YACKTMAN ASSET MANAGEMENT LP
AUSTIN TX · SEC CIK 0000905567
$80.89亿2026Q2 申报市值
74持仓数
48.2%前十大占比 · 第一大 8.0%
1 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BRK/B 加仓+$4.24亿
INTU 加仓+$1.26亿
BR 新建仓+$1.20亿
BRBR 加仓+$4,871.91万
SCHW 加仓+$1,814.91万
2026Q2 卖出最多 按季末市值估算
EWY 减仓-$8,541.78万
BNY 减仓-$4,241.38万
EBAY 减仓-$2,977.60万
CSCO 清仓-$1,633.89万
MRSH 清仓-$336.15万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CNQ | Canadian Natural Resources Limited | $6.50亿 | 8.04% | 16,462,508 | -79,090 | -0.5% | -$312.41万 | 减仓 |
| BRK/B | Berkshire Hathaway Inc. | $5.81亿 | 7.19% | 1,161,530 | 846,549 | 268.8% | $4.24亿 | 加仓 |
| GOOG | Alphabet Inc. | $3.99亿 | 4.93% | 1,129,129 | 2,595 | 0.2% | $91.69万 | 加仓 |
| SCHW | Charles Schwab Corp | $3.78亿 | 4.68% | 4,101,552 | 196,696 | 5.0% | $1,814.91万 | 加仓 |
| MSFT | Microsoft Corporation | $3.76亿 | 4.65% | 1,009,284 | 16,368 | 1.6% | $610.56万 | 加仓 |
| UHAL/B | U-Haul Holding Company | $3.58亿 | 4.42% | 6,197,210 | 148,879 | 2.5% | $859.03万 | 加仓 |
| JNJ | Johnson & Johnson | $3.20亿 | 3.96% | 1,259,977 | 10,568 | 0.8% | $268.40万 | 加仓 |
| PG | Procter & Gamble Company | $2.88亿 | 3.56% | 1,963,488 | 32,357 | 1.7% | $474.48万 | 加仓 |
| PEP | PepsiCo, Inc. | $2.81亿 | 3.47% | 2,072,843 | 44,876 | 2.2% | $607.62万 | 加仓 |
| FOX | Fox Corporation | $2.65亿 | 3.27% | 5,649,828 | 83,310 | 1.5% | $390.22万 | 加仓 |
| RS | Reliance, Inc. | $2.61亿 | 3.23% | 698,566 | 5,440 | 0.8% | $203.24万 | 加仓 |
| NWSA | News Corporation | $1.88亿 | 2.32% | 7,554,958 | 166,310 | 2.3% | $412.95万 | 加仓 |
| FANG | Diamondback Energy, Inc. | $1.78亿 | 2.20% | 1,014,114 | 10,144 | 1.0% | $178.31万 | 加仓 |
| KO | Coca-Cola Company | $1.73亿 | 2.14% | 2,127,657 | 28,902 | 1.4% | $234.89万 | 加仓 |
| COP | ConocoPhillips | $1.67亿 | 2.06% | 1,606,025 | 24,504 | 1.5% | $254.74万 | 加仓 |
| EOG | EOG Resources, Inc. | $1.61亿 | 1.99% | 1,243,536 | 21,693 | 1.8% | $281.42万 | 加仓 |
| STT | State Street Corporation | $1.56亿 | 1.93% | 919,740 | 10,549 | 1.2% | $178.91万 | 加仓 |
| KVUE | Kenvue, Inc. | $1.54亿 | 1.90% | 8,051,004 | 118,545 | 1.5% | $226.54万 | 加仓 |
| TSN | Tyson Foods, Inc. | $1.48亿 | 1.83% | 2,578,970 | 64,100 | 2.5% | $366.97万 | 加仓 |
| EBAY | eBay Inc. | $1.41亿 | 1.74% | 1,262,742 | -266,452 | -17.4% | -$2,977.60万 | 减仓 |
| INGR | Ingredion Incorporated | $1.39亿 | 1.72% | 1,471,409 | 31,151 | 2.2% | $295.03万 | 加仓 |
| TLN | Talen Energy Corp | $1.38亿 | 1.71% | 359,800 | -100 | -0.0% | -$3.84万 | 减仓 |
| DIS | Walt Disney Company | $1.32亿 | 1.64% | 1,375,972 | 28,436 | 2.1% | $273.70万 | 加仓 |
