Yacktman Asset Management

History Stock Activity ▼ Share change % change to portfolio
Q1  2026
≡ LEGH - Legacy Housing Corp. Add 301.69% 530,000 0.14
≡ FICO - Fair Isaac Corp. Add 124.38% 3,413 0.05
≡ EMBC - Embecta Corp Add 62.26% 1,408,962 0.16
≡ BIL - SPDR Bloomberg 1 3 Month T B Add 26.34% 44,222 0.05
≡ CRMT - America's Car Mart Inc. Add 25.81% 40,000 0.01
≡ TDY - Teledyne Technologies Add 19.05% 400 0.00
≡ CPRT - Copart Inc. Add 10.06% 10,075 0.00
≡ EAF - GrafTech International Ltd. Add 6.90% 68,911 0.01
≡ DVN - Devon Energy Corp. Add 6.14% 26,533 0.02
≡ MAS - Masco Corp. Add 4.65% 10,871 0.01
≡ UHAL.B - U Haul Holding Co Non Voting Add 4.51% 260,937 0.16
≡ OLN - Olin Corp. Add 4.33% 169,893 0.07
≡ MSFT - Microsoft Corp. Add 3.02% 29,091 0.14
≡ EOG - EOG Resources Add 2.93% 34,824 0.07
≡ GS - Goldman Sachs Group Add 2.21% 110 0.00
≡ UL - Unilever PLC Add 2.20% 4,310 0.00
≡ COP - ConocoPhillips Add 2.04% 31,618 0.06
≡ ELV - Elevance Health Inc. Add 1.69% 5,559 0.02
≡ INGR - Ingredion Inc. Add 1.17% 16,604 0.02
≡ DAR - Darling Ingredients Inc. Add 1.04% 14,451 0.01
≡ DIS - Walt Disney Co. Add 1.02% 13,620 0.02
≡ TSN - Tyson Foods Add 1.02% 25,490 0.02
≡ KVUE - Kenvue Inc Add 0.95% 74,963 0.02
≡ SYY - Sysco Corp. Add 0.92% 11,267 0.01
≡ CTSH - Cognizant Technology Solutions Add 0.83% 24,707 0.02
≡ NWSA - News Corp. Add 0.81% 59,420 0.02
≡ FANG - Diamondback Energy Inc. Add 0.74% 7,351 0.02
≡ PG - Procter & Gamble Add 0.67% 12,778 0.02
≡ BRK.B - Berkshire Hathaway CL B Add 0.62% 1,948 0.01
≡ UNH - United Health Group Inc. Add 0.54% 910 0.00
≡ CMCSA - Comcast Corp. Add 0.52% 6,000 0.00
≡ MRSH - Marsh Add 0.52% 100 0.00
≡ CL - Colgate-Palmolive Add 0.27% 2,100 0.00
≡ RS - Reliance Steel & Aluminum Add 0.22% 1,500 0.01
≡ NOC - Northrop Grumman Corp. Add 0.12% 236 0.00
≡ AWI - Armstrong World Industries Inc. Add 0.03% 195 0.00
≡ PYPL - PayPal Holdings Inc. Buy 2,290,642 1.38
≡ FDS - FactSet Research Systems Buy 225,874 0.65
≡ AVTR - Avantor Inc. Buy 4,745,000 0.50
≡ BRBR - BellRing Brands Inc. CL A Buy 1,498,000 0.32
≡ INTU - Intuit Inc. Buy 7,375 0.04
≡ PEP - PepsiCo Inc. Reduce 0.03% 664 0.00
≡ TLN - Talen Energy Corp Reduce 0.03% 100 0.00
≡ FOX - Fox Corporation CL B Reduce 0.06% 3,273 0.00
≡ LHX - L3Harris Technologies Inc. Reduce 0.09% 352 0.00
≡ MCO - Moody's Corp. Reduce 0.16% 20 0.00
≡ EBAY - eBay Inc. Reduce 0.20% 3,136 0.00
≡ JNJ - Johnson & Johnson Reduce 0.26% 3,237 0.01
≡ GOOG - Alphabet Inc. CL C Reduce 0.29% 3,273 0.01
≡ LMT - Lockheed Martin Corp. Reduce 0.39% 845 0.01
≡ KO - Coca Cola Co. Reduce 0.47% 9,889 0.01
