YACKTMAN ASSET MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JNJ | 1.29M | $238.68M |
 | SYY | 1.25M | $103.15M |
 | EOG | 1.22M | $136.70M |
 | CMCSA | 1.17M | $36.73M |
 | GOOG | 1.17M | $284.08M |
 | EAF | 1.07M | $13.70M |
 | STT | 1.05M | $122.03M |
 | MSFT | 1.03M | $532.46M |
 | FANG | 1.01M | $145.17M |
 | CL | 794K | $63.46M |
 | AWI | 759K | $148.83M |
 | RS | 702K | $197.20M |
 | DVN | 521K | $18.27M |
 | LHX | 417K | $127.29M |
 | BK | 395K | $43.01M |
 | CSCO | 360K | $24.64M |
 | TLN | 360K | $153.18M |
 | ELV | 334K | $108.04M |
 | UHAL | 331K | $18.88M |
 | BRK-B | 320K | $161.06M |
Johnson & Johnson
JNJ
Shares Held
1.29M
Value
$238.68M
Sysco Corporation
SYY
Shares Held
1.25M
Value
$103.15M
EOG Resources, Inc.
EOG
Shares Held
1.22M
Value
$136.70M
Comcast Corporation
CMCSA
Shares Held
1.17M
Value
$36.73M
Alphabet Inc.
GOOG
Shares Held
1.17M
Value
$284.08M
GrafTech International Ltd.
EAF
Shares Held
1.07M
Value
$13.70M
State Street Corporation
STT
Shares Held
1.05M
Value
$122.03M
Microsoft Corporation
MSFT
Shares Held
1.03M
Value
$532.46M
Diamondback Energy, Inc.
FANG
Shares Held
1.01M
Value
$145.17M
Colgate-Palmolive Company
CL
Shares Held
794K
Value
$63.46M
Armstrong World Industries, Inc.
AWI
Shares Held
759K
Value
$148.83M
Reliance Steel & Aluminum Co.
RS
Shares Held
702K
Value
$197.20M
Devon Energy Corporation
DVN
Shares Held
521K
Value
$18.27M
L3Harris Technologies, Inc.
LHX
Shares Held
417K
Value
$127.29M
The Bank of New York Mellon Corporation
BK
Shares Held
395K
Value
$43.01M
Cisco Systems, Inc.
CSCO
Shares Held
360K
Value
$24.64M
Talen Energy Corporation
TLN
Shares Held
360K
Value
$153.18M
Elevance Health Inc.
ELV
Shares Held
334K
Value
$108.04M
U-Haul Holding Company
UHAL
Shares Held
331K
Value
$18.88M
Berkshire Hathaway Inc.
BRK-B
Shares Held
320K
Value
$161.06M