Yacktman Asset Management portfolio — 13F holdings Q2 2026
Yacktman Asset Management (Stephen Yacktman) reported 71 long positions worth $8.1 billion as of 2026-06-30. Top holdings: CANADIAN NATURAL RESOURCES LTD, BERKSHIRE HATHAWAY INC, Alphabet Inc., U-Haul Holding Co /NV/, SCHWAB CHARLES CORP. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| CANADIAN NATURAL RESOURCES LTD | 2026-06-30 | 650269066.00 USD | 8.04% | reduce | Original filing |
| BERKSHIRE HATHAWAY INC | 2026-06-30 | 581217997.00 USD | 7.19% | add | Original filing |
| Alphabet Inc. | 2026-06-30 | 398955150.00 USD | 4.93% | add | Original filing |
| U-Haul Holding Co /NV/ | 2026-06-30 | 378871622.00 USD | 4.68% | add | Original filing |
| SCHWAB CHARLES CORP | 2026-06-30 | 378450203.00 USD | 4.68% | add | Original filing |
| MICROSOFT CORP | 2026-06-30 | 376483118.00 USD | 4.65% | add | Original filing |
| Fox Corp | 2026-06-30 | 326452186.00 USD | 4.04% | add | Original filing |
| JOHNSON & JOHNSON | 2026-06-30 | 319996359.00 USD | 3.96% | add | Original filing |
| PROCTER & GAMBLE Co | 2026-06-30 | 287925880.00 USD | 3.56% | add | Original filing |
| PEPSICO INC | 2026-06-30 | 280662942.00 USD | 3.47% | add | Original filing |
| RELIANCE, INC. | 2026-06-30 | 260984258.00 USD | 3.23% | add | Original filing |
| NEWS CORP | 2026-06-30 | 187818015.00 USD | 2.32% | add | Original filing |
| Diamondback Energy, Inc. | 2026-06-30 | 178260959.00 USD | 2.20% | add | Original filing |
| COCA COLA CO | 2026-06-30 | 172914684.00 USD | 2.14% | add | Original filing |
| CONOCOPHILLIPS | 2026-06-30 | 166962359.00 USD | 2.06% | add | Original filing |
| EOG RESOURCES INC | 2026-06-30 | 161323925.00 USD | 1.99% | add | Original filing |
| STATE STREET CORP | 2026-06-30 | 155987904.00 USD | 1.93% | add | Original filing |
| Kenvue Inc. | 2026-06-30 | 153854686.00 USD | 1.90% | add | Original filing |
| TYSON FOODS, INC. | 2026-06-30 | 147646033.00 USD | 1.83% | add | Original filing |
| EBAY INC | 2026-06-30 | 141111419.00 USD | 1.74% | reduce | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-11 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-01 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-03 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-04 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-06 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-04-30 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-01-29 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-10-30 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-02 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-02 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-02 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-01 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-08 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-08 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-01-26 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-07 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-04 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-02 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-02 00:00:00 | 13F-HR | Original filing |
| 2021-09-30 | 2021-11-01 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
This public summary shows the default reporting scope. Enable JavaScript for interactive filters, charts, and additional rows.