Yacktman Asset Management Lp Top Holdings and 13F Report (2025) About Yacktman Asset Management LpInvestment ActivityYacktman Asset Management Lp has $7.61 billion in total holdings as of March 31, 2025.Yacktman Asset Management Lp owns shares of 70 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 0.09% of the portfolio was purchased this quarter.About 12.99% of the portfolio was sold this quarter.This quarter, Yacktman Asset Management Lp has purchased 71 new stocks and bought additional shares in 9 stocks.Yacktman Asset Management Lp sold shares of 45 stocks and completely divested from 1 stock this quarter.Largest Holdings Canadian Natural Resources $839,799,176Microsoft $451,774,357Charles Schwab $368,623,886Procter & Gamble $360,858,897U-Haul Holding Company Class B $354,772,264 Largest Purchases this Quarter Olin 122,247 shares (about $2.96M)PepsiCo 10,434 shares (about $1.56M)Darling Ingredients 28,643 shares (about $894.81K)Hershey 4,520 shares (about $773.06K)Devon Energy 12,749 shares (about $476.81K) Largest Sales this Quarter State Street 1,190,476 shares (about $106.58M)Wells Fargo & Company 903,324 shares (about $64.85M)EOG Resources 481,224 shares (about $61.71M)The Goldman Sachs Group 101,321 shares (about $55.35M)Diamondback Energy 336,506 shares (about $53.80M) Sector Allocation Over TimeMap of 500 Largest Holdings ofYacktman Asset Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCNQCanadian Natural Resources$839,799,176$51,349,082 ▼-5.8%27,266,20711.0%EnergyMSFTMicrosoft$451,774,357$5,077,901 ▼-1.1%1,203,4805.9%Computer and TechnologySCHWCharles Schwab$368,623,886$12,918,314 ▼-3.4%4,709,0434.8%FinancePGProcter & Gamble$360,858,897$7,082,144 ▼-1.9%2,117,4684.7%Consumer StaplesU-Haul Holding Company Class B$354,772,264$11,122,703 ▼-3.0%5,994,8004.7%COMFOXFOX$346,217,201$33,394,315 ▼-8.8%6,568,3404.6%Consumer DiscretionaryPEPPepsiCo$316,839,114$1,564,474 ▲0.5%2,113,1064.2%Consumer StaplesCTSHCognizant Technology Solutions$267,415,312$43,214,391 ▼-13.9%3,495,6253.5%Computer and TechnologyNWSANews$232,148,056$20,045,243 ▼-7.9%8,528,5843.1%Consumer DiscretionaryJNJJohnson & Johnson$227,608,624$2,371,015 ▼-1.0%1,372,4593.0%MedicalRSReliance$220,369,380$27,117,379 ▼-11.0%763,1842.9%Basic MaterialsGOOGAlphabet$219,417,536$45,418,404 ▼-17.1%1,404,4522.9%Computer and TechnologyINGRIngredion$215,948,623$7,811,623 ▼-3.5%1,597,1352.8%Consumer StaplesBRK.BBerkshire Hathaway$200,671,351$50,602,556 ▼-20.1%376,7912.6%FinanceKVUEKenvue$198,326,302$867,692 ▼-0.4%8,270,4882.6%Consumer StaplesCOPConocoPhillips$177,088,820$20,762,769 ▼-10.5%1,686,2392.3%EnergyEOGEOG Resources$170,025,850$61,712,166 ▼-26.6%1,325,8412.2%EnergyFANGDiamondback Energy$168,182,249$53,800,579 ▼-24.2%1,051,9282.2%EnergyTSNTyson Foods$167,719,927$2,513,284 ▼-1.5%2,628,4272.2%Consumer StaplesKOCoca-Cola$160,401,871$3,522,343 ▼-2.1%2,239,6242.1%Consumer StaplesELVElevance Health$148,959,881$189,208 ▲0.1%342,4682.0%MedicalEBAYeBay$146,118,535$21,937,273 ▼-13.1%2,157,3681.9%Retail/WholesaleDISWalt Disney$145,806,283$2,986,367 ▼-2.0%1,477,2671.9%Consumer