Ditinjau oleh Analis Internal Gotrade
Donald Yacktman adalah legenda investasi yang dikenal dengan pendekatannya yang tenang namun sangat disiplin. Filosofinya berfokus pada "Forward Rate of Return", membeli bisnis berkualitas tinggi yang dikelola oleh manajemen yang berorientasi pada pemegang saham, namun dengan harga yang murah.
Portofolio Yacktman adalah definisi keseimbangan antara "Defensif" dan "Oportunis". Ia sangat menyukai saham-saham konsumen yang "membosankan" namun stabil seperti Procter & Gamble (PG) dan PepsiCo (PEP).
Namun, ia tidak takut mengambil posisi besar (high conviction) pada sektor yang ia anggap undervalued, yang terlihat jelas dari posisi nomor satunya di sektor energi, Canadian Natural Resources (CNQ), yang mendominasi portofolionya.
Data Snapshot
- Portfolio Value (Valuasi Portofolio): ~$7.2 Billion (Estimasi Total Aset yang Dilaporkan)
- Top 5 Assets (Aset Terbanyak):
- Canadian Natural Resources (CNQ) — 9.21%
- Microsoft Corp (MSFT) — 7.34%
- Schwab (Charles) Corp (SCHW) — 5.52%
- Fox Corp - Class B (FOX) — 4.58%
- Procter & Gamble (PG) — 4.11%
- Top Sector (Sektor Dominan): Energy, Technology & Consumer Defensive
Portofolio
Data diupdate pada 31 Desember 2025, diambil dari Valuesider
| Ticker | Stock | % of Portfolio | Shares* | Reported Price* | % difference Current Price | Value |
|---|---|---|---|---|---|---|
| AMRK | A-MARK PRECIOUS METALS INC | 0.00% | 9,000 | $25.87 | 🟢 33.71% | $232,830 |
| GOOG | ALPHABET INC-CL C | 3.91% | 1,166,413 | $243.55 | 🟢 29.08% | $284,079,886 |
| MO | ALTRIA GROUP INC | 0.00% | 4,200 | $66.06 | 🔴 12.76% | $277,452 |
| UHAL | AMERCO | 0.26% | 330,774 | $57.07 | 🔴 11.21% | $18,877,272 |
| CRMT | AMERICA'S CAR-MART INC | 0.05% | 133,000 | $29.21 | 🔴 14.17% | $3,884,930 |
| AMPY | AMPLIFY ENERGY CORP | 0.02% | 230,000 | $5.25 | 🔴 11.43% | $1,207,500 |
| ANTM | ANTHEM INC | 1.49% | 334,373 | $323.12 | - | $108,042,604 |
| AON | AON PLC-CLASS A | 0.06% | 12,915 | $356.58 | 🟢 0.21% | $4,605,231 |
| AWI | ARMSTRONG WORLD INDUSTRIES | 2.05% | 759,285 | $196.01 | 🔴 2.14% | $148,827,453 |
| BK | BANK OF NEW YORK MELLON CORP | 0.59% | 394,729 | $108.96 | 🟢 7.75% | $43,009,672 |
| BRK.B | BERKSHIRE HATHAWAY INC CL-B | 2.22% | 320,356 | $502.74 | - | $161,055,775 |
| CNQ | CANADIAN NATURAL RESOURCES | 9.21% | 20,908,511 | $31.96 | 🟢 4.38% | $668,236,012 |
| CATO | CATO CORP-CLASS A | 0.01% | 105,445 | $4.21 | 🔴 26.13% | $443,923 |