| ELV | Elevance Health, Inc. | $1.31亿 | 1.63% | 339,985 | 5,670 | 1.7% | $219.28万 | 加仓 |
| INTU | Intuit Inc. | $1.28亿 | 1.59% | 491,278 | 483,903 | 6,561.4% | $1.26亿 | 加仓 |
| CTSH | Cognizant Technology Solutions Corporation | $1.22亿 | 1.51% | 3,150,565 | 142,427 | 4.7% | $551.62万 | 加仓 |
| AWI | Armstrong World Industries, Inc. | $1.21亿 | 1.50% | 754,944 | 13,007 | 1.8% | $208.66万 | 加仓 |
| BR | Broadridge Financial Solutions, Inc. | $1.20亿 | 1.49% | 878,522 | 878,522 | — | $1.20亿 | 新建仓 |
| LHX | L3Harris Technologies Inc | $1.20亿 | 1.49% | 413,504 | 5,629 | 1.4% | $163.57万 | 加仓 |
| EWY | iShares Trust | $1.13亿 | 1.39% | 557,535 | -423,070 | -43.1% | -$8,541.78万 | 减仓 |
| LMT | Lockheed Martin Corporation | $1.10亿 | 1.36% | 216,359 | 2,731 | 1.3% | $139.13万 | 加仓 |
| SYY | Sysco Corporation | $1.08亿 | 1.34% | 1,293,545 | 58,673 | 4.8% | $490.39万 | 加仓 |
| NOC | Northrop Grumman Corp. | $1.01亿 | 1.24% | 197,521 | 3,348 | 1.7% | $170.52万 | 加仓 |
| PYPL | PayPal Holdings, Inc. | $1.00亿 | 1.24% | 2,317,304 | 26,662 | 1.2% | $115.13万 | 加仓 |
| OLN | Olin Corporation | $8,343.04万 | 1.03% | 4,209,403 | 117,192 | 2.9% | $232.27万 | 加仓 |
| DAR | Darling Ingredients Inc | $7,739.99万 | 0.96% | 1,417,062 | 13,394 | 1.0% | $73.16万 | 加仓 |
| CL | Colgate-Palmolive Company | $7,250.97万 | 0.90% | 790,900 | 1,500 | 0.2% | $13.75万 | 加仓 |
| UNH | UnitedHealth Group Incorporated | $7,139.19万 | 0.88% | 171,768 | 3,308 | 2.0% | $137.49万 | 加仓 |
| BRBR | BellRing Brands, Inc. | $6,810.32万 | 0.84% | 5,263,000 | 3,765,000 | 251.3% | $4,871.91万 | 加仓 |
| FOXA | Fox Corporation | $6,181.42万 | 0.76% | 1,185,089 | -3,285 | -0.3% | -$17.13万 | 减仓 |
| FDS | FactSet Research Systems Inc. | $5,283.10万 | 0.65% | 229,620 | 3,746 | 1.7% | $86.19万 | 加仓 |
| AVTR | Avantor, Inc. | $4,722.30万 | 0.58% | 4,770,000 | 25,000 | 0.5% | $24.75万 | 加仓 |
| CMCSA | Comcast Corporation | $2,873.58万 | 0.36% | 1,170,500 | 3,000 | 0.3% | $7.37万 | 加仓 |
| MAS | Masco Corporation | $2,327.87万 | 0.29% | 286,085 | 41,367 | 16.9% | $336.60万 | 加仓 |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $2,165.94万 | 0.27% | 236,353 | 24,238 | 11.4% | $222.12万 | 加仓 |
| UHAL | U-Haul Holding Company | $2,129.26万 | 0.26% | 325,376 | 7 | 0.0% | $458 | 加仓 |
| DVN | Devon Energy Corporation | $2,111.09万 | 0.26% | 510,913 | 52,069 | 11.3% | $215.15万 | 加仓 |
| LEGH | Legacy Housing Corporation | $1,980.78万 | 0.24% | 754,009 | 48,334 | 6.8% | $126.97万 | 加仓 |
