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YACKTMAN ASSET MANAGEMENT LP

Q4 2025 13F Holdings

  • Location
    austin, TX
  • Num holdings

    72

  • Value ($000)

    $7,143,813

  • Date Filed
    02/03/2026
  • Form type
    13F-HR
  • CIK
    0000905567
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CRC

Canadian Natural Resources Limited

COM
136385101
$635.55M
9 %

18,775,420

M
MSFT

Microsoft Corporation

COM
594918104
$466.13M
7 %

963,825

S
SCHW

The Charles Schwab Corporation

COM
808513105
$393.3M
6 %

3,936,540

F
FOX

Fox Corporation

CL B COM
35137L204
$361.65M
5 %

5,569,791

G
GOOG

Alphabet Inc.

CAP STK CL C
02079K107
$354.53M
5 %

1,129,807

P
PEP

PepsiCo, Inc.

COM
713448108
$291.15M
4 %

2,028,631

P
PG

The Procter & Gamble Company

COM
742718109
$274.92M
4 %

1,918,353

U
UHAL/B

U-Haul Holding Company

COM SER N
023586506
$270.5M
4 %

5,787,394

J
JNJ

Johnson & Johnson

COM
478160104
$259.24M
4 %

1,252,646

C
CTSH

Cognizant Technology Solutions Corporation

CL A
192446102
$247.62M
4 %

2,983,431

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