YACKTMAN ASSET MANAGEMENT LP 13F Holdings

CIK 0000905567

As of Sep 30, 2025, YACKTMAN ASSET MANAGEMENT LP reported 70 positions worth $7.3B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
CANADIAN NATURAL RESOURCES LTDCNQEnergy20,908,511$668.2M9.21%
MICROSOFT CORPMSFTTechnology1,028,018$532.5M7.34%
SCHWAB CHARLES CORPSCHWEquity4,194,646$400.5M5.52%
FOX CORPFOXCommunication Services5,798,698$332.2M4.58%
PROCTER & GAMBLE COPGConsumer Defensive1,941,870$298.4M4.11%
U-HAUL HOLDING COUHAL.BIndustrials5,801,620$295.3M4.07%
PEPSICO INCPEPConsumer Defensive2,060,313$289.4M3.99%
ALPHABET INCGOOGEquity1,166,413$284.1M3.91%
JOHNSON & JOHNSONJNJHealthcare1,287,234$238.7M3.29%
NEWS CORPNWSACommunication Services7,422,037$227.9M3.14%
COGNIZANT TECHNOLOGY SOLUTIONS CORPCTSHTechnology3,299,434$221.3M3.05%
RELIANCE INCRSBasic Materials702,190 97.2M2.72%
INGREDION INCINGRConsumer Defensive1,442,086 76.1M2.43%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services320,356 61.1M2.22%
WALT DISNEY CODISCommunication Services1,357,848 55.5M2.14%
TALEN ENERGY CORPTLNUtilities360,100 53.2M2.11%
CONOCOPHILLIPSCOPEnergy1,587,743 50.2M2.07%
ARMSTRONG WORLD INDUSTRIES INCAWIBasic Materials759,285 48.8M2.05%
DIAMONDBACK ENERGY INCFANGEnergy1,014,468 45.2M2.00%
EBAY INCEBAYConsumer Cyclical1,577,038 43.4M1.98%
WARNER BROS DISCOVERY INCWBDCommunication Services7,338,337 43.3M1.97%
COCA COLA COKOConsumer Defensive2,136,227 41.7M1.95%
TYSON FOODS INCTSNConsumer Defensive2,548,535 38.4M1.91%
EOG RESOURCES INCEOGEnergy1,219,188 36.7M1.88%
KENVUE INCKVUEConsumer Defensive7,939,962 28.9M1.78%