CIK 905567
YACKTMAN ASSET MANAGEMENT LP
Institutional 13F holdings & portfolio
Holdings
72
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 72
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CNQ | Canadian Natural Resources Limited | 18.8M | $1M+ | SH |
| MSFT | Microsoft Corporation | 964K | $1M+ | SH |
| SCHW | The Charles Schwab Corporation | 3.9M | $1M+ | SH |
| FOX | Fox Corporation | 5.6M | $1M+ | SH |
| GOOG | Alphabet Inc. | 1.1M | $1M+ | SH |
| PEP | PepsiCo, Inc. | 2.0M | $1M+ | SH |
| PG | The Procter & Gamble Company | 1.9M | $1M+ | SH |
| UHAL.B | U-Haul Holding Company | 5.8M | $1M+ | SH |
| JNJ | Johnson & Johnson | 1.3M | $1M+ | SH |
| CTSH | Cognizant Technology Solutions Corporation | 3.0M | $1M+ | SH |
| RS | Reliance, Inc. | 692K | $1M+ | SH |
| NWSA | News Corporation | 7.3M | $1M+ | SH |
| BRK.B | Berkshire Hathaway Inc. | 313K | $1M+ | SH |
| INGR | Ingredion Incorporated | 1.4M | $1M+ | SH |
| DIS | The Walt Disney Company | 1.3M | $1M+ | SH |
| FANG | Diamondback Energy, Inc. | 997K | $1M+ | SH |
| KO | The Coca-Cola Company | 2.1M | $1M+ | SH |
| TSN | Tyson Foods, Inc. | 2.5M | $1M+ | SH |
| COP | ConocoPhillips | 1.5M | $1M+ | SH |
| AWI | Armstrong World Industries, Inc. | 742K | $1M+ | SH |
| KVUE | Kenvue Inc. | 7.9M | $1M+ | SH |
| TLN | Talen Energy Corporation | 360K | $1M+ | SH |
| EBAY | eBay Inc. | 1.5M | $1M+ | SH |
| EOG | EOG Resources, Inc. | 1.2M | $1M+ | SH |
| LHX | L3Harris Technologies, Inc. | 408K | $1M+ | SH |
| STT | State Street Corporation | 914K | $1M+ | SH |
| ELV | Elevance Health, Inc. | 329K | $1M+ | SH |
| EWY | iShares, Inc. - iShares MSCI South Korea ETF | 1.1M | $1M+ | SH |
| NOC | Northrop Grumman Corporation | 194K | $1M+ | SH |
| LMT | Lockheed Martin Corporation | 214K | $1M+ | SH |
| SYY | Sysco Corporation | 1.2M | $1M+ | SH |
| FOXA | Fox Corporation | 1.2M | $1M+ | SH |
| OLN | Olin Corporation | 3.9M | $1M+ | SH |
| CL | Colgate-Palmolive Company | 787K | $1M+ | SH |
| UNH | UnitedHealth Group Incorporated | 168K | $1M+ | SH |
| WBD | Warner Bros. Discovery, Inc. | 1.8M | $1M+ | SH |
| DAR | Darling Ingredients Inc. | 1.4M | $1M+ | SH |
| BK | The Bank of New York Mellon Corporation | 366K | $1M+ | SH |
| CMCSA | Comcast Corporation | 1.2M | $1M+ | SH |
| EMBC | Embecta Corp. | 2.3M | $1M+ | SH |
| CSCO | Cisco Systems, Inc. | 341K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF | 32K | $1M+ | SH |
| UHAL | U-Haul Holding Company | 327K | $1M+ | SH |
| DVN | Devon Energy Corporation | 432K | $1M+ | SH |
| EAF | GrafTech International Ltd. | 998K | $1M+ | SH |
| BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 168K | $1M+ | SH |
| MAS | Masco Corporation | 234K | $1M+ | SH |
| UL | Unilever PLC ADR | 196K | $1M+ | SH |
| WFC | Wells Fargo & Company | 102K | $1M+ | SH |
| MA | Mastercard Incorporated | 12K | $1M+ | SH |