Yacktman Asset Management
As of Q1 2026, this manager reported 76 long-equity positions worth $7.5B in aggregate.
As of Q1 2026, Yacktman Asset Management's Yacktman Asset Management held 76 long-equity positions with a reported value of $7.5B.
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Updated 2026-05-10 from SEC 13F data.
Live quotes available for 65 of 69 rows. Rows without a quote are marked unavailable.
| 1 | CNQ | Canadian Natural Resources Ltd | 8.06% | Reduce -0.7% | 15,108,455 | $850M | $56.26 | |
| 2 | MSFT | Microsoft Corp. | 6.19% | Reduce -0.3% | 1,917,314 | $652.92M | $340.54 | |
| 3 | GOOG | Alphabet Inc. | 4.74% | Add +0.1% | 4,135,450 | $500.27M | $120.97 | |
| 4 | PEP | PepsiCo, Inc. | 4.50% | Reduce -0.0% | 2,560,552 | $474.27M | $185.22 | |
| 5 | PG | Procter & Gamble | 3.85% | Reduce -0.3% | 2,674,049 | $405.76M | $151.74 | |
| 6 | SCHW | Charles Schwab Corp | 3.43% | Add +1.2% | 6,374,912 | $361.33M | $56.68 | |
| 7 | CTSH | Cognizant Technology Solutions | 3.33% | Add +0.4% | 5,376,416 | $350.97M | $65.28 | |
| 8 | UHAL-B | U-Haul Holding Company Class B | 3.32% | Add +1.7% | 6,910,859 | $350.17M | $50.67 | |
| 9 | RS | Reliance Steel & Aluminum Co. | 3.21% | Reduce -0.4% | 1,247,471 | $338.8M | $271.59 | |
| 10 | JNJ | Johnson & Johnson | 3.14% | Reduce -1.4% | 2,001,958 | $331.36M | $165.52 | |
| 11 | NWSA | News Corp Cl A | 3.13% | Add +0.2% | 16,956,324 | $330.65M | $19.50 | |
| 12 | BKNG | Booking Hldgs Inc. Com | 3.02% | Reduce -18.6% | 118,049 | $318.77M | $2700.33 | |
| 13 | FOX | Fox Corp B | 2.65% | Add +0.3% | 8,764,068 | $279.49M | $31.89 | |
| 14 | PXD | Pioneer Natural Resources | 2.51% | Add +0.5% | 1,275,395 | $264.24M | No quote | No quote |
| 15 | STT | State Street Corp | 2.42% | Add +0.3% | 3,493,044 | $255.62M | $73.18 | |
| 16 | WFRD | Weatherford International PLC | 2.41% | Reduce -5.0% | 3,820,800 | $253.78M | $66.42 | |
| 17 | BRK-B | Berkshire Hathaway B | 2.29% | Add +0.1% | 707,390 | $241.22M | $341.00 | |
| 18 | INGR | Ingredion Inc | 2.24% | Reduce -1.3% | 2,234,250 | $236.72M | $105.95 | |
| 19 | OLN | Olin Corp | 2.10% | New | 4,315,529 | $221.78M | $51.39 | |
| 20 | EOG | EOG Resources Inc | 1.85% | Add +0.8% | 1,708,611 | $195.53M | $114.44 | |
| 21 | FANG | Diamondback Energy Inc | 1.81% | Add +0.7% | 1,453,966 | $190.99M | $131.36 | |
| 22 | COP | ConocoPhillips | 1.79% | Add +1.3% | 1,823,145 | $188.9M | $103.61 | |
| 23 | NOC | Northrop Grumman Corp | 1.77% | Reduce 0.0% | 409,839 | $186.8M | $455.80 | |
| 24 | ELV | Elevance Health, Inc. | 1.64% | Add +0.4% | 388,751 | $172.72M | $444.29 | |
| 25 | BK | BNY Mellon Corp. | 1.61% | Add +0.3% | 3,804,991 | $169.4M | $44.52 | |
| 26 | ORCL | Oracle Corporation | 1.57% | Reduce -0.7% | 1,388,947 | $165.41M | $119.09 | |
| 27 | TSN | Tyson Foods Inc | 1.48% | Add +2.1% | 3,063,739 | $156.37M | $51.04 | |
| 28 | KO | Coca-Cola Co. | 1.48% | Reduce -0.2% | 2,590,970 | $156.03M | $60.22 | |
| 29 | LMT | Lockheed Martin Corp. | 1.45% | Reduce -0.1% | 332,887 | $153.25M | $460.38 | |
| 30 | DIS | Walt Disney Company | 1.41% | Add +0.1% | 1,664,185 | $148.58M | $89.28 | |
| 31 | DVN | Devon Energy Corp | 1.38% | Add +1.2% | 3,012,989 | $145.65M | $48.34 | |
