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 2026-06-06 from SEC 13F data.
Live quotes available for 68 of 76 rows. Rows without a quote are marked unavailable.
| 1 | CNQ | Canadian Natural Resources Ltd | 9.21% | Reduce -5.5% | 20,908,511 | $668.24M | $31.96 | |
| 2 | MSFT | Microsoft Corp. | 7.34% | Reduce -7.0% | 1,028,018 | $532.46M | $517.95 | |
| 3 | SCHW | Charles Schwab Corp | 5.52% | Reduce -8.1% | 4,194,646 | $400.46M | $95.47 | |
| 4 | FOX | Fox Corp B | 4.58% | Reduce -6.9% | 5,798,698 | $332.21M | $57.29 | |
| 5 | PG | Procter & Gamble | 4.11% | Reduce -3.8% | 1,941,870 | $298.37M | $153.65 | |
| 6 | UHAL-B | U-Haul Holding Company Class B | 4.07% | Reduce -3.1% | 5,801,620 | $295.3M | $50.90 | |
| 7 | PEP | PepsiCo, Inc. | 3.99% | Reduce -2.2% | 2,060,313 | $289.35M | $140.44 | |
| 8 | GOOG | Alphabet Inc. | 3.91% | Reduce -8.9% | 1,166,413 | $284.08M | $243.55 | |
| 9 | JNJ | Johnson & Johnson | 3.29% | Reduce -5.6% | 1,287,234 | $238.68M | $185.42 | |
| 10 | NWSA | News Corp Cl A | 3.14% | Reduce -8.6% | 7,422,037 | $227.93M | $30.71 | |
| 11 | CTSH | Cognizant Technology Solutions | 3.05% | Reduce -3.3% | 3,299,434 | $221.29M | $67.07 | |
| 12 | RS | Reliance, Inc. | 2.72% | Reduce -6.2% | 702,190 | $197.2M | $280.83 | |
| 13 | INGR | Ingredion Inc | 2.43% | Reduce -8.6% | 1,442,086 | $176.09M | $122.11 | |
| 14 | BRK-B | Berkshire Hathaway B | 2.22% | Reduce -2.0% | 320,356 | $161.06M | $502.74 | |
| 15 | DIS | Walt Disney Company | 2.14% | Reduce -4.7% | 1,357,848 | $155.47M | $114.50 | |
| 16 | TLN | Talen Energy Corp | 2.11% | Reduce -18.8% | 360,100 | $153.18M | $425.38 | |
| 17 | COP | ConocoPhillips | 2.07% | Reduce -2.4% | 1,587,743 | $150.18M | $94.59 | |
| 18 | AWI | Armstrong World Industries | 2.05% | Reduce -11.8% | 759,285 | $148.83M | $196.01 | |
| 19 | FANG | Diamondback Energy Inc | 2.00% | Reduce -3.4% | 1,014,468 | $145.17M | $143.10 | |
| 20 | EBAY | Ebay Inc. | 1.98% | Reduce -22.6% | 1,577,038 | $143.43M | $90.95 | |
| 21 | WBD | Warner Bros Discovery Inc | 1.97% | Reduce -3.8% | 7,338,337 | $143.32M | $19.53 | |
| 22 | KO | Coca-Cola Co. | 1.95% | Reduce -3.6% | 2,136,227 | $141.67M | $66.32 | |
| 23 | TSN | Tyson Foods Inc | 1.91% | Reduce -2.4% | 2,548,535 | $138.39M | $54.30 | |
| 24 | EOG | EOG Resources Inc | 1.88% | Reduce -3.2% | 1,219,188 | $136.7M | $112.12 | |
| 25 | KVUE | Kenvue Inc | 1.78% | Reduce -3.0% | 7,939,962 | $128.87M | $16.23 | |
| 26 | LHX | L3Harris Technologies | 1.75% | Reduce -19.8% | 416,780 | $127.29M | $305.41 | |
| 27 | STT | State Street Corp | 1.68% | Reduce -13.0% | 1,051,860 | $122.03M | $116.01 | |
| 28 | NOC | Northrop Grumman Corp | 1.66% | Reduce -10.9% | 197,840 | $120.55M | $609.32 | |
| 29 | LMT | Lockheed Martin Corp. | 1.49% | Reduce -2.6% | 216,881 | $108.27M | $499.21 | |
| 30 | ELV | Elevance Health, Inc. | 1.49% | Reduce -2.0% | 334,373 | $108.04M | $323.12 | |
| 31 | SYY | Sysco Corporation | 1.42% | Reduce -5.0% | 1,252,756 | $103.15M | $82.34 | |
| 32 | OLN | Olin Corp | 1.37% | Reduce -2.1% | 3,974,154 | $99.31M | $24.99 | |
| 33 | FOXA | Fox Corp A | 1.32% | Reduce -7.1% | 1,520,292 | $95.87M | $63.06 | |
| 34 | CL | Colgate-Palmolive | 0.87% | Reduce -1.1% | 793,900 | $63.46M | $79.94 | |
| 35 | UNH | UnitedHealth Group | 0.83% | Add +35.3% | 174,588 | $60.29M | $345.30 | |
