YACKTMAN ASSET MANAGEMENT LP
CIK 905567
13F filing for Q2 2026・No. 659
- Holdings
- US$8.09B
- Quarter change
- +US$590.08M
- Entries
- 74
- Net bought (estimate)
- +US$660.91M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 3
- Cut 9
- Added 51
- Corporate actions 0
- Unchanged 13
Largest holdings
74 stocks worth US$8.09B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| CNQCanadian Natural Resources LimitedCOM | Cut | 16,462,508 | US$650.27M | 8.04% |
| BRK.BBerkshire Hathaway Inc.CL B NEW | Added | 1,161,530 | US$581.22M | 7.19% |
| GOOGAlphabet Inc.CAP STK CL C | Added | 1,129,129 | US$398.96M | 4.93% |
| SCHWCharles Schwab CorpCOM | Added | 4,101,552 | US$378.45M | 4.68% |
| MSFTMicrosoftCOM | Added | 1,009,284 | US$376.48M | 4.65% |
| U-Haul Holding CompanyCOM SER N | Added | 6,197,210 | US$357.58M | 4.42% |
| JNJJohnson & JohnsonCOM | Added | 1,259,977 | US$320M | 3.96% |
| PGProcter & Gamble CompanyCOM | Added | 1,963,488 | US$287.93M | 3.56% |
| PEPPepsiCo, Inc.COM | Added | 2,072,843 | US$280.66M | 3.47% |
| FOXFox CorporationCL B COM | Added | 5,649,828 | US$264.64M | 3.27% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 11, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.