13F filing recap · Q1 2026
What did Yacktman Asset Management buy in Q1 2026?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every Yacktman-managed account, including accounts that belong to no fund below.
Stock value
$7.50B
Positions
76
Estimated turnover
7.2%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Yacktman Asset Management opened new positions in PayPal Holdings, Factset Research Systems, Avantor, Bellring Brands, and Intuit, while exiting Warner Bros. Discovery entirely. The firm also trimmed Canadian Natural Resources and an Ishares fund, and added to Microsoft, U-Haul Holding, and several other existing holdings. Notable increases included Embecta Corp., SPDR Series Trust, Legacy Housing Corporation, and Fair Isaac Corp., while Cisco Systems, SPDR S&P 500 ETF Trust, and Verizon Communications were reduced.