StockDriftsStockDriftsTop 50 Yacktman Asset Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CNQ | Canadian Natural Resources Limited | 10.75% | 16.54M | $806.1M | -11.90%(-2.23M) | $15.80(+198.72%) | 2026-03-31 | |
| MSFT | Microsoft Corporation | 4.9% | 992.9K | $367.5M | +3.02%(+29.09K) | $68.07(+495.27%) | 2026-03-31 | |
| SCHW | Charles Schwab Corp | 4.89% | 3.90M | $367.0M | -0.80%(-31.68K) | $56.34(+61.83%) | 2026-03-31 | |
| GOOG | Alphabet Inc. Class A | 4.31% | 1.13M | $323.2M | -0.29%(-3.27K) | $57.54(+593.50%) | 2026-03-31 | |
| PEP | PepsiCo, Inc. | 4.2% | 2.03M | $314.9M | -0.03%(-664) | $89.25(+67.26%) | 2026-03-31 | |
| JNJ | Johnson & Johnson | 4.07% | 1.25M | $305.4M | -0.26%(-3.24K) | $85.14(+170.65%) | 2026-03-31 | |
| FOX | Fox Corporation Class A | 3.94% | 5.57M | $295.6M | -0.06%(-3.27K) | $31.89(+86.50%) | 2026-03-31 | |
| PG | Procter & Gamble Company | 3.72% | 1.93M | $278.9M | +0.67%(+12.78K) | $75.98(+87.21%) | 2026-03-31 | |
| UHAL.B | U-Haul Holding Company | 3.6% | 6.05M | $270.2M | +4.51%(+260.94K) | $47675.32(-99.90%) | 2026-03-31 | |
| RS | Reliance, Inc. | 2.81% | 693.1K | $210.7M | +0.22%(+1.50K) | $156.02(+136.41%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.86% | +36.26% |
| Top 20 Holdings Unweighted | +10.33% | +34.30% |
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