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AlphaBaseline
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

Full auditCompare with peers
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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Sectors

This breakdown groups the manager’s latest reported 13F holdings by industry sector, so you can see where their conviction is concentrated and how diversified the portfolio is.

Consumer Defensive: 18.9% ($1.53B)Financial Services: 16.3% ($1.32B)Energy: 14.6% ($1.18B)Communication Services: 13.3% ($1.08B)Industrials: 10.7% ($868.69M)Technology: 9.3% ($756.2M)Healthcare: 7.2% ($584.16M)Basic Materials: 4.3% ($344.41M)Consumer Cyclical: 2.0% ($161.83M)Utilities: 1.7% ($138.26M)Unclassified: 1.7% ($136.88M)

Sector breakdown

  • Consumer Defensive(14)18.9%
  • Financial Services(14)16.3%
  • Energy(6)14.6%
  • Communication Services(9)13.3%
  • Industrials(10)10.7%
  • Technology(6)9.3%
  • Healthcare(5)7.2%
  • Basic Materials(2)4.3%
  • Consumer Cyclical(4)2.0%
  • Utilities(1)1.7%
  • Unclassified(3)1.7%