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 68 of 72 rows. Rows without a quote are marked unavailable.
| 1 | CNQ | Canadian Natural Resources Ltd | 9.61% | Reduce -0.2% | 15,079,253 | $975.18M | $64.67 | |
| 2 | MSFT | Microsoft Corp. | 5.52% | Reduce -7.5% | 1,772,995 | $559.82M | $315.75 | |
| 3 | GOOG | Alphabet Inc. | 5.35% | Reduce -0.4% | 4,120,154 | $543.24M | $131.85 | |
| 4 | PEP | PepsiCo, Inc. | 4.27% | Reduce -0.1% | 2,557,247 | $433.3M | $169.44 | |
| 5 | UHAL-B | U-Haul Holding Company Class B | 3.82% | Add +7.2% | 7,407,767 | $388.09M | $52.39 | |
| 6 | PG | Procter & Gamble | 3.82% | Reduce -0.5% | 2,659,516 | $387.92M | $145.86 | |
| 7 | CTSH | Cognizant Technology Solutions | 3.58% | Reduce -0.3% | 5,358,073 | $362.96M | $67.74 | |
| 8 | SCHW | Charles Schwab Corp | 3.44% | Reduce -0.3% | 6,356,113 | $348.95M | $54.90 | |
| 9 | NWSA | News Corp Cl A | 3.35% | Reduce -0.2% | 16,927,806 | $339.57M | $20.06 | |
| 10 | RS | Reliance Steel & Aluminum Co. | 3.18% | Reduce -1.4% | 1,230,517 | $322.68M | $262.23 | |
| 11 | PXD | Pioneer Natural Resources | 2.88% | Add +0.0% | 1,275,446 | $292.78M | No quote | No quote |
| 12 | FOX | Fox Corp B | 2.48% | Reduce -0.5% | 8,716,364 | $251.73M | $28.88 | |
| 13 | BRK-B | Berkshire Hathaway B | 2.39% | Reduce -2.0% | 693,304 | $242.86M | $350.30 | |
| 14 | JNJ | Johnson & Johnson | 2.34% | Reduce -23.9% | 1,523,017 | $237.21M | $155.75 | |
| 15 | STT | State Street Corp | 2.30% | Reduce -0.3% | 3,481,702 | $233.13M | $66.96 | |
| 16 | FANG | Diamondback Energy Inc | 2.22% | Add +0.1% | 1,454,923 | $225.34M | $154.88 | |
| 17 | INGR | Ingredion Inc | 2.16% | Reduce -0.5% | 2,223,789 | $218.82M | $98.40 | |
| 18 | COP | ConocoPhillips | 2.15% | Reduce -0.0% | 1,822,909 | $218.38M | $119.80 | |
| 19 | EOG | EOG Resources Inc | 2.13% | Reduce -0.1% | 1,707,131 | $216.4M | $126.76 | |
| 20 | OLN | Olin Corp | 2.12% | Reduce -0.4% | 4,296,848 | $214.76M | $49.98 | |
| 21 | WFRD | Weatherford International PLC | 1.98% | Reduce -41.7% | 2,227,000 | $201.16M | $90.33 | |
| 22 | NOC | Northrop Grumman Corp | 1.77% | Reduce -0.5% | 407,948 | $179.57M | $440.19 | |
| 23 | BKNG | Booking Hldgs Inc. Com | 1.75% | Reduce -51.2% | 57,646 | $177.78M | $3083.95 | |
| 24 | ELV | Elevance Health, Inc. | 1.66% | Reduce -0.3% | 387,382 | $168.67M | $435.42 | |
| 25 | BK | BNY Mellon Corp. | 1.59% | Reduce -0.3% | 3,792,880 | $161.77M | $42.65 | |
| 26 | TSN | Tyson Foods Inc | 1.52% | Reduce -0.3% | 3,054,403 | $154.22M | $50.49 | |
| 27 | ORCL | Oracle Corporation | 1.44% | Reduce -0.9% | 1,376,699 | $145.82M | $105.92 | |
| 28 | KO | Coca-Cola Co. | 1.43% | Add +0.3% | 2,599,102 | $145.5M | $55.98 | |
| 29 | DVN | Devon Energy Corp | 1.43% | Add +1.0% | 3,044,219 | $145.21M | $47.70 | |
| 30 | LMT | Lockheed Martin Corp. | 1.34% | Add +0.1% | 333,205 | $136.27M | $408.96 | |
| 31 | DIS | Walt Disney Company | 1.33% | Reduce -0.2% | 1,661,542 | $134.67M | $81.05 | |
| 32 | EBAY | Ebay Inc. | 1.28% | Add +2.0% | 2,949,190 | $130.03M | $44.09 | |
| 33 | LHX | L3Harris Technologies | 1.12% | Add +0.1% | 654,599 | $113.98M | $174.12 | |
| 34 | WFC | Wells Fargo & Co | 1.04% | Reduce -0.5% | 2,570,961 | $105.05M | $40.86 | |
