YACKTMAN ASSET MANAGEMENT LP
•CIK: 905567•Filing: Q4 2025
Yacktman Asset Management LP, led by the seasoned duo of Bruce K. Karsh and John A. "Jack" Templeton III, maintains a disciplined value-oriented approach, focusing on high-quality, undervalued companies with strong balance sheets. Recently, the fund has notably increased its positions in SPY and LEGH, while significantly reducing exposure to WBD and CLX, reflecting a strategic shift towards more defensive and growth-oriented holdings.
Total AUM
$7.1B
QoQ Performance
-1.6%
Positions
69
Top 10 Concentration
49.8%
Latest Filing
Q4 2025
Top Holdings Allocation
CRC
MSFT
SCHW
FOX
CRC8.9%
MSFT6.5%
SCHW5.5%
FOX5.1%
GOOG5.0%
PEP4.1%
PG3.8%
UHAL/B3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other61.4%
Technology11.9%
Financial8.1%
Consumer Staples6.1%
Healthcare4.4%
Energy3.8%
Communication2.6%
Industrial1.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑8 increased
↓49 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023