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
| CNQ - Canadian Natural Resources | 9.10% | Reduce −1.0% | 14,929,792 | $65.52 | $978M | −149,461 | +$3M |
| MSFT - Microsoft | 5.72% | Reduce −7.7% | 1,636,655 | $376.04 | $615M | −136,340 | +$56M |
| GOOG - Alphabet | 4.99% | Reduce −7.6% | 3,808,388 | $140.93 | $537M | −311,766 | −$7M |
| UHAL.B — · CLASS B | 4.85% | Reduce −0.1% | 7,398,460 | $70.44 | $521M | −9,307 | +$133M |
| SCHW - Charles Schwab | 4.04% | Reduce −0.6% | 6,316,361 | $68.80 | $435M | −39,752 | +$86M |
| PEP - PepsiCo | 4.01% | Reduce −0.8% | 2,536,865 | $169.84 | $431M | −20,382 | −$2M |
| NWSA - News · CL A | 3.82% | Reduce −1.1% | 16,739,790 | $24.55 | $411M | −188,016 | +$71M |
| CTSH - Cognizant | 3.63% | Reduce −3.4% | 5,173,699 | $75.53 | $391M | −184,374 | +$28M |
| PG - Procter & Gamble | 3.44% | Reduce −5.1% | 2,523,944 | $146.54 | $370M | −135,572 | −$18M |
| RS - Reliance Steel & Aluminum | 3.15% | Reduce −1.5% | 1,211,704 | $279.68 | $339M | −18,813 | +$16M |
| STT - State Street | 2.46% | Reduce −1.8% | 3,419,857 | $77.46 | $265M | −61,845 | +$32M |
| Pioneer Natural Resources | 2.33% | Reduce −12.6% | 1,114,110 | $224.88 | $251M | −161,336 | −$42M |
| BRK.B - Berkshire Hathaway | 2.27% | Reduce −1.3% | 683,980 | $356.66 | $244M | −9,324 | +$1M |
| IGT - Ingredion | 2.24% | Reduce −0.4% | 2,215,434 | $108.53 | $240M | −8,355 | +$22M |
| FOXA - Fox B | 2.21% | Reduce −1.4% | 8,597,368 | $27.65 | $238M | −118,996 | −$14M |
| JNJ - Johnson & Johnson | 2.21% | Reduce −0.4% | 1,516,513 | $156.74 | $238M | −6,504 | +$488K |
| FANG - Diamondback Energy | 2.19% | Add +4.5% | 1,520,447 | $155.08 | $236M | +65,524 | +$10M |
| OLN - Olin | 2.14% | Reduce −0.8% | 4,261,861 | $53.95 | $230M | −34,987 | +$15M |
| EOG - EOG Resources | 2.01% | Add +4.8% | 1,789,433 | $120.95 | $216M | +82,302 | +$36K |
| COP - ConocoPhillips | 1.96% | Reduce −0.3% | 1,817,864 | $116.07 | $211M | −5,045 | −$7M |
| BK - BNY Mellon | 1.83% | Reduce −0.4% | 3,778,855 | $52.05 | $197M | −14,025 | +$35M |
| NOC - Northrop Grumman | 1.77% | Reduce −0.6% | 405,617 | $468.14 | $190M | −2,331 | +$10M |
| ELV - Elevance Health | 1.69% | Reduce −0.4% | 385,821 | $471.56 | $182M | −1,561 | +$13M |
| BKNG - Booking | 1.54% | Reduce −19.1% | 46,630 | $3,547 | $165M | −11,016 | −$12M |
| TSN - Tyson Foods | 1.51% | Reduce −1.0% | 3,022,422 | $53.75 | $162M | −31,981 | +$8M |
| KO - Coca-Cola | 1.42% | Reduce −0.3% | 2,591,319 | $58.93 | $153M | −7,783 | +$7M |
| LMT - Lockheed Martin | 1.40% | Reduce −0.3% | 332,152 | $453.24 | $151M | −1,053 | +$14M |
| DIS - Walt Disney | 1.38% | Reduce −0.8% | 1,648,856 | $90.29 | $149M | −12,686 | +$14M |
| DVN - Devon Energy | 1.37% | Add +6.9% | 3,253,163 | $45.30 | $147M | +208,944 | +$2M |
| ORCL - Oracle | 1.34% | Reduce −0.8% | 1,365,198 | $105.43 | $144M | −11,501 | −$2M |
| LHX - L3Harris Technologies | 1.28% | Reduce −0.1% | 653,768 | $210.62 | $138M | −831 | +$24M |
| WFRD - Weatherford International | 1.26% | Reduce −37.8% | 1,384,500 | $97.83 | $135M | −842,500 | −$66M |
| EBAY - EBAY Inc | 1.19% | Reduce −0.9% | 2,922,730 | $43.62 | $127M | −26,460 | −$3M |