≡ STT - State Street Corp. Reduce 0.48% 4,364 0.01
≡ UHAL - U-Haul Holding Co. Reduce 0.58% 1,907 0.00
≡ SCHW - Charles Schwab Corp. Reduce 0.80% 31,684 0.04
≡ FOXA - Fox Corporation Reduce 1.14% 13,689 0.01
≡ WFC - Wells Fargo Reduce 1.84% 1,882 0.00
≡ BK - Bank of New York Mellon Corp. Reduce 2.20% 8,038 0.01
≡ VRSK - Verisk Analytics Inc. Reduce 4.43% 685 0.00
≡ PM - Philip Morris Intl. Reduce 6.35% 400 0.00
≡ AMPY - Amplify Energy Corp. Reduce 8.70% 20,000 0.00
≡ CNQ - Canadian Natural Resources Reduce 11.90% 2,233,822 1.45
≡ EWY - iShares MSCI South Korea ETF Reduce 14.33% 164,006 0.27
≡ GOLD - Gold.com Reduce 28.57% 2,000 0.00
≡ CSCO - Cisco Systems Reduce 38.18% 130,058 0.14
≡ VZ - Verizon Communications Reduce 50.00% 20,000 0.01
≡ SPY - SPDR S&P 500 ETF Trust Reduce 88.26% 28,323 0.23
≡ WBD - Warner Bros. Discovery Inc. Sell 100.00% 1,782,860 0.72
Q4  2025
≡ SPY - SPDR S&P 500 ETF Trust Add 618.40% 27,624 0.27
≡ LEGH - Legacy Housing Corp. Add 192.79% 115,675 0.03
≡ CPRT - Copart Inc. Add 33.21% 24,975 0.01
≡ VRSK - Verisk Analytics Inc. Add 17.48% 2,300 0.01
≡ CRMT - America's Car Mart Inc. Add 16.54% 22,000 0.01
≡ MRSH - Marsh Add 11.16% 1,935 0.01
≡ FICO - Fair Isaac Corp. Add 8.29% 210 0.00
≡ EMBC - Embecta Corp Add 3.25% 71,209 0.01
≡ EWY - iShares MSCI South Korea ETF Buy 1,144,611 1.56
≡ BIL - SPDR Bloomberg 1 3 Month T B Buy 167,893 0.21
≡ TLN - Talen Energy Corp Reduce 0.03% 100 0.00
≡ UHAL.B - U Haul Holding Co Non Voting Reduce 0.25% 14,226 0.01
≡ CMCSA - Comcast Corp. Reduce 0.64% 7,500 0.00
≡ CL - Colgate-Palmolive Reduce 0.83% 6,600 0.01
≡ KVUE - Kenvue Inc Reduce 1.04% 82,466 0.02
≡ UHAL - U-Haul Holding Co. Reduce 1.06% 3,498 0.00
≡ LMT - Lockheed Martin Corp. Reduce 1.11% 2,408 0.02
≡ PG - Procter & Gamble Reduce 1.21% 23,517 0.05
≡ NWSA - News Corp. Reduce 1.25% 92,809 0.03
≡ INGR - Ingredion Inc. Reduce 1.28% 18,432 0.03
≡ KO - Coca Cola Co. Reduce 1.29% 27,583 0.03
≡ OLN - Olin Corp. Reduce 1.30% 51,836 0.02
≡ RS - Reliance Steel & Aluminum Reduce 1.50% 10,564 0.04
≡ PEP - PepsiCo Inc. Reduce 1.54% 31,682 0.06
≡ ELV - Elevance Health Inc. Reduce 1.68% 5,617 0.03
≡ DIS - Walt Disney Co. Reduce 1.76% 23,932 0.04
≡ FANG - Diamondback Energy Inc. Reduce 1.76% 17,849 0.04
≡ NOC - Northrop Grumman Corp. Reduce 1.97% 3,903 0.03
≡ LHX - L3Harris Technologies Inc. Reduce 2.05% 8,553 0.04
≡ BRK.B - Berkshire Hathaway CL B Reduce 2.29% 7,323 0.05
≡ AWI - Armstrong World Industries Inc. Reduce 2.31% 17,543 0.05
≡ TSN - Tyson Foods Reduce 2.32% 59,155 0.05
≡ SYY - Sysco Corp. Reduce 2.33% 29,151 0.03