
YACKTMAN ASSET MANAGEMENT LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $7.5B in reported equity holdings across 76 positions. The largest holdings are CNQ (10.7%), MSFT (4.9%), SCHW (4.9%), GOOGL (4.3%), PEP (4.2%). The portfolio is concentrated in Other (77.1%), Energy (10.8%), Communication Services (4.9%). Data sourced from SEC EDGAR 13F filings (CIK 905567).
