YACKTMAN ASSET MANAGEMENT LP
Top Portfolio Positions
69 positions ·
$6,319,005,422 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| CNQ |
Canadian Natural Resources Ltd
Energy
|
16,541,598 | $806,072,070 | 12.76% |
| MSFT |
Microsoft Corp
Technology
|
992,916 | $367,547,715 | 5.82% |
| SCHW |
Schwab Charles Corp
Financial Services
|
3,904,856 | $366,978,366 | 5.81% |
| PEP |
Pepsico Inc
Consumer Defensive
|
2,027,967 | $314,922,995 | 4.98% |
| JNJ |
Johnson & Johnson
Healthcare
|
1,249,409 | $305,405,535 | 4.83% |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
1,931,131 | $278,932,561 | 4.41% |
| RS |
Reliance, Inc.
Basic Materials
|
693,126 | $210,654,853 | 3.33% |
| COP |
Conocophillips
Energy
|
1,581,521 | $208,760,772 | 3.30% |
| FANG |
Diamondback Energy, Inc.
Energy
|
1,003,970 | $198,575,226 | 3.14% |
| CTSH |
Cognizant Technology Solutions Corp
Technology
|
3,008,138 | $184,549,266 | 2.92% |
Holdings in DVN
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,089,030 | 458,844 | Shares | Sole | 2026-05-01 | |
| No quarters match your search. | ||||||