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SEC filer: YACKTMAN ASSET MANAGEMENT LP · quarter ending 2026-06-30 · filed 2026-08-11 · $8.09B across 71 reported positions
| BRK-B | NEW POSITION | 0 → 1,161,530 sh | $581.2M |
| GOOGL | NEW POSITION | 0 → 1,129,129 sh | $399.0M |
| Fox Corporation Class A | EXITED | 6,754,892 → 0 sh | $365.0M |
| Fox Corporation | NEW POSITION | 0 → 6,834,917 sh | $326.5M |
| Alphabet Inc. Class A | EXITED | 1,126,534 → 0 sh | $323.2M |
| News Corporation | NEW POSITION | 0 → 7,563,098 sh | $187.8M |
| Cognizant Technology Solutions Corporation Class A | EXITED | 3,008,138 → 0 sh | $184.5M |
| News Corporation Class A | EXITED | 7,396,788 → 0 sh | $184.4M |
| # | Issuer | Weight | Value | Shares | Type |
|---|---|---|---|---|---|
| 1 | Canadian Natural Resources Limitedno ticker match — as filed | 8.0% | $650.3M | 16,462,508 | SHARES |
| 2 | BRK-BBerkshire Hathaway Inc. | 7.2% | $581.2M | 1,161,530 | SHARES |
| 3 | GOOGLAlphabet Inc. | 4.9% | $399.0M | 1,129,129 | SHARES |
| 4 | U-Haul Holding Companyno ticker match — as filed | 4.7% | $378.9M | 6,522,586 | SHARES |
| 5 | Charles Schwab Corpno ticker match — as filed | 4.7% | $378.5M | 4,101,552 | SHARES |
| 6 | Microsoft Corporationno ticker match — as filed | 4.7% | $376.5M | 1,009,284 | SHARES |
| 7 | Fox Corporationno ticker match — as filed | 4.0% |
| $326.5M |
| 6,834,917 |
| SHARES |
| 8 | JNJJohnson & Johnson | 4.0% | $320.0M | 1,259,977 | SHARES |
| 9 | Procter & Gamble Companyno ticker match — as filed | 3.6% | $287.9M | 1,963,488 | SHARES |
| 10 | PEPPepsiCo, Inc. | 3.5% | $280.7M | 2,072,843 | SHARES |
| 11 | RSReliance, Inc. | 3.2% | $261.0M | 698,566 | SHARES |
| 12 | News Corporationno ticker match — as filed | 2.3% | $187.8M | 7,563,098 | SHARES |
| 13 | FANGDiamondback Energy, Inc. | 2.2% | $178.3M | 1,014,114 | SHARES |
| 14 | Coca-Cola Companyno ticker match — as filed | 2.1% | $172.9M | 2,127,657 | SHARES |
| 15 | COPConocoPhillips | 2.1% | $167.0M | 1,606,025 | SHARES |
| 16 | EOGEOG Resources, Inc. | 2.0% | $161.3M | 1,243,536 | SHARES |
| 17 | State Street Corporationno ticker match — as filed | 1.9% | $156.0M | 919,740 | SHARES |
| 18 | KVUEKenvue, Inc. | 1.9% | $153.9M | 8,051,004 | SHARES |
| 19 | TSNTyson Foods, Inc. | 1.8% | $147.6M | 2,578,970 | SHARES |
| 20 | EBAYeBay Inc. | 1.7% | $141.1M | 1,262,742 | SHARES |
| 21 | Ingredion Incorporatedno ticker match — as filed | 1.7% | $139.4M | 1,471,409 | SHARES |
| 22 | TLNTalen Energy Corp | 1.7% | $138.3M | 359,800 | SHARES |
| 23 | Walt Disney Companyno ticker match — as filed | 1.6% | $132.4M | 1,375,972 | SHARES |
| 24 | ELVElevance Health, Inc. | 1.6% | $131.5M | 339,985 | SHARES |
| 25 | INTUIntuit Inc. | 1.6% | $128.2M | 491,278 | SHARES |
Values as reported in the filing's information table; duplicate issuer lines (share classes/lots) aggregated. 13Fs disclose long US positions only — shorts, futures, and most foreign holdings are invisible here. Educational only — not investment advice, and a quarter old by design.