Yacktman Asset Management
As of Q2 2026, Yacktman Asset Management reported 74 long-equity positions worth $8.09B in aggregate.
Copy-investor backtest
- Latest quarter
- +5.21%
- 1-year
- +19.91%
- 3-year
- +41.83%
- 5-year
- +55.03%
- 3-year vs S&P 500
- -29.88%
- 5-year vs S&P 500
- -19.64%
- 5-year top 5
- +65.75%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Sells
These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| EWY | iShares Trust | Reduce -43.1% | 1.39% | 557,535 | $112.57M | $201.90 | $116.89 - $220.89(82%)$126.22 -> $201.90 |
| CSCO | Cisco Systems, Inc. | Sold | — | 0 | $0 | — | - |
| AMRK | Gold.com, Inc. | Sold | — | 0 | $0 | — | - |
| MMC | Marsh & McLennan Companies, Inc. | Sold | — | 0 | $0 | — | - |
| BK | Bank of New York Mellon Corp | Reduce -82.0% | 0.12% | 64,400 | $9.31M | $144.61 | $118.58 - $148.50(87%)$120.97 -> $143.56 |
| EBAY | eBay Inc. | Reduce -17.4% | 1.74% | 1,262,742 | $141.11M | $111.75 | $90.54 - $119.31(74%)$93.13 -> $111.75 |
| CNQ | Canadian Natural Resources Limited | Reduce -0.5% | 8.04% | 16,462,508 | $650.27M | $39.50 | $39.02 - $49.75(4%)$46.56 -> $39.50 |
| FOXA | Fox Corporation | Reduce -0.3% | 0.76% | 1,185,089 | $61.81M | $52.16 | $48.34 - $69.17(18%)$58.46 -> $52.16 |
| PM | Philip Morris International Inc. | Reduce -15.3% | 0.01% | 5,000 | $904.55K | $180.91 | $151.63 - $193.05(71%)$157.33 -> $180.91 |
| SPY | State Street SPDR S&P 500 ETF | Reduce -5.6% | 0.03% | 3,558 | $2.66M | $746.77 | $645.11 - $760.40(88%)$655.24 -> $746.77 |
| TLN | Talen Energy Corp | Reduce -0.0% | 1.71% | 359,800 | $138.26M | $384.26 | $309.36 - $449.84(53%)$328.08 -> $384.26 |
| AMPY | Amplify Energy Corp. | Reduce -2.4% | 0.01% | 205,000 | $815.9K | $3.98 | $3.86 - $6.47(5%)$5.87 -> $3.98 |