StockDriftsStockDriftsTop 50 Yacktman Asset Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CNQ | Canadian Natural Resources Limited | 8.04% | 16.46M | $650.3M | -0.48%(-79.09K) | $15.80(+208.28%) | 2026-06-30 | |
| BRK.B | Berkshire Hathaway Inc. | 7.19% | 1.16M | $581.2M | +268.76%(+846.55K) | $421.08(+19.06%) | 2026-06-30 | |
| GOOG | Alphabet Inc. | 4.93% | 1.13M | $399.0M | +0.23%(+2.60K) | $58.13(+489.48%) | 2026-06-30 | |
| SCHW | Charles Schwab Corp | 4.68% | 4.10M | $378.5M | +5.04%(+196.70K) | $58.08(+91.50%) | 2026-06-30 | |
| MSFT | Microsoft Corporation | 4.65% | 1.01M | $376.5M | +1.65%(+16.37K) | $72.77(+567.93%) | 2026-06-30 | |
| UHAL.B | U-Haul Holding Company | 4.42% | 6.20M | $357.6M | +2.46%(+148.88K) | $54.19(+19.81%) | 2026-06-30 | |
| JNJ | Johnson & Johnson | 3.96% | 1.26M | $320.0M | +0.85%(+10.57K) | $86.18(+202.22%) | 2026-06-30 | |
| PG | Procter & Gamble Company | 3.56% | 1.96M | $287.9M | +1.68%(+32.36K) | $77.00(+86.02%) | 2026-06-30 | |
| PEP | PepsiCo, Inc. | 3.47% | 2.07M | $280.7M | +2.21%(+44.88K) | $90.33(+53.16%) | 2026-06-30 | |
| FOX | Fox Corporation | 3.27% | 5.65M | $264.6M | +1.50%(+83.31K) | $32.16(+90.95%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.50% | +24.21% | +5.85% | +32.86% |
| Top 20 Holdings Unweighted | +7.31% | +23.58% | +5.13% | +28.39% |
Yacktman Asset Management LP reports $8.09B in US-listed equity holdings across 74 positions in its most recent 13F filing. Its largest disclosed positions are CNQ (8.0%), BRK.B (7.2%) and GOOG (4.9%). The top 20 holdings account for 69.51% of reported assets. Its disclosed equity book has returned +24.21% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Yacktman Asset Management LP, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Yacktman Asset Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 905567). View Yacktman Asset Management LP’s 13F filings on SEC