Yacktman Asset Management
$8.1B 13F equity value
78 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Yacktman Asset Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CNQ | Canadian Natural Resources Limited | 16,462,508 | $650M | 8.0% |
| BRKB | Berkshire Hathaway Inc. | 1,161,530 | $581M | 7.2% |
| GOOG | Alphabet Inc. | 1,129,129 | $399M | 4.9% |
| SCHW | Charles Schwab Corp | 4,101,552 | $378M | 4.7% |
| MSFT | Microsoft Corporation | 1,009,284 | $376M | 4.7% |
| UHALB | U-Haul Holding Company | 6,197,210 | $358M | 4.4% |
| JNJ | Johnson & Johnson | 1,259,977 | $320M | 4.0% |
| PG | Procter & Gamble Company | 1,963,488 | $288M | 3.6% |
| PEP | PepsiCo, Inc. | 2,072,843 | $281M | 3.5% |
| FOX | Fox Corporation | 5,649,828 | $265M | 3.3% |
Track Yacktman Asset Management's 13F portfolio: $8.1B in reported holdings, 78 positions. Top holdings and quarterly changes on SentiSense.
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