Yacktman Asset Management
Holdings reported for Q2 2026, filed Aug 11, 2026.
- Portfolio
- $7.96B
- Stocks
- 72
- Top 10
- 49%
- Turnover
- 1%
Holdings
Valued at quarter-end prices. Change is against the previous quarter's filing.
| # | Company | Weight | Value | Shares | Change | Since quarter end |
|---|---|---|---|---|---|---|
| 1 | 8.2% | $650.27M | 16M | -0% | +25.9% | |
| 2 | brk.bBerkshire Hathaway | 7.3% | $581.22M | 1M | +269% | +18.5% |
| 3 | googAlphabet Inc. | 5.0% | $398.96M | 1M | +0% | – |
| 4 | 4.8% | $378.45M | 4M | +5% | +0.8% | |
| 5 | 4.7% | $376.48M | 1M | +2% | +40.4% | |
| 6 | uhal.bU-Haul Holding Co | 4.5% | $357.58M | 6M | +2% | – |
| 7 | 4.0% | $320.00M | 1M | +1% | +12.5% | |
| 8 | 3.6% | $287.93M | 2M | +2% | +15.8% | |
| 9 | 3.5% | $280.66M | 2M | +2% | +7.4% | |
| 10 | foxFox Corp | 3.3% | $264.64M | 6M | +1% | – |
| 11 | 3.3% | $260.98M | 1M | +1% | +14.4% | |
| 12 | 2.4% | $187.59M | 8M | +2% | +8.6% | |
| 13 | 2.2% | $178.26M | 1M | +1% | +5.2% | |
| 14 | 2.2% | $172.91M | 2M | +1% | +22.1% | |
| 15 | 2.1% | $166.96M | 2M | +2% | +36.9% | |
| 16 | 2.0% | $161.32M | 1M | +2% | +22.0% | |
| 17 | 2.0% | $155.99M | 1M | +1% | +2.3% | |
| 18 | kvueKenvue Inc. | 1.9% | $153.85M | 8M | +1% | – |
| 19 | 1.9% | $147.65M | 3M | +3% | +2.7% | |
| 20 | 1.8% | $141.11M | 1M | -17% | +8.2% | |
| 21 | 1.8% | $139.36M | 1M | +2% | -0.6% | |
| 22 | 1.7% | $138.26M | 0M | Unchanged | -2.1% | |
| 23 | 1.7% | $132.44M | 1M | +2% | +23.6% | |
| 24 | 1.7% | $131.48M | 0M | +2% | +11.1% | |
| 25 | 1.6% | $128.22M | 0M | +6561% | +30.9% | |
| 26 | 1.5% | $122.02M | 3M | +5% | +62.7% | |
| 27 | 1.5% | $121.11M | 1M | +2% | +9.5% | |
| 28 | 1.5% | $120.31M | 1M | New | +40.5% | |
| 29 | 1.5% | $120.16M | 0M | +1% | -6.3% | |
| 30 | 1.4% | $110.23M | 0M | +1% | +17.0% | |
| 31 | 1.4% | $108.11M | 1M | +5% | -7.8% | |
| 32 | 1.3% | $100.60M | 0M | +2% | +8.1% | |
| 33 | 1.3% | $100.06M | 2M | +1% | +37.3% | |
| 34 | 1.0% | $83.43M | 4M | +3% | -11.9% | |
| 35 | 1.0% | $77.40M | 1M | +1% | +2.5% | |
| 36 | 0.9% | $72.51M | 1M | +0% | +8.7% | |
| 37 | 0.9% | $71.39M | 0M | +2% | -2.0% | |
| 38 | 0.9% | $68.10M | 5M | +251% | -18.4% | |
| 39 | 0.8% | $61.81M | 1M | -0% | +31.2% | |
| 40 | 0.7% | $52.83M | 0M | +2% | +44.6% | |
| 41 | 0.6% | $47.22M | 5M | +1% | +57.0% | |
| 42 | 0.4% | $28.74M | 1M | +0% | +1.0% | |
| 43 | 0.3% | $23.28M | 0M | +17% | +4.1% | |
| 44 | 0.3% | $21.29M | 0M | Unchanged | -15.6% | |
| 45 | 0.3% | $21.11M | 1M | +11% | +12.7% | |
| 46 | 0.2% | $19.81M | 1M | +7% | +8.1% | |
| 47 | ulUnilever PLC | 0.2% | $14.50M | 0M | +21% | – |
| 48 | 0.2% | $14.07M | 4M | +18% | +98.2% | |
| 49 | 0.1% | $9.31M | 0M | -82% | +6.1% | |
| 50 | 0.1% | $8.66M | 0M | +4% | +4.1% | |
| 51 | 0.1% | $7.36M | 0M | Unchanged | -39.7% | |
| 52 | 0.1% | $6.79M | 1M | +8% | +64.5% | |
| 53 | 0.1% | $6.10M | 0M | Unchanged | +17.5% | |
| 54 | 0.1% | $5.99M | 0M | Unchanged | +28.7% | |
| 55 | 0.1% | $5.62M | 0M | Unchanged | +12.2% | |
| 56 | 0.1% | $5.26M | 0M | +2% | -9.4% | |
| 57 | 0.1% | $4.59M | 0M | Unchanged | +14.7% | |
| 58 | 0.1% | $4.28M | 0M | Unchanged | +2.0% | |
| 59 | 0.0% | $3.85M | 0M | +24% | +12.9% | |
| 60 | 0.0% | $3.80M | 0M | +43% | +15.8% | |
| 61 | spySPDR S&P 500 ETF Trust | 0.0% | $2.66M | 0M | -6% | – |
| 62 | 0.0% | $1.80M | 0M | +8% | -3.5% | |
| 63 | 0.0% | $1.65M | 0M | Unchanged | +2.5% | |
| 64 | 0.0% | $904.55K | 0M | -15% | +10.0% | |
| 65 | 0.0% | $846.80K | 0M | Unchanged | +9.5% | |
| 66 | 0.0% | $815.90K | 0M | -2% | +2.3% | |
| 67 | 0.0% | $571.95K | 0M | +5% | -66.5% | |
| 68 | 0.0% | $341.64K | 0M | Unchanged | -30.9% | |
| 69 | rdiReading International | 0.0% | $339.20K | 0M | Unchanged | +53.1% |
| 70 | 0.0% | $302.19K | 0M | Unchanged | +9.3% | |
| 71 | 0.0% | $251.14K | 0M | Unchanged | +24.1% | |
| 72 | nwsNews Corp | 0.0% | $228.41K | 0M | Unchanged | – |