YACKTMAN ASSET MANAGEMENT LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $8.1B in reported equity holdings across 74 positions. The largest holdings are CNQ (8.0%), BRK.B (7.2%), GOOGL (4.9%), SCHW (4.7%), MSFT (4.7%). The portfolio is concentrated in Other (80.8%), Energy (8.0%), Communication Services (4.0%). Data sourced from SEC EDGAR 13F filings (CIK 905567).

Nosey
sniffing out holdings...