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Focused investors/Yacktman Asset Management

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
+5.59%
1-year
+20.36%
3-year
+42.40%
5-year
+55.46%
3-year vs S&P 500
-29.32%
5-year vs S&P 500
-19.21%
5-year top 5
+65.29%

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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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 32 of 50 rows. Rows without a quote are marked unavailable.

1PGProcter & Gamble11.96%Add +0.3%28,638,888$2.24B$78.24No quote
2PEPPepsiCo, Inc.11.13%Reduce -12.3%22,349,418$2.09B$93.34No quote
3FOXATwentyFirst Cen Fox A6.63%Reduce -1.5%38,175,697$1.24B$32.55No quote
4SYYSysco Corporation6.54%Add +8.2%33,960,032$1.23B$36.10No quote
5ORCLOracle Corporation6.46%Reduce -14.3%30,055,101$1.21B$40.30No quote
6KOCoca-Cola Co.6.38%Reduce -21.7%30,495,596$1.2B$39.23No quote
7CSCOCisco Systems Inc.6.17%Reduce -14.1%42,100,813$1.16B$27.46No quote
8FOXTwentyFirst Cen Fox B4.87%Add +6.6%28,311,645$912.2M$32.22No quote
9MSFTMicrosoft Corp.4.27%Reduce -15.8%18,129,351$800.41M$44.15No quote
10JNJJohnson & Johnson3.87%Reduce -11.8%7,441,948$725.29M$97.46No quote
11VIABViacom Inc Cl B3.20%Reduce -0.8%9,270,516$599.25MNo quoteNo quote
12XOMExxon Mobil Corp.2.66%Reduce -13.2%6,002,640$499.42M$83.20No quote
13BCRBard, Inc., C.R.2.53%Reduce -16.6%2,773,248$473.39MNo quoteNo quote
14SYKStryker Corporation2.49%Reduce -23.3%4,883,871$466.75M$95.57No quote
15USBU.S. Bancorp2.22%Reduce -18.9%9,590,640$416.23M$43.40No quote
16EBAYEbay Inc.1.98%Reduce -22.3%6,170,639$371.72M$60.24No quote
17COPConocoPhillips1.91%Reduce -2.1%5,843,605$358.86M$61.41No quote
18CHRWCH Robinson WW1.82%Reduce -6.2%5,462,748$340.82M$62.39No quote
19BKBNY Mellon Corp.1.54%Reduce -8.8%6,881,548$288.82M$41.97No quote
20AVPAvon Products, Inc.1.28%Add +7.0%38,341,852$240.02MNo quoteNo quote
21SIALSigma-Aldrich Corp.1.05%Reduce -1.4%1,408,946$196.34MNo quoteNo quote
22CMCSKComcast Cl A1.04%Reduce -38.5%3,267,200$195.84MNo quoteNo quote
23ELVAnthem Inc.0.97%Reduce -58.4%1,103,020$181.05M$164.14No quote
24UNUnilever N.V.0.95%Reduce -1.5%4,260,621$178.26MNo quoteNo quote
25STTState Street Corp0.82%Reduce -10.1%1,999,500$153.96M$77.00No quote
26WMTWal-Mart Stores0.79%Reduce -33.8%2,077,532$147.36M$70.93No quote
27WFCWells Fargo & Co0.74%Reduce -6.4%2,458,660$138.28M$56.24No quote
28CLXClorox Company0.60%Reduce -25.8%1,076,804$112.01M$104.02No quote
29CLColgate-Palmolive0.51%Reduce -1.0%1,475,000$96.48M$65.41No quote
30HPQHewlett-Packard0.48%Reduce -9.5%2,979,164$89.41M$30.01No quote
31BACBank of America Corp0.39%Reduce -20.8%4,330,000$73.7M$17.02No quote
32INTCIntel Corporation0.39%Reduce -1.4%2,382,000$72.45M$30.42No quote
33GLWCorning Inc.0.37%Reduce -1.7%3,523,631$69.52M$19.73No quote
34GSGoldman Sachs Grp0.32%Reduce -28.4%285,000$59.51M$208.79No quote
35LANCLancaster Colony0.25%Reduce -0.9%525,000$47.7M$90.85No quote
36SPLSStaples Inc.0.19%Reduce -0.2%2,270,000$34.75MNo quoteNo quote
37APOLApollo Education Grp0.15%Reduce -0.2%2,161,625$27.84MNo quoteNo quote
38BRK/ABerkshire Hath ACUSIP 0846701080.03%-30$6.15MNo quoteNo quote
39PMPhilip Morris Intl0.01%Reduce -2.1%28,784$2.31M$80.18No quote
40BRK/BBerkshire Hath BCUSIP 0846707020.01%-15,079$2.05MNo quoteNo quote
41MOAltria Group Inc.0.01%Reduce -1.9%25,900$1.27M$48.92No quote
42TBBKBancorp Inc., The0.01%Reduce -13.6%131,350$1.22MNo quoteNo quote
43CRMTAmerica's CAR MART Inc0.00%-14,600$720K$49.32No quote
44RAVNRaven Industries Inc.0.00%Add +17.0%31,000$630KNo quoteNo quote
45MOCOMOCON Inc.0.00%-36,364$580KNo quoteNo quote
46VMIValmont Industries Inc.0.00%-4,000$475KNo quoteNo quote
47MSOMartha Stewart Living Omnimedi0.00%Reduce -54.5%25,000$156KNo quoteNo quote
50PDCOPatterson Companies-Sold0$0No quoteNo quote
49QVCALiberty Media Int. A-Sold0$0No quoteNo quote
48DWADreamWorks Animation SKG Inc.-Sold0$0No quoteNo quote