小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 63 项
建仓 2
增持 5
减持 53
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
GOOG
Alphabet Inc.
-$291.6M
2,129,249
-40%
减持
MSFT
Microsoft Corp.
-$147.9M
1,248,427
-19%
清仓
—
Kellanova
-$123.5M
0
-100%
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
CNQ
Canadian Natural Resources Ltd
-$85.3M
29,006,951
-2%
减持
SCHW
Charles Schwab Corp
-$85.0M
5,404,281
-9%
建仓
TLN
Talen Energy Corp
+$79.3M
444,900
减持
NWSA
News Corp Cl A
-$76.7M
12,150,358
-16%
减持
FANG
Diamondback Energy Inc
-$66.6M
1,269,831
-11%
减持
DVN
Devon Energy Corp
-$63.9M
2,386,900
-28%
增持
KVUE
Kenvue Inc
+$45.7M
8,381,404
+3%
减持
WFC
Wells Fargo & Co
-$44.8M
1,839,797
-27%
减持
PEP
PEPSICO INC
-$42.0M
2,166,715
-13%
减持
LMT
Lockheed Martin Corp.
+$38.3M
330,318
-0%
减持
NOC
Northrop Grumman Corp
+$32.7M
371,760
-1%
减持
CL
Colgate-Palmolive
-$31.4M
806,900
-32%
减持
FOX
Fox Corp B
+$30.7M
7,998,680
-8%
减持
UHAL/B
U-Haul Holding Company Class B
+$30.7M
6,312,011
-11%
减持
COP
ConocoPhillips
-$30.2M
1,684,232
-7%
减持
PG
Procter & Gamble
-$25.4M
2,182,456
-11%
减持
STT
State Street Corp
+$24.0M
2,967,829
-8%
减持
EOG
EOG Resources Inc
-$23.6M
1,638,342
-8%
减持
ELV
Elevance Health, Inc.
-$23.1M
343,138
-8%
减持
RS
Reliance, Inc.
-$23.0M
897,949
-9%
减持
CTSH
Cognizant Technology Solutions
+$22.6M
4,615,785
-6%
减持
FOXA
Fox Corp A
+$20.0M
2,575,841
-1%
减持
EBAY
Ebay Inc.
+$19.2M
2,717,484
-7%
减持
—
Exxon Mobil Corp.
-$15.8M
24,400
-85%
减持
ORCL
Oracle Corporation
-$14.5M
646,955
-27%
减持
DIS
Walt Disney Company
-$14.2M
1,540,171
-6%
减持
BNY
BNY Mellon Corp.
-$11.2M
2,747,378
-21%
减持
BRK/B
Berkshire Hathaway B
-$10.7M
583,195
-15%
减持
OLN
Olin Corp
-$10.5M
3,919,957
-7%
减持
DAR
Darling Ingredients Inc.
-$9.5M
1,605,869
-15%
减持
JNJ
Johnson & Johnson
+$8.8M
1,413,400
-6%
减持
GS
Goldman Sachs Grp
-$8.1M
127,447
-19%
减持
GLW
Corning Inc.
+$6.9M
1,170,000
-1%
减持
LHX
L3Harris Technologies
+$6.9M
640,696
-1%
减持
CSCO
Cisco Systems Inc.
+$6.0M
1,206,914
-1%
减持
AWI
Armstrong World Industries
+$6.0M
993,588
-10%
减持
TSN
Tyson Foods Inc
-$5.8M
2,831,480
-7%
清仓
FHB
First Hawaiian Inc.
-$5.7M
0
-100%
减持
INGR
Ingredion Inc
+$5.3M
1,844,704
-15%
减持
BKNG
Booking Hldgs Inc. Com
-$5.1M
34,975
-9%
减持
UHAL
U-Haul Holding Company
+$4.8M
435,032
-7%
减持
MAS
Masco Corporation
-$4.5M
310,455
-32%
清仓
MU
Micron Technology Inc
-$3.9M
0
-100%
减持
CMCSA
Comcast Cl A
-$3.3M
1,253,500
-12%
减持
TDY
Teledyne Technologies Inc Com
-$3.1M
7,500
-55%
减持
WBD
Warner Bros Discovery Inc
+$2.7M
7,680,765
-6%
减持
—
Graftech International LTD
+$2.2M
11,791,544
-14%
减持
KO
Coca-Cola Co.
+$2.2M
2,313,137
-10%
减持
SYY
Sysco Corporation
+$2.1M
1,371,896
-7%
减持
—
Unilever PLC ADR
+$1.9M
281,221
-6%
增持
BRK/A
Berkshire Hathaway A
+$1.8M
15
+7%
减持
LEGH
Legacy Housing Corporation
-$1.1M
70,000
-46%
增持
CLX
Clorox Company
+$871.2K
31,400
+1%
增持
SPY
Spdr S&P 500 ETF
+$702.0K
6,741
+16%
减持
NWS
News Corp CL B
-$631.7K
500,830
-3%
减持
EMBC
Embecta Corp
+$421.0K
2,525,767
-10%
增持
CRMT
America's CAR MART Inc
-$404.6K
32,000
+10%
减持
GOLD
A-Mark Precious Metals, Inc.
-$301.4K
11,500
-54%
建仓
V
VISA Inc.
+$201.3K
732
减持
RDI
Reading International, Inc.
+$64.3K
475,000
-5%
