Yacktman Asset Management LP (Donald Yacktman) reported 74 equity positions with a combined reported value of $8.09B in its Q2 2026 Form 13F filing. The ten largest of those positions account for 48.2%of the filing’s reported value.
| # | Security | CUSIP | Class | Reported value | Shares | Weight |
|---|---|---|---|---|---|---|
| 1 | Canadian Natural Resources Limited | 136385101 | COM | $650.3M | 16.46M | 8.04% |
| 2 | Berkshire Hathaway Inc. | 084670702 | CL B NEW | $581.2M | 1.16M | 7.19% |
| 3 | Alphabet Inc. | 02079K107 | CAP STK CL C | $399.0M | 1.13M | 4.93% |
| 4 | Charles Schwab Corp | 808513105 | COM | $378.5M | 4.10M | 4.68% |
| 5 | Microsoft Corporation | 594918104 | COM | $376.5M | 1.01M | 4.65% |
| 6 | U-Haul Holding Company | 023586506 | COM SER N | $357.6M | 6.20M | 4.42% |
| 7 | Johnson & Johnson | 478160104 | COM | $320.0M | 1.26M | 3.96% |
| 8 | Procter & Gamble Company | 742718109 | COM | $287.9M | 1.96M | 3.56% |
| 9 | PepsiCo, Inc. | 713448108 | COM | $280.7M | 2.07M | 3.47% |
| 10 | Fox Corporation | 35137L204 | CL B COM | $264.6M | 5.65M | 3.27% |
The full 74-position filing, quarter-over-quarter position changes, concentration analysis and cross-fund security search are in the Fund Tracker dashboard.
Open Fund TrackerRock Group holds Yacktman Asset Management LP (Donald Yacktman)’s 13F filings for Q2 2026, Q1 2026, Q4 2025, Q3 2025, Q2 2025, Q1 2025, Q4 2024, Q3 2024, Q2 2024. Period-over-period comparison — positions added, exited and resized — is available in the dashboard.
Browse all 13F filers on file, or read the Fund Tracker documentation for what Form 13F does and does not disclose.