DiscretionaryAWIArmstrong World Industries$122,606,314$9,539,267 ▼-7.2%870,2891.6%ConstructionNOCNorthrop Grumman$119,909,158$26,919,950 ▼-18.3%234,1931.6%AerospaceLHXL3Harris Technologies$115,226,411$10,633,367 ▼-8.4%550,5061.5%AerospaceSTTState Street$110,789,078$106,583,317 ▼-49.0%1,237,4521.5%FinanceLMTLockheed Martin$107,912,628$8,814,928 ▼-7.6%241,5721.4%AerospaceSYYSysco$101,448,002$484,758 ▼-0.5%1,351,9191.3%Consumer StaplesFOXAFOX$98,917,235$40,443,934 ▼-29.0%1,747,6541.3%Consumer DiscretionaryOLNOlin$97,450,690$2,963,267 ▲3.1%4,020,2431.3%Basic MaterialsTalen Energy Corp$88,833,1830.0%444,9001.2%COMWBDWarner Bros. Discovery$82,056,763$18,638 ▲0.0%7,647,4151.1%Consumer DiscretionaryCLColgate-Palmolive$75,184,8800.0%802,4001.0%Consumer StaplesDARDarling Ingredients$49,436,082$894,807 ▲1.8%1,582,4610.6%Consumer StaplesBKBank of New York Mellon$48,130,309$53,656,336 ▼-52.7%573,8680.6%FinanceCMCSAComcast$45,885,150$147,600 ▼-0.3%1,243,5000.6%Consumer DiscretionaryEMBCEmbecta$30,055,792$327,866 ▼-1.1%2,357,3170.4%MedicalCSCOCisco Systems$27,332,223$45,469,779 ▼-62.5%442,9140.4%Computer and TechnologyDVNDevon Energy$24,173,266$476,813 ▲2.0%646,3440.3%EnergyUHALU-Haul$21,926,842$2,391,326 ▼-9.8%335,4780.3%TransportationMASMasco$18,545,344$2,102,055 ▼-10.2%266,6860.2%ConstructionORCLOracle$15,542,118$8,596,357 ▼-35.6%111,1660.2%Computer and TechnologyULUnilever$14,911,975$1,283,422 ▼-7.9%250,4110.2%Consumer StaplesWFCWells Fargo & Company$11,437,798$64,849,629 ▼-85.0%159,3230.2%FinanceBRK.ABerkshire Hathaway$11,178,1820.0%140.1%FinanceEAFGrafTech International$9,354,940$51,778 ▲0.6%10,698,6960.1%IndustrialsMAMastercard$6,100,5760.0%11,1300.1%Business ServicesBKNGBooking$5,261,091$4,685,227 ▼-47.1%1,1420.1%Retail/WholesaleCLXClorox$4,851,887$235,600 ▲5.1%32,9500.1%Consumer StaplesGSThe Goldman Sachs Group$4,847,231$55,350,647 ▼-91.9%8,8730.1%FinanceAONAON$4,657,3800.0%11,6700.1%FinanceHSYHershey$4,527,164$773,056 ▲20.6%26,4700.1%Consumer StaplesMSCIMSCI$4,020,7050.0%7,1100.1%FinanceMCOMoody's$3,571,8420.0%7,6700.0%FinanceVZVerizon Communications$2,358,7200.0%52,0000.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,350,557$19,025,415 ▼-89.0%4,2020.0%FinanceTDYTeledyne Technologies$2,239,6950.0%4,5000.0%AerospaceXOMExxon Mobil$1,950,4520.0%16,4000.0%EnergyLEGHLegacy Housing$1,286,220$226,980 ▼-15.0%51,0000.0%FinancePMPhilip Morris International$1,158,8880.0%7,3010.0%Consumer StaplesNTRSNorthern Trust$937,1750.0%9,5000.0%FinanceAMPYAmplify Energy$710,600$56,100 ▼-7.3%190,0000.0%EnergyCRMTAmerica's Car-Mart$590,070$136,170 ▼-18.8%13,0000.0%Retail/WholesaleRDIReading International$535,1500.0%385,0000.0%Consumer DiscretionaryCATOCato$351,1320.0%105,4450.0%Retail/WholesaleMOAltria Group$294,0980.0%4,9000.0%Consumer StaplesVVisa$256,5370.0%7320.0%Business ServicesNWSNews$247,212$7,441 ▼-2.9%8,1400.0%Consumer DiscretionaryAMRKA-Mark Precious Metals$228,330$63,425 ▼-21.7%9,0000.0%Consumer DiscretionaryGLWCorning$0$40,487,040 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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