Yacktman Asset Management LP has filed its Form 13F-HR for the period ending September 30, 2026. The filing details the institutional manager's equity holdings as of the close of the third quarter.
The report lists 75 distinct equity securities held by the firm. The largest position disclosed in the filing is Alphabet Inc., Class C shares, for which the firm reported holding 3,851,350 shares. Berkshire Hathaway Inc., Class B New, is the second-largest holding, with 1,171,687 shares listed.
The portfolio includes a mix of large-cap technology, consumer goods, and energy companies. Notable holdings include Microsoft Corporation (Class A), with 1,012,529 shares; Apple Inc. (Class A), with 1,113,290 shares; and Visa Inc. (Class A), with 958 shares. The consumer sector is represented by Procter & Gamble Company, with 1,977,465 shares, and PepsiCo, Inc., with 2,097,084 shares.
Energy stocks such as Devon Energy Corporation, Diamondback Energy, Inc., and ConocoPhillips are also listed in the portfolio. Additionally, the filing includes positions in financial services companies like JPMorgan Chase & Co., Goldman Sachs Group, Inc., and Mastercard Incorporated.
The filing was submitted by Krista Infante, the Chief Compliance Officer for Yacktman Asset Management, and was dated November 2, 2026.
