YACKTMAN ASSET MANAGEMENT LP just filed a portfolio update, which we received from a 13F disclosure. This disclosure reflects the funds' holdings for the 06-30-2025 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 -5,139,330 shares of $CNQ (~$161,374,962). This was a decrease of ~19% from their previous position.
- A decrease of -98,216 shares of $MSFT (~$48,853,621). This was a decrease of ~8% from their previous position.
- An addition of 129,000 shares of $UNH (~$40,244,130). This was an increase of ~inf% over their previous position.
- A decrease of -49,924 shares of $BRK.B (~$24,251,581). This was a decrease of ~13% from their previous position.
- A decrease of -123,395 shares of $GOOG (~$21,889,039). This was a decrease of ~9% from their previous position.
- A decrease of -341,938 shares of $FOX (~$17,654,259). This was a decrease of ~5% 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.