| 32 | EBAY | Ebay Inc. | 1.22% | Add +0.4% | 2,890,183 | $129.16M | $44.69 | |
| 33 | LHX | L3Harris Technologies | 1.21% | Add +0.2% | 654,176 | $128.07M | $195.77 | |
| 34 | SYY | Sysco Corporation | 1.07% | Add +0.9% | 1,521,152 | $112.87M | $74.20 | |
| 35 | WFC | Wells Fargo & Co | 1.05% | Reduce -0.2% | 2,584,852 | $110.32M | $42.68 | |
| 36 | CL | Colgate-Palmolive | 0.95% | Add +0.3% | 1,305,700 | $100.59M | $77.04 | |
| 37 | WBD | Warner Bros Discovery Inc | 0.95% | Add +0.4% | 7,994,718 | $100.25M | $12.54 | |
| 38 | FOXA | Fox Corp A | 0.85% | Reduce -0.5% | 2,627,340 | $89.33M | $34.00 | |
| 39 | AWI | Armstrong World Industries | 0.82% | Add +1.4% | 1,179,257 | $86.63M | $73.46 | |
| 40 | CSCO | Cisco Systems Inc. | 0.68% | Reduce -0.3% | 1,392,526 | $72.05M | $51.74 | |
| 41 | UNVR | Univar Solutions Inc. | 0.68% | Reduce -0.3% | 1,999,040 | $71.65M | No quote | No quote |
| 42 | GS | Goldman Sachs Grp | 0.59% | Add +0.8% | 191,586 | $61.79M | $322.54 | |
| 43 | CMCSA | Comcast Cl A | 0.57% | Add +0.5% | 1,454,800 | $60.45M | $41.55 | |
| 44 | EMBC | Embecta Corp | 0.54% | Add +1.0% | 2,621,589 | $56.63M | $21.60 | |
| 45 | EAF | Graftech International LTD | 0.44% | Add +8.5% | 9,256,476 | $46.65M | $5.04 | |
| 46 | MU | Micron Technology Inc | 0.40% | Add +4.3% | 667,171 | $42.11M | $63.11 | |
| 47 | GLW | Corning Inc. | 0.40% | - | 1,190,000 | $41.7M | $35.04 | |
| 48 | UHAL | U-Haul Holding Company | 0.37% | Reduce -0.6% | 714,614 | $39.53M | $55.32 | |
| 49 | FHB | First Hawaiian Inc. | 0.33% | Add +0.7% | 1,924,107 | $34.65M | $18.01 | |
| 50 | MSM | MSC Industrial Direct Co. | 0.26% | Reduce -3.0% | 291,035 | $27.73M | $95.28 | |
| 51 | BRK-A | Berkshire Hathaway A | 0.16% | - | 33 | $17.09M | $517810.00 | |
| 52 | XOM | Exxon Mobil Corp. | 0.15% | Add +1.8% | 149,800 | $16.07M | $107.25 | |
| 53 | UL | Unilever PLC ADR | 0.15% | Reduce -1.8% | 304,003 | $15.85M | $52.13 | |
| 54 | NWS | News Corp CL B | 0.10% | Reduce -0.8% | 561,648 | $11.08M | $19.72 | |
| 55 | CLX | Clorox Company | 0.04% | - | 29,100 | $4.63M | $159.04 | |
| 56 | MA | Mastercard Inc. | 0.04% | - | 11,130 | $4.38M | $393.30 | |
| 57 | LEGH | Legacy Housing Corporation | 0.04% | Reduce -4.4% | 162,500 | $3.77M | $23.19 | |
| 58 | CRMT | America's CAR MART Inc | 0.03% | Reduce -25.0% | 27,000 | $2.69M | $99.78 | |
| 59 | MCO | Moody's Corp. | 0.03% | - | 7,670 | $2.67M | $347.72 | |
| 60 | HSY | Hershey Co. | 0.02% | - | 10,200 | $2.55M | $249.70 | |
| 61 | AMPY | Amplify Energy Corp | 0.02% | Reduce -13.4% | 290,000 | $1.96M | $6.77 | |
| 62 | SPY | Spdr S&P 500 ETF | 0.02% | Add +19.5% | 4,140 | $1.84M | $443.28 | |
| 63 | RDI | Reading International, Inc. | 0.01% | Reduce -7.1% | 520,000 | $1.38M | $2.65 | |
| 64 | CATO | Cato Corp | 0.01% | - | 105,445 | $846.72K | $8.03 | |
| 65 | PM | Philip Morris Intl | 0.01% | Reduce -18.9% | 7,301 | $712.72K | $97.62 | |
| 66 | USB | U.S. Bancorp | 0.00% | Reduce -12.3% | 9,118 | $301.26K | $33.04 | |
| 67 | MO | Altria Group Inc. | 0.00% | - | 5,800 | $262.74K | $45.30 | |
| 69 | EWY | iShares MSCI South Korea ETF | - | Sold | 0 | $0 | No quote | No quote |
| 68 | ACA | Arcosa Inc. | - | Sold | 0 | $0 | No quote | No quote |