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 UHAL
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,546,130 | 325,369 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $16,497,983 | 327,276 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $18,877,272 | 330,774 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $20,151,824 | 332,758 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $21,926,842 | 335,478 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $25,705,970 | 372,065 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $33,706,279 | 435,032 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $28,914,578 | 468,404 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $31,870,977 | 471,883 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $39,376,556 | 548,420 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $36,768,010 | 673,777 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $39,532,446 | 714,614 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $42,875,465 | 718,784 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $45,539,573 | 756,597 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $37,379,650 | 734,057 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $35,078,074 | 733,498 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $42,482,966 | 711,679 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $32,597,341 | 448,857 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $28,743,618 | 444,927 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $26,385,846 | 447,673 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $15,567,452 | 254,121 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $11,172,954 | 246,122 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $9,080,017 | 255,071 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $6,274,008 | 207,618 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $6,437,338 | 221,557 | Shares | Sole | 2020-05-04 | |
| No 13F history on record for this holder in this stock. | ||||||