | +1.50% | Added |
| 9 |  RSReliance, Inc. | 3.23% | 698,566 | $260.98M | +0.78% | Added |
| 10 |  NWSANews Corporation | 2.32% | 7,554,958 | $187.59M | +2.25% | Added |
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