Stock Taper

YACKTMAN ASSET MANAGEMENT LP

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lockheed Martin CorporationLMT216.36K$110.23M
FactSet Research Systems Inc.FDS229.62K$52.83M
Unilever PLCUL241.19K$14.5M
Masco CorporationMAS286.08K$23.28M
U-Haul Holding CompanyUHAL325.38K$21.29M
Elevance Health Inc.ELV339.99K$131.48M
Talen Energy CorporationTLN359.8K$138.26M
L3Harris Technologies, Inc.LHX413.5K$120.16M
Intuit Inc.INTU491.28K$128.22M
Devon Energy CorporationDVN510.91K$21.11M
Reliance Steel & Aluminum Co.RS698.57K$260.98M
Armstrong World Industries, Inc.AWI754.94K$121.11M
Colgate-Palmolive CompanyCL790.9K$72.51M
Broadridge Financial Solutions, Inc.BR878.52K$120.31M
State Street CorporationSTT919.74K$155.99M
Microsoft CorporationMSFT1.01M$376.48M
Diamondback Energy, Inc.FANG1.01M$178.26M
Alphabet Inc.GOOG1.13M$398.96M
Berkshire Hathaway Inc.BRK-B1.16M$581.22M
Comcast CorporationCMCSA1.17M$28.74M