Unveiling Yacktman's Latest Investment Moves and Portfolio Evolution

Overview of Yacktman's Q2 2026 Portfolio Adjustments

Yacktman Asset Management's second-quarter 2026 13F portfolio saw its total value rise to approximately $8.09 billion. The portfolio currently includes 74 distinct holdings, reflecting a strategy of diversification within a concentrated framework. This quarter's activity demonstrates the firm's ongoing commitment to generating alpha through disciplined investment practices.

Key Holdings and Concentration Levels

The portfolio exhibits a high level of concentration, with the top five positions accounting for nearly 29% of the total assets. These primary holdings include Canadian Natural Resources (CNQ), Berkshire Hathaway Class B (BRK-B), Alphabet Inc. Class A (GOOGL), U-Haul Holding Company (UHAL), and The Charles Schwab Corporation (SCHW). Notably, a significant 11.5% of the portfolio is held in cash, underscoring a cautious yet flexible investment approach.

Significant Portfolio Activity and Strategic Shifts

During the quarter, Yacktman initiated a new stake in Broadridge Financial Solutions and substantially increased its investment in Intuit Inc. (INTU). Furthermore, the firm boosted its positions in Berkshire Hathaway Class B, U-Haul Holding Company, The Charles Schwab Corporation, and Microsoft Corporation (MSFT). Conversely, Yacktman strategically reduced its holdings in Canadian Natural Resources and eBay Inc. (EBAY), indicating a dynamic rebalancing effort.

Yacktman's Enduring Alpha Generation Strategy

Since 1992, Yacktman has consistently delivered strong returns, outperforming market benchmarks. This success is attributed to its disciplined investment philosophy, which involves selectively increasing and decreasing stakes in both core and satellite holdings. The firm's approach emphasizes long-term value creation through meticulous stock selection and strategic portfolio management.