Yacktman Asset Management Lp Top Holdings and 13F Report (2025) About Yacktman Asset Management LpInvestment ActivityYacktman Asset Management Lp has $7.44 billion in total holdings as of June 30, 2025.Yacktman Asset Management Lp owns shares of 70 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 0.68% of the portfolio was purchased this quarter.About 5.57% of the portfolio was sold this quarter.This quarter, Yacktman Asset Management Lp has purchased 70 new stocks and bought additional shares in 11 stocks.Yacktman Asset Management Lp sold shares of 49 stocks and completely divested from 1 stock this quarter.Largest Holdings Canadian Natural Resources $694,783,938Microsoft $549,769,366Charles Schwab $416,544,724U-Haul Holding Company Class B $325,484,102Procter & Gamble $321,585,986 Largest New Holdings this Quarter 91324P102 - UnitedHealth Group $40,244,130 Holding Largest Purchases this Quarter UnitedHealth Group 129,000 shares (about $40.24M)Moody's 4,755 shares (about $2.39M)MSCI 3,790 shares (about $2.19M)Hershey 11,780 shares (about $1.95M)Clorox 12,260 shares (about $1.47M) Largest Sales this Quarter Canadian Natural Resources 5,139,330 shares (about $161.37M)Microsoft 98,216 shares (about $48.85M)Berkshire Hathaway 49,924 shares (about $24.25M)Alphabet 123,395 shares (about $21.89M)FOX 341,938 shares (about $17.65M) 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$694,783,938$161,374,962 ▼-18.8%22,126,8779.3%EnergyMSFTMicrosoft$549,769,366$48,853,621 ▼-8.2%1,105,2647.4%Computer and TechnologySCHWCharles Schwab$416,544,724$13,108,360 ▼-3.1%4,565,3745.6%FinanceU-Haul Holding Company Class B$325,484,102$453,174 ▼-0.1%5,986,4654.4%COMPGProcter & Gamble$321,585,986$15,769,016 ▼-4.7%2,018,4914.3%Consumer StaplesFOXFOX$321,469,135$17,654,259 ▼-5.2%6,226,4024.3%Consumer DiscretionaryPEPPepsiCo$278,260,040$754,477 ▼-0.3%2,107,3923.7%Consumer StaplesCTSHCognizant Technology Solutions$266,134,736$6,628,883 ▼-2.4%3,410,6723.6%Computer and TechnologyNWSANews$241,309,757$12,159,760 ▼-4.8%8,119,4403.2%Consumer DiscretionaryRSReliance$234,913,971$4,649,487 ▼-1.9%748,3723.2%Basic MaterialsGOOGAlphabet$227,246,701$21,889,039 ▼-8.8%1,281,0573.1%Computer and TechnologyINGRIngredion$213,938,651$2,664,797 ▼-1.2%1,577,4862.9%Consumer StaplesJNJJohnson & Johnson$208,279,757$1,363,293 ▼-0.7%1,363,5342.8%MedicalDISWalt Disney$176,645,338$6,550,582 ▼-3.6%1,424,4442.4%Consumer DiscretionaryKVUEKenvue$171,357,510$1,743,804 ▼-1.0%8,187,1722.3%Consumer StaplesBRK.BBerkshire Hathaway$158,782,183$24,251,582 ▼-13.2%326,8672.1%FinanceKOCocaCola$156,821,054$1,632,344 ▼-1.0%2,216,5522.1%Consumer StaplesEBAYeBay$151,725,876$8,911,745 ▼-5.5%2,037,6832.0%Retail/WholesaleEOGEOG Resources$150,686,113$7,897,729 ▼-5.0%1,259,8122.0%EnergyTSNTyson Foods$146,132,398$901,809 ▼-0.6%2,612,3062.0%Consumer StaplesCOPConocoPhillips$145,916,881$5,406,207 ▼-3.6%1,625,9962.0%EnergyFANGDiamondback Energy$144,354,776$180,131 ▼-0.1%1,050,6171.9%EnergyAWIArmstrong World Industries$139,915,257$1,454,488 ▼-1.0%861,3351.9%ConstructionELVElevance Health$132,767,606$438,747 ▼-0.3%341,3401.8%MedicalLHXL3Harris Technologies$130,346,748$7,742,177 ▼-5.6%519,6411.8%AerospaceTalen Energy Corp$129,014,649$348,924 ▼-0.3%443,7001.7%COMSTTState Street$128,512,315$3,078,330 ▼-2.3%1,208,5041.7%FinanceNOCNorthrop Grumman$111,067,557$6,024,259 ▼-5.1%222,1441.5%AerospaceLMTLockheed Martin$103,101,911$8,779,745 ▼-7.8%222,6151.4%AerospaceSYYSysco$99,843,573$2,550,772 ▼-2.5%1,318,2411.3%Consumer StaplesFOXAFOX$91,707,405$6,231,145 ▼-6.4%1,636,4631.2%Consumer DiscretionaryWBDWarner Bros. Discovery$87,403,094$236,282 ▼-0.3%7,626,7971.2%Consumer DiscretionaryOLNOlin$81,572,954$806,272 ▲1.0%4,060,3761.1%Basic MaterialsCLColgate-Palmolive$72,938,1600.0%802,4001.0%Consumer StaplesDARDarling Ingredients$59,888,442$150,129 ▼-0.3%1,578,5040.8%Consumer StaplesBKBank of New York Mellon$49,120,225$3,164,888 ▼-6.1%539,1310.7%FinanceCMCSAComcast$44,380,5150.0%1,243,5000.6%Consumer DiscretionaryUNHUnitedHealth Group$40,244,130$40,244,130 ▲New Holding129,0000.5%MedicalCSCOCisco Systems$26,787,618$3,941,755 ▼-12.8%386,1000.4%Computer and TechnologyORCLOracle$23,137,176$1,167,047 ▼-4.8%105,8280.3%Computer and TechnologyEMBCEmbecta$22,998,110$155,709 ▲0.7%2,373,3860.3%MedicalDVNDevon Energy$20,435,030$125,172 ▼-0.6%642,4090.3%EnergyUHALU-Haul$20,151,824$164,723 ▼-0.8%332,7580.3%TransportationMASMasco$16,618,138$545,773 ▼-3.2%258,2060.2%ConstructionULUnilever$14,646,545$671,096 ▼-4.4%239,4400.2%Consumer StaplesWFCWells Fargo & Company$12,154,765$610,194 ▼-4.8%151,7070.2%FinanceEAFGrafTech International$10,529,549$123,997 ▲1.2%10,826,1860.1%IndustrialsBRK.ABerkshire Hathaway$9,474,400$728,800 ▼-7.1%130.1%FinanceMAMastercard$6,557,840$303,448 ▲4.9%11,6700.1%Business ServicesBKNGBooking$6,455,003$156,309 ▼-2.4%1,1150.1%Retail/WholesaleHSYHershey$6,347,587$1,954,891 ▲44.5%38,2500.1%Consumer StaplesMSCIMSCI$6,286,466$2,185,845 ▲53.3%10,9000.1%FinanceMCOMoody's$6,232,256$2,385,061 ▲62.0%12,4250.1%FinanceGSThe Goldman Sachs Group$6,157,425$122,441 ▼-1.9%8,7000.1%FinanceCLXClorox$5,428,365$1,472,058 ▲37.2%45,2100.1%Consumer StaplesAONAON$4,607,555$444,166 ▲10.7%12,9150.1%FinanceVZVerizon Communications$2,206,770$43,270 ▼-1.9%51,0000.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,164,329$431,877 ▼-16.6%3,5030.0%FinanceTDYTeledyne Technologies$1,793,085$512,310 ▼-22.2%3,5000.0%AerospaceXOMExxon Mobil$1,767,9200.0%16,4000.0%EnergyLEGHLegacy Housing$1,359,600$203,940 ▲17.6%60,0000.0%FinancePMPhilip Morris International$1,220,271$109,460 ▼-8.2%6,7000.0%Consumer StaplesNTRSNorthern Trust$1,204,5050.0%9,5000.0%FinanceAMPYAmplify Energy$768,000$160,000 ▲26.3%240,0000.0%EnergyCRMTAmerica's Car-Mart$616,440$112,080 ▼-15.4%11,0000.0%Retail/WholesaleRDIReading International$515,9000.0%385,0000.0%Consumer DiscretionaryCATOCato$296,3000.0%105,4450.0%Retail/WholesaleMOAltria Group$287,2870.0%4,9000.0%Consumer StaplesNWSNews$279,2830.0%8,1400.0%Consumer DiscretionaryVVisa$259,8970.0%7320.0%Business ServicesAMRKA-Mark Precious Metals$0$228,330 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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