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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

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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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 34 of 47 rows. Rows without a quote are marked unavailable.

1PGProcter & Gamble12.02%Reduce -1.7%15,761,988$1.33B$84.08No quote
2FOXATwentyFirst Cen Fox A11.09%Reduce -8.4%43,575,268$1.22B$28.04No quote
3PEPPepsiCo, Inc.8.34%Reduce -0.2%8,782,946$918.96M$104.63No quote
4ORCLOracle Corporation6.84%Reduce -1.8%19,592,943$753.35M$38.45No quote
5CSCOCisco Systems Inc.6.84%Reduce -3.0%24,928,413$753.34M$30.22No quote
6FOXTwentyFirst Cen Fox B6.53%Reduce -5.2%26,427,972$720.16M$27.25No quote
7JNJJohnson & Johnson6.31%Reduce -1.8%6,035,969$695.4M$115.21No quote
8KOCoca-Cola Co.6.26%Reduce -1.0%16,650,927$690.35M$41.46No quote
9MSFTMicrosoft Corp.5.85%Reduce -11.0%10,374,243$644.66M$62.14No quote
10SYYSysco Corporation5.67%Reduce -21.1%11,276,797$624.4M$55.37No quote
11USBU.S. Bancorp2.45%Reduce -24.5%5,250,055$269.7M$51.37No quote
12XOMExxon Mobil Corp.2.21%Reduce -18.9%2,704,392$244.1M$90.26No quote
13BKBNY Mellon Corp.1.77%Reduce -29.8%4,121,719$195.29M$47.38No quote
14COPConocoPhillips1.75%Reduce -10.6%3,849,972$193.04M$50.14No quote
15BCRBard, Inc., C.R.1.48%Reduce -2.0%723,901$162.63MNo quoteNo quote
16VIABViacom Inc Cl B1.36%Reduce -1.6%4,278,238$150.17MNo quoteNo quote
17ELVAnthem Inc.1.35%Reduce -1.6%1,038,140$149.25M$143.77No quote
18UNUnilever N.V.1.29%Add +50.7%3,472,912$142.6MNo quoteNo quote
19SYKStryker Corporation1.24%Reduce -9.8%1,140,765$136.68M$119.81No quote
20CMCSAComcast Cl A1.03%Reduce -17.3%1,645,350$113.61M$69.05No quote
21STTState Street Corp1.00%Reduce -16.0%1,419,100$110.29M$77.72No quote
22WFCWells Fargo & Co1.00%Reduce -6.8%1,990,082$109.67M$55.11No quote
23AVPAvon Products, Inc.0.88%Reduce -16.3%19,202,834$96.78MNo quoteNo quote
24CLColgate-Palmolive0.79%Reduce -1.5%1,335,000$87.36M$65.44No quote
25GLWCorning Inc.0.68%Reduce -2.0%3,065,113$74.39M$24.27No quote
26WMTWal-Mart Stores0.67%Reduce -2.5%1,069,740$73.94M$69.12No quote
27CHRWCH Robinson WW0.67%Reduce -2.3%1,008,837$73.91M$73.26No quote
28HPEHewlett Packard Enterprise0.47%Reduce -2.0%2,240,912$51.86M$23.14No quote
29GSGoldman Sachs Grp0.39%Reduce -36.6%178,000$42.62M$239.45No quote
30INTCIntel Corporation0.37%Reduce -3.5%1,116,000$40.48M$36.27No quote
31HPQHP Inc.0.30%Reduce -2.0%2,241,617$33.27M$14.84No quote
32BACBank of America Corp0.29%Reduce -48.2%1,450,000$32.05M$22.10No quote
33APOLApollo Education Grp0.19%Reduce -0.6%2,105,904$20.85MNo quoteNo quote
34CRMTAmerica's CAR MART Inc0.18%Reduce -11.3%464,926$20.34M$43.75No quote
35SPLSStaples Inc.0.18%Reduce -1.1%2,230,000$20.18MNo quoteNo quote
36CLXClorox Company0.08%Reduce -1.4%74,238$8.91M$120.02No quote
37BRK/ABerkshire Hath ACUSIP 0846701080.07%-30$7.32MNo quoteNo quote
38BRK/BBerkshire Hath BCUSIP 0846707020.03%Reduce -0.5%23,167$3.78MNo quoteNo quote
39PMPhilip Morris Intl0.02%-28,501$2.61M$91.51No quote
40SPYSPDR S&P 500 ETF0.02%New10,380$2.32M$223.51No quote
41MOAltria Group Inc.0.02%Reduce -2.3%25,300$1.71M$67.63No quote
42TBBKBancorp Inc., The0.01%Reduce -23.9%83,000$652KNo quoteNo quote
43MOCOMOCON Inc.0.01%Reduce -14.7%29,000$565KNo quoteNo quote
44RDIReading International, Inc.0.00%Add +29.9%24,000$398K$16.58No quote
47VMIValmont Industries Inc.-Sold0$0No quoteNo quote
46RAVNRaven Industries Inc.-Sold0$0No quoteNo quote
45LANCLancaster Colony-Sold0$0No quoteNo quote