| CSCO | CISCO SYSTEMS INC | 0.34% | 360,176 | $68.42 | 🟢 13.43% | $24,643,242 |
| CLX | CLOROX COMPANY | 0.10% | 58,995 | $123.30 | 🔴 19.44% | $7,274,083 |
| KO | COCA-COLA CO/THE | 1.95% | 2,136,227 | $66.32 | 🟢 5.73% | $141,674,575 |
| CTSH | COGNIZANT TECH SOLUTIONS-A | 3.05% | 3,299,434 | $67.07 | 🟢 27.08% | $221,293,038 |
| CL | COLGATE-PALMOLIVE CO | 0.87% | 793,900 | $79.94 | 🔴 0.20% | $63,464,366 |
| CMCSA | COMCAST CORP-CLASS A | 0.51% | 1,169,000 | $31.42 | 🔴 4.90% | $36,729,980 |
| COP | CONOCOPHILLIPS | 2.07% | 1,587,743 | $94.59 | 🔴 2.19% | $150,184,610 |
| CPRT | COPART INC | 0.05% | 75,195 | $44.97 | 🔴 12.12% | $3,381,519 |
| DAR | DARLING INGREDIENTS INC | 0.63% | 1,486,315 | $30.87 | 🟢 15.61% | $45,882,544 |
| DVN | DEVON ENERGY CORP | 0.25% | 521,166 | $35.06 | 🟢 3.28% | $18,272,080 |
| FANG | DIAMONDBACK ENERGY INC | 2.00% | 1,014,468 | $143.10 | 🟢 4.07% | $145,170,371 |
| EBAY | EBAY INC | 1.98% | 1,577,038 | $90.95 | 🔴 3.94% | $143,431,606 |
| EMBC | EMBECTA CORP | 0.43% | 2,191,706 | $14.11 | 🔴 16.37% | $30,924,972 |
| EOG | EOG RESOURCES INC | 1.88% | 1,219,188 | $112.12 | 🔴 6.73% | $136,695,359 |
| FICO | FAIR ISAAC CORP | 0.05% | 2,534 | $1,496.53 | 🟢 18.42% | $3,792,207 |
| FOXA | FOX CORP - CLASS A | 1.32% | 1,520,292 | $63.06 | 🟢 17.11% | $95,869,635 |
| FOX | FOX CORP - CLASS B | 4.58% | 5,798,698 | $57.29 | 🟢 13.81% | $332,207,408 |
| GS | GOLDMAN SACHS GROUP INC | 0.08% | 6,900 | $796.35 | 🟢 12.31% | $5,494,815 |
| EAF | GRAFTECH INTERNATIONAL LTD | 0.19% | 1,068,938 | $12.82 | - | $13,703,790 |
| INGR | INGREDION INC | 2.43% | 1,442,086 | $122.11 | 🔴 8.90% | $176,093,121 |
| JNJ | JOHNSON & JOHNSON | 3.29% | 1,287,234 | $185.42 | 🟢 12.21% | $238,678,999 |
| KVUE | KENVUE INC | 1.78% | 7,939,962 | $16.23 | 🟢 6.16% | $128,865,583 |
| LHX | L3HARRIS TECHNOLOGIES INC | 1.75% | 416,780 | $305.41 | 🔴 3.06% | $127,288,780 |
| LEGH | LEGACY HOUSING CORP | 0.02% | 60,000 | $27.51 | 🔴 28.06% | $1,650,600 |
| LMT | LOCKHEED MARTIN CORP | 1.49% | 216,881 | $499.21 | 🔴 2.07% | $108,269,164 |
| MMC | MARSH & MCLENNAN COS | 0.05% | 17,345 | $201.53 | 🔴 6.85% | $3,495,538 |
| MAS | MASCO CORP | 0.25% | 252,995 | $70.39 | 🔴 8.37% | $17,808,318 |
| MA | MASTERCARD INC - A | 0.09% | 11,670 | $568.81 | 🟢 1.67% | $6,638,013 |
| MSFT | MICROSOFT CORP | 7.34% | 1,028,018 | $517.95 | 🔴 5.99% | $532,461,923 |
