Canonical: https://ownershiptrace.com/13f/investors/88

# 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](https://ownershiptrace.com/13f/companies/1742) | 2026-06-30 | 650269066.00 USD | 8.04% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-26-000003-index.html) |
| [BERKSHIRE HATHAWAY INC](https://ownershiptrace.com/13f/companies/152) | 2026-06-30 | 581217997.00 USD | 7.19% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-26-000003-index.html) |
| [Alphabet Inc.](https://ownershiptrace.com/13f/companies/37) | 2026-06-30 | 398955150.00 USD | 4.93% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-26-000003-index.html) |
| [U-Haul Holding Co /NV/](https://ownershiptrace.com/13f/companies/45) | 2026-06-30 | 378871622.00 USD | 4.68% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-26-000003-index.html) |
| [SCHWAB CHARLES CORP](https://ownershiptrace.com/13f/companies/820) | 2026-06-30 | 378450203.00 USD | 4.68% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-26-000003-index.html) |
| [MICROSOFT CORP](https://ownershiptrace.com/13f/companies/77) | 2026-06-30 | 376483118.00 USD | 4.65% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-26-000003-index.html) |
| [Fox Corp](https://ownershiptrace.com/13f/companies/437) | 2026-06-30 | 326452186.00 USD | 4.04% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-26-000003-index.html) |
| [JOHNSON & JOHNSON](https://ownershiptrace.com/13f/companies/742) | 2026-06-30 | 319996359.00 USD | 3.96% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-26-000003-index.html) |
| [PROCTER & GAMBLE Co](https://ownershiptrace.com/13f/companies/115) | 2026-06-30 | 287925880.00 USD | 3.56% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-26-000003-index.html) |
| [PEPSICO INC](https://ownershiptrace.com/13f/companies/792) | 2026-06-30 | 280662942.00 USD | 3.47% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-26-000003-index.html) |
| [RELIANCE, INC.](https://ownershiptrace.com/13f/companies/1581) | 2026-06-30 | 260984258.00 USD | 3.23% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-26-000003-index.html) |
| [NEWS CORP](https://ownershiptrace.com/13f/companies/2007) | 2026-06-30 | 187818015.00 USD | 2.32% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-26-000003-index.html) |
| [Diamondback Energy, Inc.](https://ownershiptrace.com/13f/companies/1743) | 2026-06-30 | 178260959.00 USD | 2.20% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-26-000003-index.html) |
| [COCA COLA CO](https://ownershiptrace.com/13f/companies/718) | 2026-06-30 | 172914684.00 USD | 2.14% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-26-000003-index.html) |
| [CONOCOPHILLIPS](https://ownershiptrace.com/13f/companies/1721) | 2026-06-30 | 166962359.00 USD | 2.06% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-26-000003-index.html) |
| [EOG RESOURCES INC](https://ownershiptrace.com/13f/companies/1012) | 2026-06-30 | 161323925.00 USD | 1.99% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-26-000003-index.html) |
| [STATE STREET CORP](https://ownershiptrace.com/13f/companies/394) | 2026-06-30 | 155987904.00 USD | 1.93% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-26-000003-index.html) |
| [Kenvue Inc.](https://ownershiptrace.com/13f/companies/1155) | 2026-06-30 | 153854686.00 USD | 1.90% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-26-000003-index.html) |
| [TYSON FOODS, INC.](https://ownershiptrace.com/13f/companies/1395) | 2026-06-30 | 147646033.00 USD | 1.83% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-26-000003-index.html) |
| [EBAY INC](https://ownershiptrace.com/13f/companies/129) | 2026-06-30 | 141111419.00 USD | 1.74% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-26-000003-index.html) |

## Recent source filings (up to 20)

| Report period | Filed | Form | Source |
|  --- | --- | --- | --- |
| 2026-06-30 | 2026-08-11 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-26-000003-index.html) |
| 2026-03-31 | 2026-05-01 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-26-000002-index.html) |
| 2025-12-31 | 2026-02-03 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-26-000001-index.html) |
| 2025-09-30 | 2025-11-04 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-25-000006-index.html) |
| 2025-06-30 | 2025-08-06 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-25-000004-index.html) |
| 2025-03-31 | 2025-04-30 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-25-000002-index.html) |
| 2024-12-31 | 2025-01-29 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-25-000001-index.html) |
| 2024-09-30 | 2024-10-30 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-24-000010-index.html) |
| 2024-06-30 | 2024-08-02 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-24-000004-index.html) |
| 2024-03-31 | 2024-05-02 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-24-000002-index.html) |
| 2023-12-31 | 2024-02-02 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-24-000001-index.html) |
| 2023-09-30 | 2023-11-01 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-23-000006-index.html) |
| 2023-06-30 | 2023-08-08 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-23-000005-index.html) |
| 2023-03-31 | 2023-05-08 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-23-000004-index.html) |
| 2022-12-31 | 2023-01-26 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-23-000001-index.html) |
| 2022-09-30 | 2022-11-07 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-22-000005-index.html) |
| 2022-06-30 | 2022-08-04 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-22-000004-index.html) |
| 2022-03-31 | 2022-05-02 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-22-000003-index.html) |
| 2021-12-31 | 2022-02-02 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-22-000001-index.html) |
| 2021-09-30 | 2021-11-01 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/905567/0000905567-21-000005-index.html) |

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.

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