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Yacktman Asset Management
Yacktman Asset Management Portfolio: Aktien und Depot im Überblick
Laut dem letzten 13F-Filing (Stand 30.06.2026) umfasst das Depot von Yacktman Asset Management 74 Positionen mit einem Gesamtwert von $8,1 Mrd.
Wertentwicklung1 Jahr+20,31 %3 Jahre+65,63 %5 Jahre+85,32 %
Die größten Positionen im Depot sind Canadian Nat Res (CNQ, 8,0 %), Berkshire Hathaway Inc Del (BRK-B, 7,2 %) und Alphabet (GOOG, 4,9 %). Zusammen machen sie 20,2 % des Depots aus.
Was hat Yacktman Asset Management im 2. Quartal 2026 gekauft und verkauft?
Laut 13F-Meldung hat Yacktman Asset Management im 2. Quartal 2026 1 Position neu gekauft, 51 aufgestockt, 9 reduziert und 3 komplett verkauft.
Größte Käufe
- Berkshire Hathaway Inc DelBRK-Baufgestockt um 268,8 %≈ $424 Mio.
- IntuitINTUaufgestockt um 6.561,4 %≈ $126 Mio.
- Broadridge Financial Solutions InBRneu gekauft≈ $120 Mio.
Größte Verkäufe
- IsharesEWYreduziert um 43,1 %≈ $85 Mio.
- Bank of New York MellonBNYreduziert um 82,0 %≈ $42 Mio.
- EbayEBAYreduziert um 17,4 %≈ $30 Mio.
Prozentangaben: Veränderung der Stückzahl der jeweiligen Position gegenüber dem Vorquartal (kein Kursgewinn). Dollarwerte geschätzt mit dem Kurs zum Quartalsende. Sortiert nach Wert.
Yacktman Asset Management
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $8,1 Mrd.
Größte Position Canadian Nat Res Ltd
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +20,31 %
Gesamtrendite · 3 Jahre +65,63 %
Gesamtrendite · 5 Jahre +85,32 %
74 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
N/A CNQCanadian Nat Res Ltd | 8,04% | $650.269.066 | 16.462.508 | SOLD Q2 · 2026-0,5% · 79 Tsd. Stk. | ← | $48,55 | |
 BRK-BBerkshire Hathaway Inc Del | 7,19% | $581.217.997 | 1.161.530 | BUY Q2 · 2026+268,8% · 847 Tsd. Stk. | ← | $570,89 | |
 GOOGAlphabet Inc | 4,93% | $398.955.150 | 1.129.129 | BUY Q2 · 2026+0,2% · 3 Tsd. Stk. | ← | $283,93 | |
 SCHWSchwab Charles Corp | 4,68% | $378.450.203 | 4.101.552 | BUY Q2 · 2026+5,0% · 197 Tsd. Stk. | ← | $91,49 | |
 MSFTMicrosoft Corp | 4,65% | $376.483.118 | 1.009.284 | BUY Q2 · 2026+1,6% · 16 Tsd. Stk. | ← | $530,61 | |
N/A UHALU Haul Holding Company | 4,42% | $357.579.017 | 6.197.210 | BUY Q2 · 2026+2,5% · 149 Tsd. Stk. | ← | $56,74 | |
 JNJJohnson & Johnson | 3,96% | $319.996.359 | 1.259.977 | BUY Q2 · 2026+0,8% · 11 Tsd. Stk. | ← | $276,22 | |
 PGProcter & Gamble Co | 3,56% | $287.925.880 | 1.963.488 | BUY Q2 · 2026+1,7% · 32 Tsd. Stk. | ← | $165,40 | |
 PEPPepsico Inc | 3,47% | $280.662.942 | 2.072.843 | BUY Q2 · 2026+2,2% · 45 Tsd. Stk. | ← | $141,34 | |
 FOXFox Corp | 3,27% | $264.637.944 | 5.649.828 | BUY Q2 · 2026+1,5% · 83 Tsd. Stk. | ← | $59,50 | |
 RSReliance Inc | 3,23% | $260.984.258 | 698.566 | BUY Q2 · 2026+0,8% · 5 Tsd. Stk. | ← | $417,00 | |
 NWSANews Corp New | 2,32% | $187.589.607 | 7.554.958 | BUY Q2 · 2026+2,3% · 166 Tsd. Stk. | ← | $26,39 | |
 FANGDiamondback Energy Inc | 2,20% | $178.260.959 | 1.014.114 | BUY Q2 · 2026+1,0% · 10 Tsd. Stk. | ← | $178,96 | |
 KOCoca Cola Co | 2,14% | $172.914.684 | 2.127.657 | BUY Q2 · 2026+1,4% · 29 Tsd. Stk. | ← | $95,67 | |
 COPConocophillips | 2,06% | $166.962.359 | 1.606.025 | BUY Q2 · 2026+1,5% · 25 Tsd. Stk. | ← | $136,27 | |
 EOGEog Res Inc | 1,99% | $161.323.925 | 1.243.536 | BUY Q2 · 2026+1,8% · 22 Tsd. Stk. | ← | $147,13 | |
 STTState Str Corp | 1,93% | $155.987.904 | 919.740 | BUY Q2 · 2026+1,2% · 11 Tsd. Stk. | ← | $165,56 | |
 KVUEKenvue Inc | 1,90% | $153.854.686 | 8.051.004 | BUY Q2 · 2026+1,5% · 119 Tsd. Stk. | ← | $19,31 | |
