
YACKTMAN ASSET MANAGEMENT LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $7.1B in reported equity holdings across 72 positions. The largest holdings are CNQ (8.9%), MSFT (6.5%), SCHW (5.5%), FOXA (5.1%), GOOGL (5.0%). The portfolio is concentrated in Other (77.3%), Energy (8.9%), Communication Services (7.0%). Data sourced from SEC EDGAR 13F filings (CIK 905567).
