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Yacktman Asset Management

by Stephen Yacktman, CIO since 2006 asset manager

Legal name
Yacktman Asset Management LP
On record since?
Q2 2013
Filings read
53
Style
Value
Website
yacktman.com
View more
CIK
0000905567
Read since
Aug 22, 2026

Q2 2026 · filed Aug 11, 2026 · $8.1B US stock · 74 positions · Focused · Low turnover · Top: CNQ 8.0% · BRK.B 7.2% · GOOG 4.9%

Read the filing →

Streakslongest held · 53 quarters on record

  1. BRK.B BERKSHIRE HATHAWAY Class B 7.2%53+ quarters
  2. MSFT Microsoft Corp 4.7%53+ quarters
  3. JNJ Johnson & Johnson 4.0%53+ quarters
  4. PG Procter & Gamble Company 3.6%53+ quarters
  5. PEP PepsiCo, Inc. 3.5%53+ quarters

16 names have been in this book every quarter on record (53). New in this book this quarter: BR.

Over time53 quarters, Q2 2013 to Q2 2026

US stock$8.1B Q2 2026

Positions74 Q2 2026

Picture100.0% Q2 2026

Turnover9%/yr Q2 2026

Filings53

  1. Q2 2026 filed Aug 11, 26 $8.1B · 74 positions  · 1 new · 3 exited full · Focused 1 new · 3 exited
  2. Q1 2026 filed May 1, 26 $7.5B · 76 positions  · 5 new · 1 exited full · Focused 5 new · 1 exited
  3. Q4 2025 filed Feb 3, 26 $7.1B · 72 positions  · 3 new · 1 exited full · Focused 3 new · 1 exited
  4. Q3 2025 filed Nov 4, 25 $7.3B · 70 positions  · 5 new · 5 exited full · Focused 5 new · 5 exited
  5. Q2 2025 filed Aug 6, 25 $7.4B · 70 positions  · 1 new · 1 exited full · Focused 1 new · 1 exited
  6. Q1 2025 filed Apr 30, 25 $7.6B · 70 positions  · 0 new · 1 exited full · Focused 0 new · 1 exited
  7. Q4 2024 filed Jan 29, 25 $8.6B · 71 positions  · 0 new · 0 exited full · Focused 0 new · 0 exited
  8. Q3 2024 filed Oct 30, 24 $9.7B · 71 positions  · 2 new · 3 exited full · Focused 2 new · 3 exited
  9. Q2 2024 filed Aug 2, 24 $10.7B · 72 positions  · 1 new · 2 exited full · Focused 1 new · 2 exited
  10. Q1 2024 filed May 2, 24 $11.1B · 73 positions  · 5 new · 2 exited full · Focused 5 new · 2 exited
  11. Q4 2023 filed Feb 2, 24 $10.8B · 70 positions  · 0 new · 0 exited full · Focused 0 new · 0 exited
  12. Q3 2023 filed Nov 1, 23 $10.1B · 70 positions  · 5 new · 2 exited full · Focused 5 new · 2 exited
  13. Q2 2023 filed Aug 8, 23 $10.5B · 67 positions  · 1 new · 2 exited full · Focused 1 new · 2 exited
  14. Q1 2023 filed May 8, 23 $10.1B · 68 positions  · 1 new · 1 exited full · Focused 1 new · 1 exited
  15. Q4 2022 filed Jan 26, 23 $10.0B · 68 positions  · 2 new · 1 exited full · Focused 2 new · 1 exited
  16. Q3 2022 filed Nov 7, 22 $9.2B · 67 positions  · 4 new · 2 exited full · Focused 4 new · 2 exited
  17. Q2 2022 filed Aug 4, 22 $9.6B · 65 positions  · 4 new · 3 exited full · Focused 4 new · 3 exited
  18. Q1 2022 filed May 2, 22 $11.2B · 64 positions  · 1 new · 1 exited full · Focused 1 new · 1 exited
  19. Q4 2021 filed Feb 2, 22 $11.2B · 64 positions  · 3 new · 1 exited full · Focused 3 new · 1 exited
  20. Q3 2021 filed Nov 1, 21 $10.4B · 62 positions  · 0 new · 2 exited full · Focused 0 new · 2 exited
  21. Q2 2021 filed Aug 3, 21 $10.3B · 64 positions  · 1 new · 3 exited full · Focused 1 new · 3 exited
  22. Q1 2021 filed May 4, 21 $9.6B · 66 positions  · 7 new · 2 exited full · Focused 7 new · 2 exited
  23. Q4 2020 filed Dec 31, 20 $8.1B · 61 positions  · 3 new · 2 exited full · Focused 3 new · 2 exited
  24. Q3 2020 filed Oct 30, 20 $6.7B · 60 positions  · 1 new · 1 exited full · Focused 1 new · 1 exited
  25. Q2 2020 filed Aug 6, 20 $6.3B · 60 positions  · 4 new · 1 exited full · Focused 4 new · 1 exited