 TSNTyson Foods Inc | 1,83% | $147.646.033 | 2.578.970 | BUY Q2 · 2026+2,5% · 64 Tsd. Stk. | ← | $59,68 | |
 EBAYEbay Inc. | 1,74% | $141.111.419 | 1.262.742 | SOLD Q2 · 2026-17,4% · 266 Tsd. Stk. | ← | $121,96 | |
N/A INGRIngredion Inc | 1,72% | $139.357.146 | 1.471.409 | BUY Q2 · 2026+2,2% · 31 Tsd. Stk. | ← | $91,72 | |
 TLNTalen Energy Corp | 1,71% | $138.256.748 | 359.800 | SOLD Q2 · 20260,0% · 100 Stk. | ← | $338,64 | |
 DISDisney Walt Co | 1,64% | $132.437.305 | 1.375.972 | BUY Q2 · 2026+2,1% · 28 Tsd. Stk. | ← | $116,75 | |
 ELVElevance Health Inc Formerly | 1,63% | $131.482.399 | 339.985 | BUY Q2 · 2026+1,7% · 6 Tsd. Stk. | ← | $425,62 | |
 INTUIntuit | 1,59% | $128.223.558 | 491.278 | BUY Q2 · 2026+6.561,4% · 484 Tsd. Stk. | ← | $341,50 | |
 CTSHCognizant Technology Solutio | 1,51% | $122.021.382 | 3.150.565 | BUY Q2 · 2026+4,7% · 142 Tsd. Stk. | ← | $64,72 | |
 AWIArmstrong World Inds Inc New | 1,50% | $121.108.116 | 754.944 | BUY Q2 · 2026+1,8% · 13 Tsd. Stk. | ← | $171,23 | |
 BRBroadridge Finl Solutions In | 1,49% | $120.313.588 | 878.522 | NEW Q2 · 2026879 Tsd. Stk. | – | $190,40 | |
 LHXL3Harris Technologies Inc | 1,49% | $120.160.127 | 413.504 | BUY Q2 · 2026+1,4% · 6 Tsd. Stk. | ← | $259,89 | |
 EWYIshares Inc | 1,39% | $112.566.317 | 557.535 | SOLD Q2 · 2026-43,1% · 423 Tsd. Stk. | ← | $137,01 | |
 LMTLockheed Martin Corp | 1,36% | $110.226.256 | 216.359 | BUY Q2 · 2026+1,3% · 3 Tsd. Stk. | ← | $567,08 | |
 SYYSysco Corp | 1,34% | $108.114.491 | 1.293.545 | BUY Q2 · 2026+4,8% · 59 Tsd. Stk. | ← | $76,86 | |
 NOCNorthrop Grumman Corp | 1,24% | $100.599.421 | 197.521 | BUY Q2 · 2026+1,7% · 3 Tsd. Stk. | ← | $525,01 | |
 PYPLPaypal Hldgs Inc | 1,24% | $100.061.187 | 2.317.304 | BUY Q2 · 2026+1,2% · 27 Tsd. Stk. | ← | $59,24 | |
 OLNOlin Corp | 1,03% | $83.430.367 | 4.209.403 | BUY Q2 · 2026+2,9% · 117 Tsd. Stk. | ← | $17,31 | |
 DARDarling Ingredients Inc | 0,96% | $77.399.926 | 1.417.062 | BUY Q2 · 2026+1,0% · 13 Tsd. Stk. | ← | $50,19 | |
 CLColgate Palmolive Co | 0,90% | $72.509.712 | 790.900 | BUY Q2 · 2026+0,2% · 2 Tsd. Stk. | ← | $96,56 | |
 UNHUnitedhealth Group Inc | 0,88% | $71.391.934 | 171.768 | BUY Q2 · 2026+2,0% · 3 Tsd. Stk. | ← | $394,15 | |
 BRBRBellring Brands Inc | 0,84% | $68.103.220 | 5.263.000 | BUY Q2 · 2026+251,3% · 3,8 Mio. Stk. | ← | $9,16 | |
 FOXAFox Corp | 0,76% | $61.814.242 | 1.185.089 | SOLD Q2 · 2026-0,3% · 3 Tsd. Stk. | ← | $66,64 | |
 FDSFactset Resh Sys Inc | 0,65% | $52.830.970 | 229.620 | BUY Q2 · 2026+1,7% · 4 Tsd. Stk. | ← | $327,89 | |
 AVTRAvantor Inc | 0,58% | $47.223.000 | 4.770.000 | BUY Q2 · 2026+0,5% · 25 Tsd. Stk. | ← | $15,47 | |
 CMCSAComcast Corp New | 0,36% | $28.735.775 | 1.170.500 | BUY Q2 · 2026+0,3% · 3 Tsd. Stk. | ← | $24,39 | |
N/A MASMasco Corp | 0,29% | $23.278.736 | 286.085 | BUY Q2 · 2026+16,9% · 41 Tsd. Stk. | ← | $82,22 | |
 BILSpdr Ser Tr | 0,27% | $21.659.389 | 236.353 | BUY Q2 · 2026+11,4% · 24 Tsd. Stk. | ← | $91,46 | |
N/A UHALAmerco | 0,26% | $21.292.605 | 325.376 | BUY Q2 · 2026+0,0% · 7 Stk. | ← | $56,74 | |
 DVNDevon Energy Corp New | 0,26% | $21.110.925 | 510.913 | BUY Q2 · 2026+11,3% · 52 Tsd. Stk. | ← | $42,21 | |
N/A LEGHLegacy Housing Corp | 0,24% | $19.807.816 | 754.009 | BUY Q2 · 2026+6,8% · 48 Tsd. Stk. | ← | $29,17 | |
 ULUnilever Plc | 0,18% | $14.500.463 | 241.192 | BUY Q2 · 2026+20,5% · 41 Tsd. Stk. | ← | $66,00 | |
N/A EMBCEmbecta Corp | 0,17% | $14.070.004 | 4.315.952 | BUY Q2 · 2026+17,5% · 644 Tsd. Stk. | ← | $6,19 |
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