Featured 13F manager
Yacktman Asset Management LP Don Yacktman
Austin, TX 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $8.1B
- 74 Positions
- 2026 Q2
- +7.9% QoQ
- Top 5 29.4%
Portfolio
top 5 29.4% · top 10 48.2%
- CNQ - Canadian Natural 8.0%
- BRK.B - Berkshire Hathaway · CL B 7.2%
- GOOG - Alphabet · CL C 4.9%
- SCHW - Charles Schwab 4.7%
- MSFT - Microsoft 4.6%
- UHAL.B - U-Haul 4.4%
- JNJ - Johnson & Johnson 4.0%
- PG - Procter & Gamble 3.6%
- PEP - PepsiCo 3.5%
- FOXA - Fox · CL B 3.3%
- RS - Reliance 3.2%
- NWSA - News · CL A 2.3%
- Other 46.3%
AUM over time
Book
| PEP - PepsiCo | 6.46% | Hold | 4,468,994 | $150.41 | $672M |
| GOOG - Alphabet | 5.88% | Hold | 229,560 | $2,665 | $612M |
| CNQ - Canadian Natural Resources | 5.85% | Hold | 16,641,604 | $36.54 | $608M |
| MSFT - Microsoft | 5.56% | Hold | 2,049,102 | $281.92 | $578M |
| PG - Procter & Gamble | 4.31% | Hold | 3,208,833 | $139.80 | $449M |
| CTSH - Cognizant | 4.15% | Hold | 5,816,135 | $74.21 | $432M |
| SYY - Sysco | 4.10% | Hold | 5,429,302 | $78.50 | $426M |
| NWSA - News · CL A | 3.63% | Hold | 16,031,924 | $23.53 | $377M |
| BKNG - Booking | 3.60% | Hold | 157,844 | $2,374 | $375M |
| DIS - Walt Disney | 3.47% | Hold | 2,132,676 | $169.17 | $361M |
| JNJ - Johnson & Johnson | 3.40% | Hold | 2,186,447 | $161.50 | $353M |
| KO - Coca-Cola | 3.21% | Hold | 6,363,956 | $52.47 | $334M |
| FOXA - Fox B | 3.06% | Hold | 8,569,128 | $37.12 | $318M |
| STT - State Street | 2.86% | Hold | 3,509,773 | $84.72 | $297M |
| UHAL - Amerco | 2.76% | Hold | 444,927 | $646.03 | $287M |
| USB - U S Bancorp | 2.69% | Hold | 4,699,793 | $59.44 | $279M |
| SCHW - Charles Schwab | 2.43% | Hold | 3,469,928 | $72.84 | $253M |
| IGT - Ingredion | 2.23% | Hold | 2,605,049 | $89.01 | $232M |
| TSN - Tyson Foods | 2.07% | Hold | 2,720,814 | $78.94 | $215M |
| WFC - Wells Fargo & | 2.03% | Hold | 4,547,724 | $46.41 | $211M |
| BRK.B - Berkshire Hathaway | 1.93% | Hold | 734,846 | $272.94 | $201M |
| HUN - Huntsman | 1.90% | Hold | 6,689,809 | $29.59 | $198M |
| BK - BNY Mellon | 1.90% | Hold | 3,812,079 | $51.84 | $198M |
| ORCL - Oracle | 1.54% | Hold | 1,832,770 | $87.13 | $160M |
| NOC - Northrop Grumman | 1.52% | Hold | 437,931 | $360.15 | $158M |
| LHX - L3Harris Technologies | 1.46% | Hold | 688,414 | $220.24 | $152M |
| ELV - Anthem | 1.44% | Hold | 402,308 | $372.80 | $150M |
| M - Macy's | 1.21% | Hold | 5,582,318 | $22.60 | $126M |
| LMT - Lockheed Martin | 1.18% | Hold | 356,125 | $345.10 | $123M |
| CSCO - Cisco Systems | 1.18% | Hold | 2,257,250 | $54.43 | $123M |
| WFRD - Weatherford International | 1.15% | Hold | 6,095,000 | $19.67 | $120M |
| FOXA - Fox A | 1.05% | Hold | 2,720,058 | $40.11 | $109M |
| AWI — | 1.00% | Hold | 1,093,334 | $95.47 | $104M |
| MSCI - MSC Industrial Direct | 0.96% | Hold | 1,250,827 | $80.19 | $100M |
| CL - Colgate-Palmolive | 0.96% | Hold | 1,317,600 | $75.58 | $100M |
| CMCSA - Comcast · CL A | 0.81% | Hold | 1,509,450 | $55.93 | $84M |
| FHB - First Hawaiian | 0.78% | Hold | 2,765,985 | $29.35 | $81M |
| GS - Goldman Sachs Grp | 0.73% | Hold | 199,885 | $378.03 | $76M |
