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YACKTMAN ASSET MANAGEMENT LP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
YACKTMAN ASSET MANAGEMENT LP
报告期 2026-03-31 · CIK 0000905567
持仓数
76
前50大市值合计
$7.42B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 58 项
增持 11
减持 47
方向
标的
Δ市值
现股数(环比)
减持
UHAL/B
U-Haul Holding Company Class B
+$133.1M
7,398,460
-0%
减持
SCHW
Charles Schwab Corp
+$85.6M
6,316,361
-1%
减持
NWSA
News Corp Cl A
+$71.4M
16,739,790
-1%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
—
Weatherford International PLC
-$65.7M
1,384,500
-38%
减持
MSFT
Microsoft Corp.
+$55.6M
1,636,655
-8%
减持
—
Pioneer Natural Resources
-$42.2M
1,114,110
-13%
增持
KVUE
Kenvue Inc
+$40.7M
5,409,457
+43%
减持
BNY
BNY Mellon Corp.
+$34.9M
3,778,855
-0%
减持
STT
State Street Corp
+$31.8M
3,419,857
-2%
减持
AWI
Armstrong World Industries
+$29.8M
1,161,243
-1%
减持
CTSH
Cognizant Technology Solutions
+$27.8M
5,173,699
-3%
增持
SPY
Spdr S&P 500 ETF
+$24.0M
57,814
+609%
减持
LHX
L3Harris Technologies
+$23.7M
653,768
-0%
减持
INGR
Ingredion Inc
+$21.6M
2,215,434
-0%
减持
WFC
Wells Fargo & Co
+$20.9M
2,558,451
-0%
减持
PG
Procter & Gamble
-$18.1M
2,523,944
-5%
减持
RS
Reliance Steel & Aluminum Co.
+$16.2M
1,211,704
-2%
减持
OLN
Olin Corp
+$15.2M
4,261,861
-1%
减持
LMT
Lockheed Martin Corp.
+$14.3M
332,152
-0%
减持
DIS
Walt Disney Company
+$14.2M
1,648,856
-1%
减持
FOX
Fox Corp B
-$14.0M
8,597,368
-1%
减持
ELV
Elevance Health, Inc.
+$13.3M
385,821
-0%
减持
BKNG
Booking Hldgs Inc. Com
-$12.4M
46,630
-19%
增持
MAS
Masco Corporation
+$12.3M
475,183
+30%
减持
GS
Goldman Sachs Grp
+$11.7M
190,613
-0%
减持
CL
Colgate-Palmolive
+$11.0M
1,301,900
-0%
增持
EMBC
Embecta Corp
+$10.7M
2,671,237
+1%
增持
FANG
Diamondback Energy Inc
+$10.5M
1,520,447
+5%
减持
SYY
Sysco Corporation
+$10.4M
1,515,425
-0%
减持
NOC
Northrop Grumman Corp
+$10.3M
405,617
-1%
增持
—
Graftech International LTD
-$9.7M
11,922,290
+28%
增持
FHB
First Hawaiian Inc.
+$9.4M
1,936,687
+0%
减持
TSN
Tyson Foods Inc
+$8.2M
3,022,422
-1%
减持
COP
ConocoPhillips
-$7.4M
1,817,864
-0%
减持
KO
Coca-Cola Co.
+$7.2M
2,591,319
-0%
减持
GOOG
Alphabet Inc.
-$6.5M
3,808,388
-8%
减持
MU
Micron Technology Inc
+$6.5M
395,600
-1%
减持
CSCO
Cisco Systems Inc.
-$5.3M
1,365,795
-1%
减持
FOXA
Fox Corp A
-$4.4M
2,608,580
-0%
减持
WBD
Warner Bros Discovery Inc
+$4.2M
7,996,117
-0%
减持
CNQ
Canadian Natural Resources Ltd
+$3.0M
14,929,792
-1%
减持
—
Exxon Mobil Corp.
-$2.7M
145,400
-1%
减持
UHAL
U-Haul Holding Company
+$2.6M
548,420
-19%
减持
EBAY
Ebay Inc.
-$2.5M
2,922,730
-1%
减持
PEP
PepsiCo, Inc.
-$2.4M
2,536,865
-1%
减持
NWS
News Corp CL B
+$2.2M
537,527
-4%
增持
DVN
Devon Energy Corp
+$2.2M
3,253,163
+7%
减持
ORCL
Oracle Corporation
-$1.9M
1,365,198
-1%
减持
BRK/B
Berkshire Hathaway B
+$1.1M
683,980
-1%
减持
CMCSA
Comcast Cl A
-$810.3K
1,445,500
-0%
减持
LEGH
Legacy Housing Corporation
+$774.5K
150,000
-3%
增持
CRMT
America's CAR MART Inc
+$756.4K
34,000
+70%
减持
—
Unilever PLC ADR
-$641.8K
290,653
-3%
减持
JNJ
Johnson & Johnson
+$488.4K
1,516,513
-0%
减持
AMPY
Amplify Energy Corp
-$407.2K
235,000
-4%
增持
GOLD
A-Mark Precious Metals, Inc.
+$276.0K
45,000
+22%
减持
RDI
Reading International, Inc.
-$126.2K
500,000
-2%
增持
EOG
EOG Resources Inc
+$36.0K
1,789,433
+5%
