YACKTMAN ASSET MANAGEMENT LP
Top Portfolio Positions
70 positions ·
$6,469,944,317 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CNQ |
CANADIAN NATURAL RESOURCES Ltd
Energy
|
16,541,598 | $806,072,070 | 12.46% | |
| MSFT |
Microsoft Corp
Technology
|
992,916 | $367,547,715 | 5.68% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
3,904,856 | $366,978,366 | 5.67% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
2,027,967 | $314,922,995 | 4.87% | |
| JNJ |
Johnson & Johnson
Healthcare
|
1,249,409 | $305,405,535 | 4.72% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
1,931,131 | $278,932,561 | 4.31% | |
| RS |
Reliance, Inc.
Basic Materials
|
693,126 | $210,654,853 | 3.26% | |
| COP |
Conocophillips
Energy
|
1,581,521 | $208,760,772 | 3.23% | |
| FANG |
Diamondback Energy, Inc.
Energy
|
1,003,970 | $198,575,226 | 3.07% | |
| CTSH |
Cognizant Technology Solutions Corp
Technology
|
3,008,138 | $184,549,266 | 2.85% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EBAY
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $139,187,237 | 1,529,194 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $133,465,943 | 1,532,330 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $143,431,606 | 1,577,038 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $151,725,876 | 2,037,683 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $146,118,534 | 2,157,368 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $153,714,118 | 2,481,261 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $176,935,383 | 2,717,484 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $157,740,345 | 2,936,343 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $155,802,970 | 2,951,932 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $127,489,482 | 2,922,730 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $130,029,787 | 2,949,190 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $129,162,278 | 2,890,183 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $127,730,758 | 2,878,764 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $112,572,720 | 2,714,558 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $66,296,650 | 1,801,050 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $74,547,213 | 1,788,990 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $97,288,461 | 1,699,065 | Shares | Sole | 2022-05-02 | |
| No 13F history on record for this holder in this stock. | ||||||