YACKTMAN ASSET MANAGEMENT LP: 13F holdings
CIK 9055672026Q2
| Positions | 74 |
|---|
| Reported value | $8.1bn |
|---|
| Filed | 2026-08-11 |
|---|
Change since last quarter
| Positions | 74 (-2 vs prior quarter) |
|---|
| Reported value | $8.1bn (+7.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| CNQ Canadian Natural Resources Limited | 16,462,508 | $650.3m | 8.0% |
| BRK-B Berkshire Hathaway Inc. | 1,161,530 | $581.2m | 7.2% |
| GOOG Alphabet Inc. | 1,129,129 | $399.0m | 4.9% |
| SCHW Charles Schwab Corp | 4,101,552 | $378.5m | 4.7% |
| MSFT Microsoft Corporation | 1,009,284 | $376.5m | 4.7% |
| UHAL.B U-Haul Holding Company | 6,197,210 | $357.6m | 4.4% |
| JNJ Johnson & Johnson | 1,259,977 | $320.0m | 4.0% |
| PG Procter & Gamble Company | 1,963,488 | $287.9m | 3.6% |
| PEP PepsiCo, Inc. | 2,072,843 | $280.7m | 3.5% |
| FOX Fox Corporation | 5,649,828 | $264.6m | 3.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="905567")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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