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DY

Donald Yacktman

Founder

Fund
YACKTMAN ASSET MANAGEMENT LP
Yacktman Asset Management Lp
AUM
$8.1B
Q2 2026
Filings
14
13F history
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AI-assisted summary

13F portfolio value

Disclosed portfolio value across 15 quarters of YACKTMAN ASSET MANAGEMENT LP filings.

Show data table
PeriodPortfolio value
Q1 2023$10.1B
Q2 2023$10.5B
Q3 2023$10.1B
Q4 2023$10.8B
Q1 2024$11.1B
Q2 2024$10.7B
Q3 2024$9.7B
Q4 2024$8.6B
Q1 2025$7.6B
Q2 2025$7.4B
Q3 2025$7.3B
Q4 2025$7.1B
Q1 2026$7.5B
Q2 2026$8.1B
Q3 2026$8.4B

Current holdings

Top 15 positions as of Q2 2026, from YACKTMAN ASSET MANAGEMENT LP's latest 13F.

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C

Canadian Natural Resources Limited

Value
$714.1M
Shares
15.17M
% Port
8.53%
B

Berkshire Hathaway Inc.

Value
$583.4M
Shares
1.17M
% Port
6.97%
M

Microsoft Corporation

Value
$519.3M
Shares
1.01M
% Port
6.20%
S

Charles Schwab Corp

Value
$396.4M
Shares
4.06M
% Port
4.73%
G

Alphabet Inc.

Value
$385.1M
Shares
1.13M
% Port
4.60%
J

Johnson & Johnson

Value
$333.9M
Shares
1.26M
% Port
3.99%
U

U-Haul Holding Company

Value
$327.7M
Shares
6.20M
% Port
3.91%
F

Fox Corporation

Value
$314.2M
Shares
5.58M
% Port
3.75%
P

Procter & Gamble Company

Value
$287.3M
Shares
1.98M
% Port
3.43%
E

Reliance, Inc.

Value
$268.1M
Shares
696.8K
% Port
3.20%
P

PepsiCo, Inc.

Value
$265.7M
Shares
2.10M
% Port
3.17%
N

News Corporation

Value
$217.9M
Shares
7.60M
% Port
2.60%
I

Intuit Inc.

Value
$195.1M
Shares
707.6K
% Port
2.33%
C

ConocoPhillips

Value
$194.3M
Shares
1.55M
% Port
2.32%
C

Cognizant Technology Solutions Corporation

Value
$184.5M
Shares
3.21M
% Port
2.20%

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