Yacktman Asset Management LP activity
Every position Don Yacktman opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
1
Add
51
Reduce
9
Exit
3
64 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| BR | New | 0% to 1.5% | $120M | Q1→Q2 |
| CSCO | Exit | 0.22% to 0% | $16M | Q1→Q2 |
| MMC | Exit | 0.04% to 0% | $3.4M | Q1→Q2 |
| GOLD | Exit | <0.01% to 0% | $200K | Q1→Q2 |
| BRK.B | Add | 2.0% to 7.2% | +268.8% sh | Q1→Q2 |
| INTU | Add | 0.04% to 1.6% | +6561.4% sh | Q1→Q2 |
| CTSH | Add | 2.5% to 1.5% | +4.7% sh | Q1→Q2 |
| UHAL.B | Add | 3.6% to 4.4% | +2.5% sh | Q1→Q2 |
| PEP | Add | 4.2% to 3.5% | +2.2% sh | Q1→Q2 |
| COP | Add | 2.8% to 2.1% | +1.5% sh | Q1→Q2 |
| FOXA | Add | 3.9% to 3.3% | +1.5% sh | Q1→Q2 |
| GOOG | Add | 4.3% to 4.9% | +0.2% sh | Q1→Q2 |
| OLN | Add | 1.6% to 1.0% | +2.9% sh | Q1→Q2 |
| BRBR | Add | 0.32% to 0.84% | +251.3% sh | Q1→Q2 |
| NOC | Add | 1.8% to 1.2% | +1.7% sh | Q1→Q2 |
| FANG | Add | 2.7% to 2.2% | +1.0% sh | Q1→Q2 |
| IGT | Add | 2.2% to 1.7% | +2.2% sh | Q1→Q2 |
| RS | Add | 2.8% to 3.2% | +0.8% sh | Q1→Q2 |
| LHX | Add | 1.9% to 1.5% | +1.4% sh | Q1→Q2 |
| STT | Add | 1.5% to 1.9% | +1.2% sh | Q1→Q2 |
| EOG | Add | 2.4% to 2.0% | +1.8% sh | Q1→Q2 |
| LMT | Add | 1.7% to 1.4% | +1.3% sh | Q1→Q2 |
| ELV | Add | 1.3% to 1.6% | +1.7% sh | Q1→Q2 |
| TSN | Add | 2.2% to 1.8% | +2.5% sh | Q1→Q2 |
| UNH | Add | 0.61% to 0.88% | +2.0% sh | Q1→Q2 |
| EMBC | Add | 0.43% to 0.17% | +17.5% sh | Q1→Q2 |
| MSFT | Add | 4.9% to 4.7% | +1.6% sh | Q1→Q2 |
| SCHW | Add | 4.9% to 4.7% | +5.0% sh | Q1→Q2 |
| DAR | Add | 1.2% to 0.96% | +1.0% sh | Q1→Q2 |
| PG | Add | 3.7% to 3.6% | +1.7% sh | Q1→Q2 |
| SYY | Add | 1.2% to 1.3% | +4.8% sh | Q1→Q2 |
| NWSA | Add | 2.5% to 2.3% | +2.3% sh | Q1→Q2 |
| PYPL | Add | 1.4% to 1.2% | +1.2% sh | Q1→Q2 |
| AWI | Add | 1.6% to 1.5% | +1.8% sh | Q1→Q2 |
| JNJ | Add | 4.1% to 4.0% | +0.8% sh | Q1→Q2 |
| AVTR | Add | 0.50% to 0.58% | +0.5% sh | Q1→Q2 |
| CMCSA | Add | 0.45% to 0.36% | +0.3% sh | Q1→Q2 |
| DIS | Add | 1.7% to 1.6% | +2.1% sh | Q1→Q2 |
| MAS | Add | 0.20% to 0.29% | +16.9% sh | Q1→Q2 |
| KVUE | Add | 1.8% to 1.9% | +1.5% sh | Q1→Q2 |
| UHAL | Add | 0.21% to 0.26% | 0.0% sh | Q1→Q2 |
| DVN | Add | 0.31% to 0.26% | +11.3% sh | Q1→Q2 |
| LEGH | Add | 0.19% to 0.24% | +6.8% sh | Q1→Q2 |
| CRMT | Add | 0.03% to 0.01% | +5.1% sh | Q1→Q2 |
| UL | Add | 0.15% to 0.18% | +20.5% sh | Q1→Q2 |
| KO | Add | 2.1% to 2.1% | +1.4% sh | Q1→Q2 |
| GS | Add | 0.06% to 0.07% | +2.1% sh | Q1→Q2 |
| EAF | Add | 0.10% to 0.08% | +7.7% sh | Q1→Q2 |
| BIL | Add | 0.26% to 0.27% | +11.4% sh | Q1→Q2 |
| VRSK | Add | 0.04% to 0.05% | +43.4% sh | Q1→Q2 |
| CL | Add | 0.90% to 0.90% | +0.2% sh | Q1→Q2 |
| CPRT | Add | 0.05% to 0.05% | +24.0% sh | Q1→Q2 |
| FDS | Add | 0.65% to 0.65% | +1.7% sh | Q1→Q2 |
| TDY | Add | 0.02% to 0.02% | +8.0% sh | Q1→Q2 |
| WFC | Add | 0.11% to 0.11% | +4.3% sh | Q1→Q2 |
| CNQ | Reduce | 10.8% to 8.0% | −0.5% sh | Q1→Q2 |
| BK | Reduce | 0.57% to 0.12% | −82.0% sh | Q1→Q2 |
| EWY | Reduce | 1.6% to 1.4% | −43.1% sh | Q1→Q2 |
| TLN | Reduce | 1.5% to 1.7% | 0.0% sh | Q1→Q2 |
| FOXA | Reduce | 0.93% to 0.76% | −0.3% sh | Q1→Q2 |
| EBAY | Reduce | 1.9% to 1.7% | −17.4% sh | Q1→Q2 |
| AMPY | Reduce | 0.02% to 0.01% | −2.4% sh | Q1→Q2 |
| PM | Reduce | 0.01% to 0.01% | −15.3% sh | Q1→Q2 |
| SPY | Reduce | 0.03% to 0.03% | −5.6% sh | Q1→Q2 |