| UL | Unilever PLC | $1,450.05万 | 0.18% | 241,192 | 41,079 | 20.5% | $246.97万 | 加仓 |
| EMBC | Embecta Corporation | $1,407.00万 | 0.17% | 4,315,952 | 644,075 | 17.5% | $209.97万 | 加仓 |
| BNY | Bank of New York Mellon Corp | $931.29万 | 0.12% | 64,400 | -293,298 | -82.0% | -$4,241.38万 | 减仓 |
| WFC | Wells Fargo & Company | $866.09万 | 0.11% | 104,803 | 4,366 | 4.3% | $36.08万 | 加仓 |
| FICO | Fair Isaac Corporation | $735.63万 | 0.09% | 6,157 | 0 | 0.0% | — | 不变 |
| — | GrafTech International Ltd. | $679.22万 | 0.08% | 1,149,267 | 81,881 | 7.7% | $48.39万 | 加仓 |
| MSCI | MSCI Inc. | $610.44万 | 0.08% | 10,900 | 0 | 0.0% | — | 不变 |
| MA | Mastercard Incorporated | $599.37万 | 0.07% | 11,670 | 0 | 0.0% | — | 不变 |
| MCO | Moody's Corporation | $561.85万 | 0.07% | 12,405 | 0 | 0.0% | — | 不变 |
| GS | Goldman Sachs Group, Inc. | $525.91万 | 0.07% | 5,200 | 105 | 2.1% | $10.62万 | 加仓 |
| CLX | Clorox Company | $459.02万 | 0.06% | 48,095 | 0 | 0.0% | — | 不变 |
| AON | Aon Plc | $428.38万 | 0.05% | 12,915 | 0 | 0.0% | — | 不变 |
| CPRT | Copart, Inc. | $385.29万 | 0.05% | 136,675 | 26,430 | 24.0% | $74.51万 | 加仓 |
| VRSK | Verisk Analytics, Inc. | $380.42万 | 0.05% | 21,190 | 6,415 | 43.4% | $115.17万 | 加仓 |
| SPY | State Street SPDR S&P 500 ETF | $265.70万 | 0.03% | 3,558 | -210 | -5.6% | -$15.68万 | 减仓 |
| TDY | Teledyne Technologies Incorporated | $180.06万 | 0.02% | 2,700 | 200 | 8.0% | $13.34万 | 加仓 |
| NTRS | Northern Trust Corporation | $165.15万 | 0.02% | 9,500 | 0 | 0.0% | — | 不变 |
| PM | Philip Morris International Inc. | $90.45万 | 0.01% | 5,000 | -900 | -15.3% | -$16.28万 | 减仓 |
| VZ | Verizon Communications Inc. | $84.68万 | 0.01% | 20,000 | 0 | 0.0% | — | 不变 |
| — | Amplify Energy Corp. | $81.59万 | 0.01% | 205,000 | -5,000 | -2.4% | -$1.99万 | 减仓 |
| — | America's Car-Mart, Inc. | $57.20万 | 0.01% | 205,000 | 10,000 | 5.1% | $2.79万 | 加仓 |
| — | Cato Corporation | $34.16万 | 0.00% | 105,445 | 0 | 0.0% | — | 不变 |
| — | Reading International Incorporated | $33.92万 | 0.00% | 265,000 | 0 | 0.0% | — | 不变 |
| MO | Altria Group, Inc. | $30.22万 | 0.00% | 4,200 | 0 | 0.0% | — | 不变 |
| V | Visa Inc. | $25.11万 | 0.00% | 732 | 0 | 0.0% | — | 不变 |
| NWS | News Corporation | $22.84万 | 0.00% | 8,140 | 0 | 0.0% | — | 不变 |
| CSCO | Cisco Systems, Inc. | $0 | 0.00% | 0 | -210,580 | -100.0% | -$1,633.89万 | 清仓 |
| MRSH | Marsh & McLennan Companies, Inc. | $0 | 0.00% | 0 | -19,380 | -100.0% | -$336.15万 | 清仓 |
| GOLD | Gold.com, Inc. | $0 | 0.00% | 0 | -5,000 | -100.0% | -$20.04万 | 清仓 |