YACKTMAN ASSET MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CNQ | 18.78M | $635.55M |
 | KVUE | 7.86M | $135.54M |
 | NWSA | 7.33M | $191.44M |
 | UHAL-B | 5.79M | $270.50M |
 | FOX | 5.57M | $361.65M |
 | SCHW | 3.94M | $393.30M |
 | OLN | 3.92M | $81.70M |
 | CTSH | 2.98M | $247.62M |
 | TSN | 2.49M | $145.93M |
 | EMBC | 2.26M | $26.88M |
 | KO | 2.11M | $147.42M |
 | PEP | 2.03M | $291.15M |
 | PG | 1.92M | $274.92M |
 | WBD | 1.78M | $51.38M |
 | COP | 1.55M | $145.09M |
 | EBAY | 1.53M | $133.47M |
 | INGR | 1.42M | $156.97M |
 | DAR | 1.39M | $50.01M |
 | DIS | 1.33M | $151.76M |
 | JNJ | 1.25M | $259.24M |
Canadian Natural Resources Limited
CNQ
Shares Held
18.78M
Value
$635.55M
Kenvue Inc.
KVUE
Shares Held
7.86M
Value
$135.54M
News Corporation
NWSA
Shares Held
7.33M
Value
$191.44M
U-Haul Holding Company
UHAL-B
Shares Held
5.79M
Value
$270.50M
Fox Corporation
FOX
Shares Held
5.57M
Value
$361.65M
The Charles Schwab Corporation
SCHW
Shares Held
3.94M
Value
$393.30M
Olin Corporation
OLN
Shares Held
3.92M
Value
$81.70M
Cognizant Technology Solutions Corporation
CTSH
Shares Held
2.98M
Value
$247.62M
Tyson Foods, Inc.
TSN
Shares Held
2.49M
Value
$145.93M
Embecta Corp.
EMBC
Shares Held
2.26M
Value
$26.88M
The Coca-Cola Company
KO
Shares Held
2.11M
Value
$147.42M
PepsiCo, Inc.
PEP
Shares Held
2.03M
Value
$291.15M
The Procter & Gamble Company
PG
Shares Held
1.92M
Value
$274.92M
Warner Bros. Discovery, Inc.
WBD
Shares Held
1.78M
Value
$51.38M
ConocoPhillips
COP
Shares Held
1.55M
Value
$145.09M
eBay Inc.
EBAY
Shares Held
1.53M
Value
$133.47M
Ingredion Incorporated
INGR
Shares Held
1.42M
Value
$156.97M
Darling Ingredients Inc.
DAR
Shares Held
1.39M
Value
$50.01M
The Walt Disney Company
DIS
Shares Held
1.33M
Value
$151.76M
Johnson & Johnson
JNJ
Shares Held
1.25M
Value
$259.24M