YACKTMAN ASSET MANAGEMENT LP just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 03-31-2025 report period. You can see the full portfolio on Quiver Quantitative, and track moves made by other funds.
Per our estimates, the largest stock moves were:
- A decrease of -1,190,476 shares of $STT (~$106,583,316). This was a decrease of ~49% from their previous position.
- A decrease of -903,324 shares of $WFC (~$64,849,630). This was a decrease of ~85% from their previous position.
- A decrease of -481,224 shares of $EOG (~$61,712,166). This was a decrease of ~27% from their previous position.
- A decrease of -101,321 shares of $GS (~$55,350,649). This was a decrease of ~92% from their previous position.
- A decrease of -336,506 shares of $FANG (~$53,800,579). This was a decrease of ~24% from their previous position.
- A decrease of -639,756 shares of $BK (~$53,656,336). This was a decrease of ~53% from their previous position.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's fund page for YACKTMAN ASSET MANAGEMENT LP for more details.
