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  • Gurus
  • Value
  • YACKTMAN ASSET MANAGEMENT LP (Data extracted from 13F, 13D, 13G and Form 4)

YACKTMAN ASSET MANAGEMENT LP

AUM: $16.18 B
13-F Portfolio Value: $7.50 B
Last 13-F Filed: Q1 2026
Concentration in top 10: 47.19%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
PYPLPayPal Holdings, Inc.1.38%2,290,642$103,605,7382,290,642New$45.2313F
FDSFactSet Research Systems Inc.0.65%225,874$49,012,399225,874New$216.9913F
AVTRAvantor, Inc.0.5%4,745,000$37,200,8004,745,000New$7.8413F
BRBRBellRing Brands, Inc.0.32%1,498,000$24,102,8201,498,000New$16.0913F
INTUIntuit Inc.0.04%7,375$3,188,8037,375New$432.3813F