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 2026-05-30 from SEC 13F data.
Live quotes available for 68 of 70 rows. Rows without a quote are marked unavailable.
| 1 | CNQ | Canadian Natural Resources Ltd | 9.10% | Reduce -1.0% | 14,929,792 | $978.2M | $65.52 | |
| 2 | MSFT | Microsoft Corp. | 5.72% | Reduce -7.7% | 1,636,655 | $615.45M | $376.04 | |
| 3 | GOOG | Alphabet Inc. | 4.99% | Reduce -7.6% | 3,808,388 | $536.72M | $140.93 | |
| 4 | UHAL-B | U-Haul Holding Company Class B | 4.85% | Reduce -0.1% | 7,398,460 | $521.15M | $70.44 | |
| 5 | SCHW | Charles Schwab Corp | 4.04% | Reduce -0.6% | 6,316,361 | $434.57M | $68.80 | |
| 6 | PEP | PepsiCo, Inc. | 4.01% | Reduce -0.8% | 2,536,865 | $430.86M | $169.84 | |
| 7 | NWSA | News Corp Cl A | 3.82% | Reduce -1.1% | 16,739,790 | $410.96M | $24.55 | |
| 8 | CTSH | Cognizant Technology Solutions | 3.63% | Reduce -3.4% | 5,173,699 | $390.77M | $75.53 | |
| 9 | PG | Procter & Gamble | 3.44% | Reduce -5.1% | 2,523,944 | $369.86M | $146.54 | |
| 10 | RS | Reliance Steel & Aluminum Co. | 3.15% | Reduce -1.5% | 1,211,704 | $338.89M | $279.68 | |
| 11 | STT | State Street Corp | 2.46% | Reduce -1.8% | 3,419,857 | $264.9M | $77.46 | |
| 12 | PXD | Pioneer Natural Resources | 2.33% | Reduce -12.7% | 1,114,110 | $250.54M | No quote | No quote |
| 13 | BRK-B | Berkshire Hathaway B | 2.27% | Reduce -1.3% | 683,980 | $243.95M | $356.66 | |
| 14 | INGR | Ingredion Inc | 2.24% | Reduce -0.4% | 2,215,434 | $240.44M | $108.53 | |
| 15 | FOX | Fox Corp B | 2.21% | Reduce -1.4% | 8,597,368 | $237.72M | $27.65 | |
| 16 | JNJ | Johnson & Johnson | 2.21% | Reduce -0.4% | 1,516,513 | $237.7M | $156.74 | |
| 17 | FANG | Diamondback Energy Inc | 2.19% | Add +4.5% | 1,520,447 | $235.79M | $155.08 | |
| 18 | OLN | Olin Corp | 2.14% | Reduce -0.8% | 4,261,861 | $229.93M | $53.95 | |
| 19 | EOG | EOG Resources Inc | 2.01% | Add +4.8% | 1,789,433 | $216.43M | $120.95 | |
| 20 | COP | ConocoPhillips | 1.96% | Reduce -0.3% | 1,817,864 | $211M | $116.07 | |
| 21 | BK | BNY Mellon Corp. | 1.83% | Reduce -0.4% | 3,778,855 | $196.69M | $52.05 | |
| 22 | NOC | Northrop Grumman Corp | 1.77% | Reduce -0.6% | 405,617 | $189.89M | $468.14 | |
| 23 | ELV | Elevance Health, Inc. | 1.69% | Reduce -0.4% | 385,821 | $181.94M | $471.56 | |
| 24 | BKNG | Booking Hldgs Inc. Com | 1.54% | Reduce -19.1% | 46,630 | $165.41M | $3547.22 | |
| 25 | TSN | Tyson Foods Inc | 1.51% | Reduce -1.1% | 3,022,422 | $162.46M | $53.75 | |
| 26 | KO | Coca-Cola Co. | 1.42% | Reduce -0.3% | 2,591,319 | $152.71M | $58.93 | |
| 27 | LMT | Lockheed Martin Corp. | 1.40% | Reduce -0.3% | 332,152 | $150.54M | $453.24 | |
| 28 | DIS | Walt Disney Company | 1.38% | Reduce -0.8% | 1,648,856 | $148.88M | $90.29 | |
| 29 | DVN | Devon Energy Corp | 1.37% | Add +6.9% | 3,253,163 | $147.37M | $45.30 | |
| 30 | ORCL | Oracle Corporation | 1.34% | Reduce -0.8% | 1,365,198 | $143.93M | $105.43 | |
| 31 | LHX | L3Harris Technologies | 1.28% | Reduce -0.1% | 653,768 | $137.7M | $210.62 | |
| 32 | WFRD | Weatherford International PLC | 1.26% | Reduce -37.8% | 1,384,500 | $135.45M | $97.83 | |
