Yacktman Asset Management·CIK 905567
72
Positions
$7.1B
Portfolio Value
1
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q4 2025
Portfolio Value Over Time
| 3 | SCHW | 5.51% | $393,299,711 | NEW |
| 4 | FOX | 5.06% | $361,646,530 | NEW |
| 5 | GOOG | 4.96% | $354,533,437 | NEW |
| 6 | PEP | 4.08% | $291,149,121 | NEW |
| 7 | PG | 3.85% | $274,919,168 | NEW |
| 8 | UHALB | 3.79% | $270,502,796 | NEW |
| 9 | JNJ | 3.63% | $259,235,060 | NEW |
| 10 | CTSH | 3.47% | $247,624,773 | NEW |
| 11 | RS | 2.80% | $199,790,003 | NEW |
| 12 | NWSA | 2.68% | $191,439,435 | NEW |
| 13 | BRKB | 2.20% | $157,346,037 | NEW |
| 14 | INGR | 2.20% | $156,972,090 | NEW |
| 15 | DIS | 2.12% | $151,759,623 | NEW |
| 16 | FANG | 2.10% | $149,821,734 | NEW |
| 17 | KO | 2.06% | $147,415,302 | NEW |
| 18 | TSN | 2.04% | $145,927,456 | NEW |
| 19 | COP | 2.03% | $145,086,420 | NEW |
| 20 | AWI | 1.98% | $141,746,896 | NEW |
| 21 | KVUE | 1.90% | $135,541,806 | NEW |
| 22 | TLN | 1.89% | $134,942,400 | NEW |
| 23 | EBAY | 1.87% | $133,465,943 | NEW |
| 24 | EOG | 1.74% | $124,648,865 | NEW |
| 25 | LHX | 1.68% | $119,843,200 | NEW |
| 26 | STT | 1.65% | $117,857,731 | NEW |
| 27 | ELV | 1.61% | $115,245,416 | NEW |
| 28 | EWY | 1.56% | $111,279,081 | NEW |
| 29 | NOC | 1.55% | $110,584,817 | NEW |
| 30 | LMT | 1.45% | $103,734,156 | NEW |
| 31 | SYY | 1.26% | $90,167,452 | NEW |
| 32 | FOXA | 1.23% | $87,834,743 | NEW |
| 33 | OLN | 1.14% | $81,701,884 | NEW |
| 34 | CL | 0.87% | $62,212,446 | NEW |
| 35 | UNH | 0.77% | $55,309,931 | NEW |
| 36 | WBD | 0.72% | $51,382,025 | NEW |
| 37 | DAR | 0.70% | $50,011,812 | NEW |
| 38 | BK | 0.59% | $42,458,292 | NEW |
| 39 | CMCSA | 0.49% | $34,717,235 | NEW |
| 40 | EMBC | 0.38% | $26,883,430 | NEW |
| 41 | CSCO | 0.37% | $26,239,345 | NEW |
| 42 | SPY | 0.31% | $21,883,495 | NEW |
| 43 | UHAL | 0.23% | $16,497,983 | NEW |
| 44 | DVN | 0.22% | $15,835,552 | NEW |
| 45 | EAF | 0.22% | $15,486,347 | NEW |
| 46 | BIL | 0.21% | $15,342,062 | NEW |
| 47 | MAS | 0.21% | $14,839,931 | NEW |
| 48 | UL | 0.18% | $12,805,545 | NEW |
| 49 | WFC | 0.13% | $9,536,131 | NEW |
| 50 | MA | 0.09% | $6,662,170 | NEW |
| 51 | MCO | 0.09% | $6,347,311 | NEW |
| 52 | MSCI | 0.09% | $6,253,657 | NEW |
| 53 | CLX | 0.07% | $4,849,419 | NEW |
| 54 | FICO | 0.06% | $4,639,061 | NEW |
| 55 | AON | 0.06% | $4,557,445 | NEW |
| 56 | GS | 0.06% | $4,381,815 | NEW |
| 57 | CPRT | 0.05% | $3,921,656 | NEW |
| 58 | CRMT | 0.05% | $3,915,300 | NEW |
| 59 | MRSH | 0.05% | $3,576,826 | NEW |
| 60 | VRSK | 0.05% | $3,458,247 | NEW |
| 61 | LEGH | 0.05% | $3,429,176 | NEW |
| 62 | VZ | 0.02% | $1,629,200 | NEW |
| 63 | NTRS | 0.02% | $1,297,605 | NEW |
| 64 | TDY | 0.02% | $1,072,533 | NEW |
| 65 | AMPY | 0.01% | $1,051,100 | NEW |
| 66 | PM | 0.01% | $1,010,520 | NEW |
| 67 | CATO | 0.00% | $325,825 | NEW |
| 68 | RDI | 0.00% | $278,250 | NEW |
| 69 | V | 0.00% | $256,720 | NEW |
| 70 | MO | 0.00% | $242,172 | NEW |
| 71 | NWS | 0.00% | $241,188 | NEW |
| 72 | GOLD | 0.00% | $238,350 | NEW |