Yacktman Asset Management Lp Top Holdings and 13F Report (2024) → Forget Bitcoin. Crypto Millionaire Predicts 8,788% Gains For THIS (From Paradigm Press) (Ad) About Yacktman Asset Management LpInvestment ActivityYacktman Asset Management Lp has $11.12 billion in total holdings as of March 31, 2024.Yacktman Asset Management Lp owns shares of 73 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 2.44% of the portfolio was purchased this quarter.About 7.24% of the portfolio was sold this quarter.This quarter, Yacktman Asset Management Lp has purchased 70 new stocks and bought additional shares in 14 stocks.Yacktman Asset Management Lp sold shares of 42 stocks and completely divested from 2 stocks this quarter.Largest Holdings Canadian Natural Resources $1,147,693,368Microsoft $668,646,089Alphabet $556,308,860U-Haul Holding Company Class B $474,525,086Charles Schwab $454,367,106 Largest New Holdings this Quarter Kellanova $122,108,078 HoldingDarling Ingredients $87,540,331 HoldingTeledyne Technologies $7,083,780 HoldingAON $3,894,512 HoldingVisa $204,287 Holding Largest Purchases this Quarter Kellanova 2,131,403 shares (about $122.11M)Darling Ingredients 1,882,183 shares (about $87.54M)Kenvue 855,859 shares (about $18.37M)Canadian Natural Resources 108,119 shares (about $8.25M)Teledyne Technologies 16,500 shares (about $7.08M) Largest Sales this Quarter Pioneer Natural Resources 806,710 shares (about $211.76M)Reliance 215,302 shares (about $71.95M)Oracle 455,163 shares (about $57.17M)News 2,146,269 shares (about $56.19M)SPDR S&P 500 ETF Trust 51,863 shares (about $27.13M) Sector Allocation Over TimeMap of 500 Largest Holdings ofYacktman Asset Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCNQCanadian Natural Resources$1,147,693,368$8,251,642 ▲0.7%15,037,91110.3%Oils/EnergyMSFTMicrosoft$668,646,089$19,927,403 ▼-2.9%1,589,2906.0%Computer and TechnologyGOOGAlphabet$556,308,860$23,556,297 ▼-4.1%3,653,6775.0%Computer and TechnologyU-Haul Holding Company Class B$474,525,086$18,804,227 ▼-3.8%7,116,4534.3%COMSCHWCharles Schwab$454,367,106$2,558,449 ▼-0.6%6,280,9944.1%FinancePEPPepsiCo$435,382,878$8,593,866 ▼-1.9%2,487,7603.9%Consumer StaplesPGProcter & Gamble$399,435,162$10,074,751 ▼-2.5%2,461,8503.6%Consumer StaplesNWSANews$382,058,380$56,189,322 ▼-12.8%14,593,5213.4%Consumer DiscretionaryCTSHCognizant Technology Solutions$361,006,239$18,174,161 ▼-4.8%4,925,7233.2%Computer and TechnologyRSReliance$332,977,620$71,949,622 ▼-17.8%996,4023.0%Basic MaterialsFANGDiamondback Energy$290,117,907$11,189,075 ▼-3.7%1,463,9852.6%Oils/EnergyBRK.BBerkshire Hathaway$284,516,263$3,111,007 ▼-1.1%676,5822.6%FinanceSTTState Street$262,448,513$1,974,830 ▼-0.7%3,394,3162.4%FinanceINGRIngredion$257,817,723$1,055,740 ▼-0.4%2,206,3992.3%Consumer StaplesOLNOlin$252,439,454$1,842,028 ▲0.7%4,293,1882.3%Basic MaterialsFOXFOX$249,910,918$3,854,255 ▲1.6%8,732,0382.2%Consumer DiscretionaryJNJJohnson & Johnson$239,612,639$284,584 ▼-0.1%1,514,7142.2%MedicalCOPConocoPhillips$231,133,861$243,868 ▼-0.1%1,815,9482.1%Oils/EnergyEOGEOG Resources$228,740,532$20,582 ▼0.0%1,789,2722.1%Oils/EnergyBKBank of New York Mellon$214,185,698$3,551,927 ▼-1.6%3,717,2111.9%FinanceDISWalt Disney$201,512,518$241,539 ▼-0.1%1,646,8821.8%Consumer DiscretionaryELVElevance Health$194,255,455$5,808,167 ▼-2.9%374,6201.7%MedicalNOCNorthrop Grumman$185,346,247$8,806,387 ▼-4.5%387,2191.7%AerospaceTSNTyson Foods$181,365,170$3,858,326 ▲2.2%3,088,1181.6%Consumer StaplesDVNDevon