| 35 | SYY | Sysco Corporation | 0.99% | Reduce -0.0% | 1,520,742 | $100.45M | $66.05 | |
| 36 | CL | Colgate-Palmolive | 0.91% | Reduce -0.1% | 1,305,000 | $92.8M | $71.11 | |
| 37 | WBD | Warner Bros Discovery Inc | 0.86% | Add +0.0% | 7,996,284 | $86.84M | $10.86 | |
| 38 | AWI | Armstrong World Industries | 0.83% | Reduce -0.7% | 1,171,409 | $84.34M | $72.00 | |
| 39 | FOXA | Fox Corp A | 0.81% | Reduce -0.3% | 2,620,542 | $81.76M | $31.20 | |
| 40 | KVUE | Kenvue Inc | 0.75% | New | 3,774,062 | $75.78M | $20.08 | |
| 41 | CSCO | Cisco Systems Inc. | 0.73% | Reduce -0.8% | 1,381,602 | $74.27M | $53.76 | |
| 42 | CMCSA | Comcast Cl A | 0.63% | Reduce -0.5% | 1,447,800 | $64.2M | $44.34 | |
| 43 | GS | Goldman Sachs Grp | 0.61% | Reduce -0.3% | 190,960 | $61.79M | $323.57 | |
| 44 | EMBC | Embecta Corp | 0.39% | Add +1.1% | 2,650,941 | $39.9M | $15.05 | |
| 45 | UHAL | U-Haul Holding Company | 0.36% | Reduce -5.7% | 673,777 | $36.77M | $54.57 | |
| 46 | GLW | Corning Inc. | 0.36% | Reduce -0.4% | 1,185,500 | $36.12M | $30.47 | |
| 47 | EAF | Graftech International LTD | 0.35% | Add +0.9% | 9,342,157 | $35.78M | $3.83 | |
| 48 | FHB | First Hawaiian Inc. | 0.34% | Add +0.3% | 1,930,875 | $34.85M | $18.05 | |
| 49 | MU | Micron Technology Inc | 0.27% | Reduce -40.0% | 400,445 | $27.24M | $68.03 | |
| 50 | MAS | Masco Corporation | 0.19% | New | 365,619 | $19.54M | $53.45 | |
| 51 | XOM | Exxon Mobil Corp. | 0.17% | Reduce -1.9% | 147,000 | $17.28M | $117.58 | |
| 52 | UL | Unilever PLC ADR | 0.15% | Reduce -1.9% | 298,232 | $14.73M | $49.40 | |
| 53 | NWS | News Corp CL B | 0.11% | Reduce -0.8% | 557,131 | $11.63M | $20.87 | |
| 54 | BRK-A | Berkshire Hathaway A | 0.07% | Reduce -57.6% | 14 | $7.44M | $531477.00 | |
| 55 | VZ | Verizon Commun. | 0.05% | New | 150,000 | $4.86M | $32.41 | |
| 56 | MA | Mastercard Inc. | 0.04% | - | 11,130 | $4.41M | $395.91 | |
| 57 | CLX | Clorox Company | 0.04% | Add +6.9% | 31,100 | $4.08M | $131.06 | |
| 58 | SPY | Spdr S&P 500 ETF | 0.03% | Add +96.9% | 8,151 | $3.48M | $427.48 | |
| 59 | LEGH | Legacy Housing Corporation | 0.03% | Reduce -4.6% | 155,000 | $3.01M | $19.41 | |
| 60 | MCO | Moody's Corp. | 0.02% | - | 7,670 | $2.43M | $316.17 | |
| 61 | HSY | Hershey Co. | 0.02% | - | 10,200 | $2.04M | $200.08 | |
| 62 | CRMT | America's CAR MART Inc | 0.02% | Reduce -25.9% | 20,000 | $1.82M | $90.99 | |
| 63 | AMPY | Amplify Energy Corp | 0.02% | Reduce -15.5% | 245,000 | $1.8M | $7.35 | |
| 64 | AMRK | A-Mark Precious Metals, Inc. | 0.01% | New | 37,000 | $1.09M | No quote | No quote |
| 65 | RDI | Reading International, Inc. | 0.01% | Reduce -1.9% | 510,000 | $1.08M | $2.12 | |
| 66 | CATO | Cato Corp | 0.01% | - | 105,445 | $807.71K | $7.66 | |
| 67 | PM | Philip Morris Intl | 0.01% | - | 7,301 | $675.93K | $92.58 | |
| 68 | NTRS | Northern Trust Corp. | 0.01% | New | 9,500 | $660.06K | $69.48 | |
| 69 | MO | Altria Group Inc. | 0.00% | - | 5,800 | $243.89K | $42.05 | |
| 70 | USB | U.S. Bancorp | 0.00% | Reduce -23.2% | 7,000 | $231.42K | $33.06 | |
| 72 | UNVR | Univar Solutions Inc. | - | Sold | 0 | $0 | No quote | No quote |
| 71 | MSM | MSC Industrial Direct Co. | - | Sold | 0 | $0 | No quote | No quote |