Yacktman Asset Management
$7.5B Assets Reported
77 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CNQ | Canadian Natural Resources Limited | 16,541,598 | $806M | 10.7% |
| MSFT | Microsoft Corporation | 992,916 | $368M | 4.9% |
| SCHW | Charles Schwab Corp | 3,904,856 | $367M | 4.9% |
| GOOG | Alphabet Inc. Class A | 1,126,534 | $323M | 4.3% |
| PEP | PepsiCo, Inc. | 2,027,967 | $315M | 4.2% |
| JNJ | Johnson & Johnson | 1,249,409 | $305M | 4.1% |
| FOX | Fox Corporation Class A | 5,566,518 | $296M | 3.9% |
| PG | Procter & Gamble Company | 1,931,131 | $279M | 3.7% |
| UHALB | U-Haul Holding Company | 6,048,331 | $270M | 3.6% |
| RS | Reliance, Inc. | 693,126 | $211M | 2.8% |
Track Yacktman Asset Management's 13F portfolio: $7.5B in reported holdings, 77 positions. Top holdings, AUM, and quarterly changes on SentiSense.