| WFC - Wells Fargo & | 1.17% | Reduce −0.5% | 2,558,451 | $49.22 | $126M | −12,510 | +$21M |
| KVUE - Kenvue | 1.08% | Add +43.3% | 5,409,457 | $21.53 | $116M | +1,635,395 | +$41M |
| AWI — | 1.06% | Reduce −0.9% | 1,161,243 | $98.32 | $114M | −10,166 | +$30M |
| SYY - Sysco | 1.03% | Reduce −0.3% | 1,515,425 | $73.13 | $111M | −5,317 | +$10M |
| CL - Colgate-Palmolive | 0.96% | Reduce −0.2% | 1,301,900 | $79.71 | $104M | −3,100 | +$11M |
| WBD - Warner Bros Discovery | 0.85% | Reduce 0.0% | 7,996,117 | $11.38 | $91M | −167 | +$4M |
| FOXA - Fox A | 0.72% | Reduce −0.5% | 2,608,580 | $29.67 | $77M | −11,962 | −$4M |
| GS - Goldman Sachs Grp | 0.68% | Reduce −0.2% | 190,613 | $385.77 | $74M | −347 | +$12M |
| CSCO - Cisco Systems | 0.64% | Reduce −1.1% | 1,365,795 | $50.52 | $69M | −15,807 | −$5M |
| CMCSA - Comcast · CL A | 0.59% | Reduce −0.2% | 1,445,500 | $43.85 | $63M | −2,300 | −$810K |
| EMBC - Embecta | 0.47% | Add +0.8% | 2,671,237 | $18.93 | $51M | +20,296 | +$11M |
| FHB - First Hawaiian | 0.41% | Add +0.3% | 1,936,687 | $22.86 | $44M | +5,812 | +$9M |
| UHAL - U-Haul | 0.37% | Reduce −18.6% | 548,420 | $71.80 | $39M | −125,357 | +$3M |
| GLW - Corning | 0.34% | Hold | 1,185,500 | $30.45 | $36M | — | — |
| MU - Micron Technology | 0.31% | Reduce −1.2% | 395,600 | $85.34 | $34M | −4,845 | +$7M |
| MAS - Masco | 0.30% | Add +30.0% | 475,183 | $66.98 | $32M | +109,564 | +$12M |
| SPY - Spdr S&P 500 ETF | 0.26% | Add +609.3% | 57,814 | $475.31 | $27M | +49,663 | +$24M |
| Graftech International | 0.24% | Add +27.6% | 11,922,290 | $2.19 | $26M | +2,580,133 | −$10M |
| XOM - Exxon Mobil | 0.14% | Reduce −1.1% | 145,400 | $99.98 | $15M | −1,600 | −$3M |
| UL - Unilever | 0.13% | Reduce −2.5% | 290,653 | $48.48 | $14M | −7,579 | −$642K |
| NWSA - News · CL B | 0.13% | Reduce −3.5% | 537,527 | $25.72 | $14M | −19,604 | +$2M |
| BRK.A - Berkshire Hathaway | 0.07% | Hold | 14 | $542,625 | $8M | — | — |
| VZ - Verizon Commun | 0.05% | Hold | 150,000 | $37.70 | $6M | — | — |
| MA - Mastercard | 0.04% | Hold | 11,130 | $426.51 | $5M | — | — |
| CLX - Clorox | 0.04% | Hold | 31,100 | $142.59 | $4M | — | — |
| LEGH - Legacy Housing | 0.04% | Reduce −3.2% | 150,000 | $25.22 | $4M | −5,000 | +$774K |
| MCO - Moody's | 0.03% | Hold | 7,670 | $390.56 | $3M | — | — |
| CRMT - America's CAR MART | 0.02% | Add +70.0% | 34,000 | $75.77 | $3M | +14,000 | +$756K |
| HSY - Hershey | 0.02% | Hold | 10,200 | $186.44 | $2M | — | — |
| AMPY - Amplify Energy | 0.01% | Reduce −4.1% | 235,000 | $5.93 | $1M | −10,000 | −$407K |
| GOLD - A-Mark Precious Metals | 0.01% | Add +21.6% | 45,000 | $30.25 | $1M | +8,000 | +$276K |
| RDI - Reading International | 0.01% | Reduce −2.0% | 500,000 | $1.91 | $955K | −10,000 | −$126K |
| NTRS - Northern Trust | 0.01% | Hold | 9,500 | $84.38 | $802K | — | — |
| CATO — | 0.01% | Hold | 105,445 | $7.14 | $753K | — | — |
| PM - Philip Morris Intl | 0.01% | Hold | 7,301 | $94.08 | $687K | — | — |
| USB - U S Bancorp | 0.00% | Hold | 7,000 | $43.28 | $303K | — | — |
| MO - Altria Group | 0.00% | Hold | 5,800 | $40.34 | $234K | — | — |
Showing top 50 of 70 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