Filer Name: YACKTMAN ASSET MANAGEMENT LP
CIK: 905567
Period: 2024-12-31
Filed At: 2025-01-29
Number of Holdings: 71
Portfolio Value: $8.55B

Yacktman Asset Management Lp Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
CNQ US CANADIAN NATURAL RESOURCES 28,933,385 $893M 10.44% -0.3% -
MSFT US MICROSOFT CORP 1,217,007 $513M 6.00% -2.5% -
UHAL/B US U-HAUL HOLDING CO-NON VOTING 6,182,747 $396M 4.63% -2.0% -
PG US PROCTER & GAMBLE CO/THE 2,159,025 $362M 4.23% -1.1% -
SCHW US SCHWAB (CHARLES) CORP 4,874,070 $361M 4.22% -9.8% -
FOX US FOX CORP - CLASS B 7,201,888 $329M 3.85% -10.0% -
GOOG US ALPHABET INC-CL C 1,695,167 $323M 3.77% -20.4% -
PEP US PEPSICO INC 2,102,672 $320M 3.74% -3.0% -
CTSH US COGNIZANT TECH SOLUTIONS-A 4,060,519 $312M 3.65% -12.0% -
NWSA US NEWS CORP - CLASS A 9,265,000 $255M 2.98% -23.7% -
STT US STATE STREET CORP 2,427,928 $238M 2.79% -18.2% -
RS US RELIANCE INC 857,097 $231M 2.70% -4.5% -
INGR US INGREDION INC 1,654,909 $228M 2.66% -10.3% -
FANG US DIAMONDBACK ENERGY INC 1,388,434 $227M 2.66% 9.3% -
EOG US EOG RESOURCES INC 1,807,065 $222M 2.59% 10.3% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 471,805 $214M 2.50% -19.1% -
JNJ US JOHNSON & JOHNSON 1,386,756 $201M 2.34% -1.9% -
COP US CONOCOPHILLIPS 1,883,942 $187M 2.18% 11.9% -
KVUE US KENVUE INC 8,306,672 $177M 2.07% -0.9% -
DIS US WALT DISNEY CO/THE 1,507,524 $168M 1.96% -2.1% -
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