| Firstcash | 0.53% | Hold | 625,051 | $87.50 | $55M |
| Graftech International | 0.52% | Hold | 5,205,501 | $10.32 | $54M |
| MU - Micron Technology | 0.47% | Hold | 686,937 | $70.98 | $49M |
| GLW - Corning | 0.42% | Hold | 1,193,000 | $36.49 | $44M |
| ACA - Arcosa | 0.21% | Hold | 434,984 | $50.17 | $22M |
| BRK.A - Berkshire Hathaway | 0.21% | Hold | 52 | $411,385 | $21M |
| ABEV - Ambev SSA | 0.19% | Hold | 7,000,000 | $2.76 | $19M |
| COP - ConocoPhillips | 0.17% | Hold | 264,950 | $67.77 | $18M |
| UL - Unilever | 0.16% | Hold | 311,114 | $54.22 | $17M |
| XOM - Exxon Mobil | 0.13% | Hold | 235,699 | $58.82 | $14M |
| Trecora Resources | 0.12% | Hold | 1,555,000 | $8.18 | $13M |
| NWSA - News · CL B | 0.12% | Hold | 545,893 | $23.23 | $13M |
| SYK - Stryker | 0.06% | Hold | 23,236 | $263.73 | $6M |
| LEGH - Legacy Housing | 0.04% | Hold | 232,100 | $17.97 | $4M |
| RDI - Reading International | 0.04% | Hold | 741,100 | $5.06 | $4M |
| MA - Mastercard | 0.03% | Hold | 9,280 | $347.63 | $3M |
| CLX - Clorox | 0.03% | Hold | 19,225 | $165.62 | $3M |
| CATO — | 0.03% | Hold | 178,445 | $16.54 | $3M |
| PM - Philip Morris Intl | 0.02% | Hold | 22,127 | $94.77 | $2M |
| HSY - Hershey | 0.02% | Hold | 10,200 | $169.22 | $2M |
| Holding | 0.01% | Hold | 205,000 | $5.68 | $1M |
| AMPY - Amplify Energy | 0.01% | Hold | 170,000 | $5.32 | $904K |
| MO - Altria Group | 0.01% | Hold | 14,500 | $45.52 | $660K |
| Spark Networks SE | 0.00% | Hold | 86,000 | $3.51 | $302K |
Showing top 50 of 62 by value
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 74 | $8.1B | +7.9% | 13F-HR | 8/11/2026 | 000090556726000003 |
| 2026 Q1 | 76 | $7.5B | +5.0% | 13F-HR | 5/1/2026 | 000090556726000002 |
| 2025 Q4 | 72 | $7.1B | −1.6% | 13F-HR | 2/3/2026 | 000090556726000001 |
| 2025 Q3 | 70 | $7.3B | −2.5% | 13F-HR | 11/4/2025 | 000090556725000006 |
| 2025 Q2 | 70 | $7.4B | −2.1% | 13F-HR | 8/6/2025 | 000090556725000004 |
| 2025 Q1 | 70 | $7.6B | −11.1% | 13F-HR | 4/30/2025 | 000090556725000002 |
| 2024 Q4 | 71 | $8.6B | −12.3% | 13F-HR | 1/29/2025 | 000090556725000001 |
| 2024 Q3 | 71 | $9.7B | −8.5% | 13F-HR | 10/30/2024 | 000090556724000010 |
| 2024 Q2 | 72 | $10.7B | −4.2% | 13F-HR | 8/2/2024 | 000090556724000004 |
| 2024 Q1 | 73 | $11.1B | +3.4% | 13F-HR | 5/2/2024 | 000090556724000002 |
| 2023 Q4 | 70 | $10.8B | +6.0% | 13F-HR | 2/2/2024 | 000090556724000001 |
| 2023 Q3 | 70 | $10.1B | −3.8% | 13F-HR | 11/1/2023 | 000090556723000006 |
| 2023 Q2 | 67 | $10.5B | +4.3% | 13F-HR | 8/8/2023 | 000090556723000005 |
| 2023 Q1 | 68 | $10.1B | +0.8% | 13F-HR | 5/8/2023 | 000090556723000004 |
| 2022 Q4 | 68 | $10B | +9.4% | 13F-HR | 1/26/2023 | 000090556723000001 |
| 2022 Q3 | 67 | $9.2B | −4.8% | 13F-HR | 11/7/2022 | 000090556722000005 |
| 2022 Q2 | 65 | $9.6B | −14.0% | 13F-HR | 8/4/2022 | 000090556722000004 |
| 2022 Q1 | 64 | $11.2B | −0.1% | 13F-HR | 5/2/2022 | 000090556722000003 |
| 2021 Q4 | 64 | $11.2B | +7.9% | 13F-HR | 2/2/2022 | 000090556722000001 |
| 2021 Q3 | 62 | $10.4B | — | 13F-HR | 11/1/2021 | 000090556721000005 |
About
YACKTMAN ASSET MANAGEMENT LP
20 processed 13Fs on this site · 2021 Q3–2026 Q2