Donald Yacktman - Yacktman Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    76
Portfolio value:    $7,499,157,453
Holdings Activity Buys Sells    History
Holding/activity history for  Canadian Natural Resources Ltd. (CNQ)
← All CNQ superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 16,541,598 10.75 Reduce 11.90% 1.06 $30.13–51.34 · VW $42.23i $806,072,071 SEC
2025   Q4 18,775,420 8.90 Reduce 10.20% 0.94 $29.68–35.12 · VW $32.79i $635,547,967 SEC
2025   Q3 20,908,511 9.21 Reduce 5.51% 0.51 $29.30–33.24 · VW $31.49i $668,236,012 SEC
2025   Q2 22,126,877 9.33 Reduce 18.85% 2.08 $24.65–34.34 · VW $30.25i $694,783,938 SEC
2025   Q1 27,266,207 11.04 Reduce 5.76% 0.60 $25.62–33.51 · VW $29.91i $839,799,176 SEC
2024   Q4 28,933,385 10.44 Reduce 0.25% 0.03 $29.23–37.91 · VW $33.45i $893,173,595 SEC
2024   Q3 29,006,951 9.88 Reduce 1.53% 0.15 $31.66–37.63 · VW $34.69i $963,320,843 SEC
2024   Q2 29,456,746 9.84 Reduce 2.06% 0.21 $33.04–41.29 · VW $37.96i $1,048,660,158 SEC
2024   Q1 30,075,822 10.32 Add 0.72% 0.07 $29.45–38.28 · VW $34.05i $1,147,693,368 SEC
2023   Q4 29,859,584 9.10 Reduce 0.99% 0.10 $29.58–34.37 · VW $32.36i $978,199,972 SEC
2023   Q3 30,158,506 9.61 Reduce 0.19% 0.02 $26.81–33.62 · VW $31.24i $975,175,292 SEC
2023   Q2 30,216,910 8.06 Reduce 0.69% 0.06 $26.33–31.17 · VW $28.61i $850,001,678 SEC
2023   Q1 30,427,658 8.33 Add 0.27% 0.02 $24.41–31.15 · VW $28.31i $842,085,435 SEC
2022   Q4 30,344,286 8.39 Reduce 4.02% 0.32 $24.22–31.28 · VW $28.65i $842,509,101 SEC
2022   Q3 31,615,128 8.02 Reduce 8.35% 0.79 $21.84–29.30 · VW $25.74i $736,158,000 SEC
2022   Q2 34,495,531 9.41 Reduce 0.36% 0.03 $24.18–34.57 · VW $30.08i $906,817,000 SEC
2022   Q1 34,620,005 9.38 Reduce 0.43% 0.03 $20.72–31.39 · VW $26.74i $1,050,807,000 SEC
2021   Q4 34,770,692 6.41 Add 2.32% 0.15 $17.81–21.71 · VW $20.17i $719,423,000 SEC
2021   Q3 33,982,155 5.85 Add 30.31% 1.36 $14.46–18.31 · VW $16.53i $608,084,000 SEC
2021   Q2 26,078,843 4.50 Add 90.65% 2.14 $14.13–18.66 · VW $16.32i $463,340,000 SEC
2021   Q1 13,678,570 2.16 Buy 2.16 $10.97–15.98 · VW $13.38i $206,786,000 SEC
Price snapshot:
Current price$43.05
Avg. buy price$17.00
+/- since buy153.19%
52-week low$28.73
52-week high$50.44