| MCO | MOODY'S CORP | 0.08% | 12,425 | $476.48 | 🟢 9.07% | $5,920,264 |
| MSCI | MSCI INC | 0.09% | 10,900 | $567.41 | 🟢 3.21% | $6,184,769 |
| NWSA | NEWS CORP - CLASS A | 3.14% | 7,422,037 | $30.71 | 🔴 14.59% | $227,930,756 |
| NWS | NEWS CORP - CLASS B | 0.00% | 8,140 | $34.55 | 🔴 13.75% | $281,237 |
| NTRS | NORTHERN TRUST CORP | 0.02% | 9,500 | $134.60 | 🟢 3.87% | $1,278,700 |
| NOC | NORTHROP GRUMMAN CORP | 1.66% | 197,840 | $609.32 | 🔴 4.99% | $120,547,869 |
| OLN | OLIN CORP | 1.37% | 3,974,154 | $24.99 | 🔴 15.89% | $99,314,108 |
| PEP | PEPSICO INC | 3.99% | 2,060,313 | $140.44 | 🟢 2.67% | $289,350,358 |
| PM | PHILIP MORRIS INTERNATIONAL | 0.01% | 6,300 | $162.20 | 🔴 0.13% | $1,021,860 |
| PG | PROCTER & GAMBLE CO/THE | 4.11% | 1,941,870 | $153.65 | 🔴 5.82% | $298,368,325 |
| RDI | READING INTERNATIONAL INC-A | 0.01% | 275,000 | $1.47 | 🔴 31.97% | $404,250 |
| RS | RELIANCE STEEL & ALUMINUM | 2.72% | 702,190 | $280.83 | 🟢 4.55% | $197,196,018 |
| SCHW | SCHWAB (CHARLES) CORP | 5.52% | 4,194,646 | $95.47 | 🟢 6.22% | $400,462,854 |
| SPY | SPDR S&P 500 ETF TRUST | 0.04% | 4,467 | $666.18 | 🟢 3.28% | $2,975,826 |
| STT | STATE STREET CORP | 1.68% | 1,051,860 | $116.01 | 🟢 13.50% | $122,026,279 |
| SYY | SYSCO CORP | 1.42% | 1,252,756 | $82.34 | 🔴 9.73% | $103,151,929 |
| TLN | TALEN ENERGY CORP | 2.11% | 360,100 | $425.38 | 🔴 10.93% | $153,179,338 |
| TDY | TELEDYNE TECHNOLOGIES INC | 0.02% | 2,400 | $586.04 | 🔴 11.63% | $1,406,496 |
| TSN | TYSON FOODS INC-CL A | 1.91% | 2,548,535 | $54.30 | 🟢 7.88% | $138,385,450 |
| UHAL.B | U-HAUL HOLDING CO-NON VOTING | 4.07% | 5,801,620 | $50.90 | - | $295,302,458 |
| UL | UNILEVER PLC-SPONSORED ADR | 0.19% | 235,669 | $59.28 | - | $13,970,458 |
| UNH | UNITEDHEALTH GROUP INC | 0.83% | 174,588 | $345.30 | 🔴 4.66% | $60,285,236 |
| VRSK | VERISK ANALYTICS INC | 0.05% | 13,160 | $251.51 | 🔴 10.34% | $3,309,872 |
| VZ | VERIZON COMMUNICATIONS INC | 0.02% | 40,000 | $43.95 | 🔴 7.92% | $1,758,000 |
| V | VISA INC-CLASS A SHARES | 0.00% | 732 | $341.38 | 🟢 3.98% | $249,890 |
| DIS | WALT DISNEY CO/THE | 2.14% | 1,357,848 | $114.50 | 🔴 0.29% | $155,473,630 |
| WBD | WARNER BROS DISCOVERY INC | 1.97% | 7,338,337 | $19.53 | 🟢 47.16% | $143,317,722 |
| WFC | WELLS FARGO & CO | 0.15% | 126,012 | $83.82 | 🟢 12.85% | $10,562,326 |
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Data diupdate pada 31 Desember 2025, diambil dari Valuesider