Energy$166,693,042$3,449,323 ▲2.1%3,321,9021.5%Oils/EnergyKOCoca-Cola$158,361,187$175,709 ▼-0.1%2,588,4471.4%Consumer StaplesEBAYeBay$155,802,971$1,541,282 ▲1.0%2,951,9321.4%Retail/WholesaleLMTLockheed Martin$150,818,062$267,918 ▼-0.2%331,5631.4%AerospaceWFCWells Fargo & Company$147,267,086$1,020,734 ▼-0.7%2,540,8401.3%FinanceBKNGBooking$142,289,081$26,878,963 ▼-15.9%39,2211.3%Retail/WholesaleLHXL3Harris Technologies$138,817,176$500,785 ▼-0.4%651,4181.2%AerospaceAWIArmstrong World Industries$138,055,748$6,193,858 ▼-4.3%1,111,3811.2%ConstructionKVUEKenvue$134,453,681$18,366,734 ▲15.8%6,265,3161.2%Consumer StaplesKKellanova$122,108,078$122,108,078 ▲New Holding2,131,4031.1%Consumer DiscretionarySYYSysco$120,333,763$2,688,438 ▼-2.2%1,482,3081.1%Consumer StaplesORCLOracle$114,309,496$57,173,024 ▼-33.3%910,0351.0%Computer and TechnologyCLColgate-Palmolive$107,537,710$9,698,385 ▼-8.3%1,194,2001.0%Consumer StaplesDARDarling Ingredients$87,540,331$87,540,331 ▲New Holding1,882,1830.8%Consumer StaplesFOXAFOX$81,329,142$241,154 ▼-0.3%2,600,8680.7%Consumer DiscretionaryPXDPioneer Natural Resources$80,692,500$211,761,375 ▼-72.4%307,4000.7%Oils/EnergyGSThe Goldman Sachs Group$79,551,984$65,160 ▼-0.1%190,4570.7%FinanceWBDWarner Bros. Discovery$70,292,249$486,148 ▲0.7%8,051,8040.6%Communication ServicesCMCSAComcast$61,925,475$736,950 ▼-1.2%1,428,5000.6%Consumer DiscretionaryCSCOCisco Systems$61,064,086$7,102,742 ▼-10.4%1,223,4840.5%Computer and TechnologyGLWCorning$39,074,0800.0%1,185,5000.4%Computer and TechnologyEMBCEmbecta$37,374,000$1,926,685 ▲5.4%2,816,4280.3%MedicalMASMasco$36,558,671$923,764 ▼-2.5%463,4720.3%ConstructionUHALU-Haul$31,870,978$5,169,309 ▼-14.0%471,8830.3%TransportationMUMicron Technology$28,293,600$18,343,684 ▼-39.3%240,0000.3%Computer and TechnologyFHBFirst Hawaiian$21,883,667$20,645,979 ▼-48.5%996,5240.2%FinanceEAFGrafTech International$20,223,162$3,770,402 ▲22.9%14,654,4650.2%Industrial ProductsULUnilever$15,038,430$450,556 ▲3.1%299,6300.1%Consumer StaplesNWSNews$14,234,426$311,055 ▼-2.1%526,0320.1%Consumer DiscretionaryXOMExxon Mobil$13,995,296$2,906,000 ▼-17.2%120,4000.1%Oils/EnergyBRK.ABerkshire Hathaway$8,882,1600.0%140.1%FinanceTDYTeledyne Technologies$7,083,780$7,083,780 ▲New Holding16,5000.1%AerospaceMAMastercard$5,359,8740.0%11,1300.0%Business ServicesCLXClorox$4,761,7210.0%31,1000.0%Consumer StaplesHSYHershey$4,269,275$2,285,375 ▲115.2%21,9500.0%Consumer StaplesAONAON$3,894,512$3,894,512 ▲New Holding11,6700.0%FinanceVZVerizon Communications$3,566,600$2,727,400 ▼-43.3%85,0000.0%Computer and TechnologyLEGHLegacy Housing$3,443,200$215,200 ▲6.7%160,0000.0%FinanceSPYSPDR S&P 500 ETF Trust$3,112,790$27,127,983 ▼-89.7%5,9510.0%FinanceMCOMoody's$3,014,5400.0%7,6700.0%FinanceCRMTAmerica's Car-Mart$2,235,450$63,870 ▲2.9%35,0000.0%Retail/WholesaleAMPYAmplify Energy$1,553,3500.0%235,0000.0%Oils/EnergyAMRKA-Mark Precious Metals$1,381,0500.0%45,0000.0%Consumer DiscretionaryRDIReading International$920,0000.0%500,0000.0%Consumer DiscretionaryNTRSNorthern Trust$844,7400.0%9,5000.0%FinancePMPhilip Morris International$668,9180.0%7,3010.0%Consumer StaplesCATOCato$608,4180.0%105,4450.0%Retail/WholesaleMOAltria Group$252,9960.0%5,8000.0%Consumer StaplesVVisa$204,287$204,287 ▲New Holding7320.0%Business ServicesWFRDWeatherford International$0$135,445,635 ▼-100.0%00.0%Oils/EnergyUSBU.S. Bancorp$0$302,960 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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