Not yet filed. No Q3 2026 Form 13F from Yacktman Asset Management has been detected on SEC EDGAR yet. The deadline for the quarter ended Sep 30, 2026 is Monday, Nov 16, 2026.
From the fund's 2026 Q2 Form 13F (filed Aug 11, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| CNQ · CANADIAN NATURAL RESOURCES Ltd | 16,462,508 | 8.04% |
| BRK.B · BERKSHIRE HATHAWAY INC | 1,161,530 | 7.19% |
| GOOG · Alphabet Inc. | 1,129,129 | 4.93% |
| SCHW · SCHWAB CHARLES CORP | 4,101,552 | 4.68% |
| MSFT · MICROSOFT CORP | 1,009,284 | 4.65% |
| UHAL · U-Haul Holding Co /NV/ | 6,197,210 | 4.42% |
| JNJ · JOHNSON & JOHNSON | 1,259,977 | 3.96% |
| PG · PROCTER & GAMBLE Co | 1,963,488 | 3.56% |
| PEP · PEPSICO INC | 2,072,843 | 3.47% |
| FOX · Fox Corp | 5,649,828 | 3.27% |
Largest increase 2026 Q1 → 2026 Q2: INTU (+6561.4% of shares). New position in 2026 Q2: BR (1.49% of the portfolio). Largest trim 2026 Q1 → 2026 Q2: BNY (-82.0% of shares). Exited in 2026 Q2: CSCO, MRSH, GOLD.
Full record: Yacktman Asset Management fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
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