Institutions / Yacktman Asset Management LP
Yacktman Asset Management LP
CIK 905567 · Institution · as of Dec 31, 2025
Portfolio value
$7.14B
Positions
72
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 72 →
| Company | Value | % of portfolio |
|---|---|---|
| Canadian Natural Resources Limited | $635.55M | 8.9% |
| Microsoft Corp | $466.13M | 6.5% |
| Schwab Charles Corp | $393.30M | 5.5% |
| Fox Corp | $361.65M | 5.1% |
| Alphabet Inc. | $354.53M | 5.0% |
| Pepsico Inc | $291.15M | 4.1% |
| PROCTER & GAMBLE Co | $274.92M | 3.8% |
| U-Haul Holding Co | $270.50M | 3.8% |
| Johnson & Johnson | $259.24M | 3.6% |
| Cognizant Technology Solutions Corp | $247.62M | 3.5% |
| Reliance, Inc. | $199.79M | 2.8% |
| News Corp | $191.44M | 2.7% |
| Warren E. Buffett | $157.35M | 2.2% |
| Ingredion Inc | $156.97M | 2.2% |
| Walt Disney Co | $151.76M | 2.1% |
| Diamondback Energy, Inc. | $149.82M | 2.1% |
| Coca Cola Co | $147.42M | 2.1% |
| Tyson Foods Inc | $145.93M | 2.0% |
| ConocoPhillips | $145.09M | 2.0% |
| Armstrong World Industries Inc | $141.75M | 2.0% |
| Kenvue Inc. | $135.54M | 1.9% |
| Talen Energy Corp | $134.94M | 1.9% |
| Ebay Inc | $133.47M | 1.9% |
| Eog Resources Inc | $124.65M | 1.7% |
| L3HARRIS Technologies, Inc. /De | $119.84M | 1.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.