  26. Q1 2020 filed May 4, 20 $6.0B · 57 positions  · 11 new · 2 exited full · Focused 11 new · 2 exited
  27. Q4 2019 filed Feb 4, 20 $7.9B · 48 positions  · 0 new · 0 exited full · Focused 0 new · 0 exited
  28. Q3 2019 filed Nov 5, 19 $8.1B · 48 positions  · 2 new · 0 exited full · Concentrated 2 new · 0 exited
  29. Q2 2019 filed Aug 2, 19 $8.3B · 46 positions  · 3 new · 1 exited full · Concentrated 3 new · 1 exited
  30. Q1 2019 filed May 2, 19 $8.1B · 44 positions  · 5 new · 4 exited full · Concentrated 5 new · 4 exited
  31. Q4 2018 filed Feb 4, 19 $7.8B · 43 positions  · 1 new · 1 exited full · Concentrated 1 new · 1 exited
  32. Q3 2018 filed Nov 8, 18 $8.3B · 43 positions  · 4 new · 0 exited full · Concentrated 4 new · 0 exited
  33. Q2 2018 filed Aug 3, 18 $8.0B · 39 positions  · 1 new · 7 exited full · Concentrated 1 new · 7 exited
  34. Q1 2018 filed May 9, 18 $9.7B · 45 positions  · 1 new · 0 exited full · Concentrated 1 new · 0 exited
  35. Q4 2017 filed Feb 2, 18 $10.4B · 44 positions  · 2 new · 4 exited full · Concentrated 2 new · 4 exited
  36. Q3 2017 filed Nov 3, 17 $10.3B · 46 positions  · 3 new · 1 exited full · Concentrated 3 new · 1 exited
  37. Q2 2017 filed Aug 3, 17 $10.3B · 44 positions  · 4 new · 2 exited full · Concentrated 4 new · 2 exited
  38. Q1 2017 filed May 2, 17 $10.7B · 42 positions  · 1 new · 3 exited full · Concentrated 1 new · 3 exited
  39. Q4 2016 filed Jan 30, 17 $11.0B · 44 positions  · 1 new · 3 exited full · Concentrated 1 new · 3 exited
  40. Q3 2016 filed Nov 1, 16 $11.5B · 46 positions  · 1 new · 0 exited full · Concentrated 1 new · 0 exited
  41. Q2 2016 filed Aug 1, 16 $12.1B · 45 positions  · 0 new · 0 exited full · Concentrated 0 new · 0 exited
  42. Q1 2016 filed May 6, 16 $12.8B · 45 positions  · 0 new · 1 exited full · Concentrated 0 new · 1 exited
  43. Q4 2015 filed Feb 4, 16 $13.2B · 46 positions  · 4 new · 5 exited full · Concentrated 4 new · 5 exited
  44. Q3 2015 filed Nov 6, 15 $15.2B · 47 positions  · 2 new · 2 exited full · Concentrated 2 new · 2 exited
  45. Q2 2015 filed Aug 7, 15 $18.7B · 47 positions  · 0 new · 3 exited full · Concentrated 0 new · 3 exited
  46. Q1 2015 filed Apr 30, 15 $21.7B · 50 positions  · 2 new · 3 exited full · Concentrated 2 new · 3 exited
  47. Q4 2014 filed Feb 2, 15 $24.1B · 51 positions  · 3 new · 3 exited full · Concentrated 3 new · 3 exited
  48. Q3 2014 filed Nov 4, 14 $24.0B · 51 positions  · 6 new · 2 exited full · Concentrated 6 new · 2 exited
  49. Q2 2014 filed Aug 4, 14 $24.6B · 47 positions  · 2 new · 2 exited full · Concentrated 2 new · 2 exited
  50. Q1 2014 filed May 6, 14 $24.0B · 47 positions  · 0 new · 4 exited full · Concentrated 0 new · 4 exited
  51. Q4 2013 filed Feb 12, 14 $24.4B · 51 positions  · 1 new · 3 exited full · Concentrated 1 new · 3 exited
  52. Q3 2013 filed Nov 1, 13 $22.4B · 53 positions  · 4 new · 2 exited full · Concentrated 4 new · 2 exited
  53. Q2 2013 filed Jul 26, 13 $21.2B · 51 positions  · 0 new · 0 exited full · Concentrated 0 new · 0 exited

People4

  • Stephen Yacktman · CIO · 2006–Joined 1993, co-manager since 2002, co-CIO from 2006, CIO and portfolio manager today. Source: yacktman.com/team/stephen-yacktman
  • Jason Subotky · portfolio manager · 2009–Joined 2001; co-manager since the end of 2009. Source: yacktman.com/team/jason-subotky, Morningstar
  • Donald Yacktman · founder · 1992–Founded the firm in April 1992. Source: yacktman.com/team/donald-yacktman, TWST
  • Donald Yacktman · portfolio manager · 1992–2016Moved to an advisory role on 2016-05-01. Source: SEC 497 filing 2016