YACKTMAN ASSET MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CNQ | 16.54M | $806.07M |
 | KVUE | 7.93M | $136.76M |
 | NWSA | 7.39M | $184.20M |
 | UHAL-B | 6.05M | $270.18M |
 | FOX | 5.57M | $295.58M |
 | AVTR | 4.75M | $37.20M |
 | OLN | 4.09M | $121.66M |
 | SCHW | 3.90M | $366.98M |
 | EMBC | 3.67M | $32.46M |
 | CTSH | 3.01M | $184.55M |
 | TSN | 2.51M | $161.13M |
 | PYPL | 2.29M | $103.61M |
 | KO | 2.10M | $159.61M |
 | PEP | 2.03M | $314.92M |
 | PG | 1.93M | $278.93M |
 | COP | 1.58M | $208.76M |
 | EBAY | 1.53M | $139.19M |
 | BRBR | 1.50M | $24.10M |
 | INGR | 1.44M | $162.26M |
 | DAR | 1.40M | $86.82M |
Canadian Natural Resources Limited
CNQ
Shares Held
16.54M
Value
$806.07M
Kenvue Inc.
KVUE
Shares Held
7.93M
Value
$136.76M
News Corporation
NWSA
Shares Held
7.39M
Value
$184.20M
U-Haul Holding Company
UHAL-B
Shares Held
6.05M
Value
$270.18M
Fox Corporation
FOX
Shares Held
5.57M
Value
$295.58M
Avantor, Inc.
AVTR
Shares Held
4.75M
Value
$37.20M
Olin Corporation
OLN
Shares Held
4.09M
Value
$121.66M
The Charles Schwab Corporation
SCHW
Shares Held
3.90M
Value
$366.98M
Embecta Corp.
EMBC
Shares Held
3.67M
Value
$32.46M
Cognizant Technology Solutions Corporation
CTSH
Shares Held
3.01M
Value
$184.55M
Tyson Foods, Inc.
TSN
Shares Held
2.51M
Value
$161.13M
PayPal Holdings, Inc.
PYPL
Shares Held
2.29M
Value
$103.61M
The Coca-Cola Company
KO
Shares Held
2.10M
Value
$159.61M
PepsiCo, Inc.
PEP
Shares Held
2.03M
Value
$314.92M
The Procter & Gamble Company
PG
Shares Held
1.93M
Value
$278.93M
ConocoPhillips
COP
Shares Held
1.58M
Value
$208.76M
eBay Inc.
EBAY
Shares Held
1.53M
Value
$139.19M
BellRing Brands, Inc.
BRBR
Shares Held
1.50M
Value
$24.10M
Ingredion Incorporated
INGR
Shares Held
1.44M
Value
$162.26M
Darling Ingredients Inc.
DAR
Shares Held
1.40M
Value
$86.82M