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Yacktman — 13F History

Yacktman Asset Management LPCIK 0000905567Form 13F-HR on EDGAR
Portfolio value$8.1B
Positions74
QuarterQ2 2026ended 2026-06-30
Filed08/112026

Every 13F on file since Q2 2013: what Yacktman bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

53 filings · newest first
Q2 2026$8.1B · 74 stocks · filed Aug 11, 2026
1 bought51 added9 reduced3 sold
added +269% BRK-Badded +6561% INTUbought BRreduced −43% EWYadded +251% BRBRreduced −82% BNY
Q1 2026$7.5B · 76 stocks · filed May 1, 2026
5 bought36 added25 reduced1 sold
reduced −12% CNQbought PYPLsold WBDbought FDSbought AVTRbought BRBR
Q4 2025$7.1B · 72 stocks · filed Feb 3, 2026
3 bought8 added49 reduced1 sold
Q3 2025$7.3B · 70 stocks · filed Nov 4, 2025
6 bought4 added51 reduced6 sold
Q2 2025$7.4B · 70 stocks · filed Aug 6, 2025
1 bought11 added49 reduced1 sold
Q1 2025$7.6B · 70 stocks · filed Apr 30, 2025
0 bought9 added45 reduced1 sold
Q3 2024$9.7B · 71 stocks · filed Oct 30, 2024
2 bought5 added53 reduced3 sold
Q2 2024$10.7B · 72 stocks · filed Aug 2, 2024
1 bought10 added49 reduced2 sold
Q1 2024$11.1B · 73 stocks · filed May 2, 2024
5 bought14 added42 reduced2 sold
reduced −72% PXDEURsold WFRDbought KELbought DARreduced −18% RSreduced −33% ORCL
Q4 2023$10.8B · 70 stocks · filed Feb 2, 2024
0 bought11 added47 reduced0 sold
reduced −38% WFRDreduced −8% MSFTreduced −8% GOOGreduced −19% BKNGreduced −13% PXDEURadded +43% KVUE
Q3 2023$10.1B · 70 stocks · filed Nov 1, 2023
5 bought14 added45 reduced2 sold

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.