| 33 | EBAY | Ebay Inc. | 1.19% | Reduce -0.9% | 2,922,730 | $127.49M | $43.62 | |
| 34 | WFC | Wells Fargo & Co | 1.17% | Reduce -0.5% | 2,558,451 | $125.93M | $49.22 | |
| 35 | KVUE | Kenvue Inc | 1.08% | Add +43.3% | 5,409,457 | $116.47M | $21.53 | |
| 36 | AWI | Armstrong World Industries | 1.06% | Reduce -0.9% | 1,161,243 | $114.17M | $98.32 | |
| 37 | SYY | Sysco Corporation | 1.03% | Reduce -0.3% | 1,515,425 | $110.82M | $73.13 | |
| 38 | CL | Colgate-Palmolive | 0.96% | Reduce -0.2% | 1,301,900 | $103.77M | $79.71 | |
| 39 | WBD | Warner Bros Discovery Inc | 0.85% | Reduce 0.0% | 7,996,117 | $91M | $11.38 | |
| 40 | FOXA | Fox Corp A | 0.72% | Reduce -0.5% | 2,608,580 | $77.4M | $29.67 | |
| 41 | GS | Goldman Sachs Grp | 0.68% | Reduce -0.2% | 190,613 | $73.53M | $385.77 | |
| 42 | CSCO | Cisco Systems Inc. | 0.64% | Reduce -1.1% | 1,365,795 | $69M | $50.52 | |
| 43 | CMCSA | Comcast Cl A | 0.59% | Reduce -0.2% | 1,445,500 | $63.39M | $43.85 | |
| 44 | EMBC | Embecta Corp | 0.47% | Add +0.8% | 2,671,237 | $50.57M | $18.93 | |
| 45 | FHB | First Hawaiian Inc. | 0.41% | Add +0.3% | 1,936,687 | $44.27M | $22.86 | |
| 46 | UHAL | U-Haul Holding Company | 0.37% | Reduce -18.6% | 548,420 | $39.38M | $71.80 | |
| 47 | GLW | Corning Inc. | 0.34% | - | 1,185,500 | $36.1M | $30.45 | |
| 48 | MU | Micron Technology Inc | 0.31% | Reduce -1.2% | 395,600 | $33.76M | $85.34 | |
| 49 | MAS | Masco Corporation | 0.30% | Add +30.0% | 475,183 | $31.83M | $66.98 | |
| 50 | SPY | Spdr S&P 500 ETF | 0.26% | Add +609.3% | 57,814 | $27.48M | $475.31 | |
| 51 | EAF | Graftech International LTD | 0.24% | Add +27.6% | 11,922,290 | $26.11M | $2.19 | |
| 52 | XOM | Exxon Mobil Corp. | 0.14% | Reduce -1.1% | 145,400 | $14.54M | $99.98 | |
| 53 | UL | Unilever PLC ADR | 0.13% | Reduce -2.5% | 290,653 | $14.09M | $48.48 | |
| 54 | NWS | News Corp CL B | 0.13% | Reduce -3.5% | 537,527 | $13.83M | $25.72 | |
| 55 | BRK-A | Berkshire Hathaway A | 0.07% | - | 14 | $7.6M | $542625.00 | |
| 56 | VZ | Verizon Commun. | 0.05% | - | 150,000 | $5.66M | $37.70 | |
| 57 | MA | Mastercard Inc. | 0.04% | - | 11,130 | $4.75M | $426.51 | |
| 58 | CLX | Clorox Company | 0.04% | - | 31,100 | $4.43M | $142.59 | |
| 59 | LEGH | Legacy Housing Corporation | 0.04% | Reduce -3.2% | 150,000 | $3.78M | $25.22 | |
| 60 | MCO | Moody's Corp. | 0.03% | - | 7,670 | $3M | $390.56 | |
| 61 | CRMT | America's CAR MART Inc | 0.02% | Add +70.0% | 34,000 | $2.58M | $75.77 | |
| 62 | HSY | Hershey Co. | 0.02% | - | 10,200 | $1.9M | $186.44 | |
| 63 | AMPY | Amplify Energy Corp | 0.01% | Reduce -4.1% | 235,000 | $1.39M | $5.93 | |
| 64 | AMRK | A-Mark Precious Metals, Inc. | 0.01% | Add +21.6% | 45,000 | $1.36M | No quote | No quote |
| 65 | RDI | Reading International, Inc. | 0.01% | Reduce -2.0% | 500,000 | $955K | $1.91 | |
| 66 | NTRS | Northern Trust Corp. | 0.01% | - | 9,500 | $801.61K | $84.38 | |
| 67 | CATO | Cato Corp | 0.01% | - | 105,445 | $752.88K | $7.14 | |
| 68 | PM | Philip Morris Intl | 0.01% | - | 7,301 | $686.88K | $94.08 | |
| 69 | USB | U.S. Bancorp | 0.00% | - | 7,000 | $302.96K | $43.28 | |
| 70 | MO | Altria Group Inc. | 0.00% | - | 5,800 | $233.97K | $40.34 |