Portfolio (Quarterly) Guide ↗

YACKTMAN ASSET MANAGEMENT LP

· CIK 0000905567

13F Portfolio $7.5B AUM 76 positions Filed May 1, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 5 New 32 Added 14 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	WBD	Warner Bros. Discovery, Inc.	Communication Services	1,782,860	$51.4M	0.72%	SOLD

Sector Allocation

Consumer Defensive 23.6%

Energy 22.5%

Financial Services 11.4%

Technology 9.2%

Industrials 8.8%

Healthcare 8.2%

Communication Services 6.6%

Basic Materials 5.3%

Consumer Cyclical 2.5%

Utilities 1.8%