YACKTMAN ASSET MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RDI | 275K | $404.25K |
 | MAS | 253K | $17.81M |
 | UL | 236K | $13.97M |
 | AMPY | 230K | $1.21M |
 | LMT | 217K | $108.27M |
 | NOC | 198K | $120.55M |
 | UNH | 175K | $60.29M |
 | CRMT | 133K | $3.88M |
 | WFC | 126K | $10.56M |
 | CATO | 105K | $443.92K |
 | CPRT | 75K | $3.38M |
 | LEGH | 60K | $1.65M |
 | CLX | 59K | $7.27M |
 | VZ | 40K | $1.76M |
 | MMC | 17K | $3.50M |
 | VRSK | 13K | $3.31M |
 | AON | 13K | $4.61M |
 | MCO | 12K | $5.92M |
 | MA | 12K | $6.64M |
 | MSCI | 11K | $6.18M |
Reading International, Inc.
RDI
Shares Held
275K
Value
$404.25K
Masco Corporation
MAS
Shares Held
253K
Value
$17.81M
Unilever PLC
UL
Shares Held
236K
Value
$13.97M
Amplify Energy Corp.
AMPY
Shares Held
230K
Value
$1.21M
Lockheed Martin Corporation
LMT
Shares Held
217K
Value
$108.27M
Northrop Grumman Corporation
NOC
Shares Held
198K
Value
$120.55M
UnitedHealth Group Incorporated
UNH
Shares Held
175K
Value
$60.29M
America's Car-Mart, Inc.
CRMT
Shares Held
133K
Value
$3.88M
Wells Fargo & Company
WFC
Shares Held
126K
Value
$10.56M
The Cato Corporation
CATO
Shares Held
105K
Value
$443.92K
Copart, Inc.
CPRT
Shares Held
75K
Value
$3.38M
Legacy Housing Corporation
LEGH
Shares Held
60K
Value
$1.65M
The Clorox Company
CLX
Shares Held
59K
Value
$7.27M
Verizon Communications Inc.
VZ
Shares Held
40K
Value
$1.76M
Marsh & McLennan Companies, Inc.
MMC
Shares Held
17K
Value
$3.50M
Verisk Analytics, Inc.
VRSK
Shares Held
13K
Value
$3.31M
Aon plc
AON
Shares Held
13K
Value
$4.61M
Moody's Corporation
MCO
Shares Held
12K
Value
$5.92M
Mastercard Incorporated
MA
Shares Held
12K
Value
$6.64M
MSCI Inc.
MSCI
Shares Held
11K
Value
$6.18M