| 36 | DAR | Darling Ingredients Inc. | 0.63% | Reduce -5.8% | 1,486,315 | $45.88M | $30.87 | |
| 37 | BK | BNY Mellon Corp. | 0.59% | Reduce -26.8% | 394,729 | $43.01M | $108.96 | |
| 38 | CMCSA | Comcast Cl A | 0.51% | Reduce -6.0% | 1,169,000 | $36.73M | $31.42 | |
| 39 | EMBC | Embecta Corp | 0.43% | Reduce -7.7% | 2,191,706 | $30.92M | $14.11 | |
| 40 | CSCO | Cisco Systems Inc. | 0.34% | Reduce -6.7% | 360,176 | $24.64M | $68.42 | |
| 41 | UHAL | U-Haul Holding Company | 0.26% | Reduce -0.6% | 330,774 | $18.88M | $57.07 | |
| 42 | DVN | Devon Energy Corp | 0.25% | Reduce -18.9% | 521,166 | $18.27M | $35.06 | |
| 43 | MAS | Masco Corporation | 0.25% | Reduce -2.0% | 252,995 | $17.81M | $70.39 | |
| 44 | UL | Unilever PLC ADR | 0.19% | Reduce -1.6% | 235,669 | $13.97M | $59.28 | |
| 45 | EAF | Graftech International LTD | 0.19% | New | 1,068,938 | $13.7M | $12.82 | |
| 46 | WFC | Wells Fargo & Co | 0.15% | Reduce -16.9% | 126,012 | $10.56M | $83.82 | |
| 47 | CLX | Clorox Company | 0.10% | Add +30.5% | 58,995 | $7.27M | $123.30 | |
| 48 | MA | Mastercard Inc. | 0.09% | - | 11,670 | $6.64M | $568.81 | |
| 49 | MSCI | MSCI Inc. | 0.09% | - | 10,900 | $6.18M | $567.41 | |
| 50 | MCO | Moody's Corp. | 0.08% | - | 12,425 | $5.92M | $476.48 | |
| 51 | GS | Goldman Sachs Grp | 0.08% | Reduce -20.7% | 6,900 | $5.49M | $796.35 | |
| 52 | AON | Aon PLC | 0.06% | - | 12,915 | $4.61M | $356.58 | |
| 53 | CRMT | America's CAR MART Inc | 0.05% | Add +1109.1% | 133,000 | $3.88M | $29.21 | |
| 54 | FICO | Fair Isaac & Co. | 0.05% | New | 2,534 | $3.79M | $1496.53 | |
| 55 | MMC | Marsh & McLennan Cos | 0.05% | New | 17,345 | $3.5M | No quote | No quote |
| 56 | CPRT | Copart, Inc. | 0.05% | New | 75,195 | $3.38M | $44.97 | |
| 57 | VRSK | Verisk Analytics Inc. | 0.05% | New | 13,160 | $3.31M | $251.51 | |
| 58 | SPY | Spdr S&P 500 ETF | 0.04% | Add +27.5% | 4,467 | $2.98M | $666.18 | |
| 59 | VZ | Verizon Commun. | 0.02% | Reduce -21.6% | 40,000 | $1.76M | $43.95 | |
| 60 | LEGH | Legacy Housing Corporation | 0.02% | - | 60,000 | $1.65M | $27.51 | |
| 61 | TDY | Teledyne Technologies Inc Com | 0.02% | Reduce -31.4% | 2,400 | $1.41M | $586.04 | |
| 62 | NTRS | Northern Trust Corp. | 0.02% | - | 9,500 | $1.28M | $134.60 | |
| 63 | AMPY | Amplify Energy Corp | 0.02% | Reduce -4.2% | 230,000 | $1.21M | $5.25 | |
| 64 | PM | Philip Morris Intl | 0.01% | Reduce -6.0% | 6,300 | $1.02M | $162.20 | |
| 65 | CATO | Cato Corp | 0.01% | - | 105,445 | $443.92K | $4.21 | |
| 66 | RDI | Reading International, Inc. | 0.01% | Reduce -28.6% | 275,000 | $404.25K | $1.47 | |
| 67 | NWS | News Corp CL B | 0.00% | - | 8,140 | $281.24K | $34.55 | |
| 68 | MO | Altria Group Inc. | 0.00% | Reduce -14.3% | 4,200 | $277.45K | $66.06 | |
| 69 | V | VISA Inc. | 0.00% | - | 732 | $249.89K | $341.38 | |
| 70 | AMRK | A-Mark Precious Metals, Inc. | 0.00% | New | 9,000 | $232.83K | No quote | No quote |
| 76 | ORCL | Oracle Corporation | - | Sold | 0 | $0 | No quote | No quote |
| 75 | HSY | Hershey Co. | - | Sold | 0 | $0 | No quote | No quote |
| 74 | EAF | Graftech International LTD | - | Sold | 0 | $0 | No quote | No quote |
| 73 | XOM | Exxon Mobil Corp. | - | Sold | 0 | $0 | No quote | No quote |
| 72 | BKNG | Booking Hldgs Inc. Com | - | Sold | 0 | $0 | No quote | No quote |
| 71 | BRK-A | Berkshire Hathaway A | - | Sold | 0 | $0 | No quote | No quote |