§ 13F · FUND PROFILE
YACKTMAN ASSET MANAGEMENT LP.
AUM · $8.1B (13F)Positions · 74Turnover · n/a · Q2Filed · Aug 11, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$120M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CNQ | Canadian Natural Resources Limited | 16.46M | $650M | 8.0% | ±0% |
| 2 | BRK/B | Berkshire Hathaway Inc. | 1.16M | $581M | 7.2% | +269% |
| 3 | GOOG | Alphabet Inc. | 1.13M | $399M | 4.9% | ±0% |
| 4 | SCHW | Charles Schwab Corp | 4.10M | $378M | 4.7% | +5% |
| 5 | MSFT | Microsoft Corporation | 1.01M | $376M | 4.7% | +2% |
| 6 | UHAL/B | U-Haul Holding Company | 6.20M | $358M | 4.4% | +2% |
| 7 | JNJ | Johnson & Johnson | 1.26M | $320M | 4.0% | +1% |
| 8 | PG | Procter & Gamble Company | 1.96M | $288M | 3.6% | +2% |
| 9 | PEP | PepsiCo, Inc. | 2.07M | $281M | 3.5% | +2% |
| 10 | FOX | Fox Corporation | 5.65M | $265M | 3.3% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE YACKTMAN SIGNAL
AC read
YACKTMAN ASSET MANAGEMENT LP is a Other fund managing $8.1 billion in assets. The fund runs a portfolio of 74 positions.
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