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By Morgan Housel
Yacktman Asset Management's latest 13F filing for Q2 2026 reveals a diversified portfolio valued at approximately $8.09 billion, comprising 74 distinct holdings. A significant portion of the portfolio, nearly 29%, is concentrated in its top five positions: Canadian Natural Resources, Berkshire Hathaway Class B, Alphabet Class A, U-Haul Holding Company, and The Charles Schwab Corporation. The firm also maintains a substantial cash reserve, accounting for 11.5% of its total assets. This quarter saw strategic rebalancing with new investments in Broadridge Financial Solutions and an increased stake in Intuit Inc., alongside adjustments to existing core holdings to optimize performance and manage risk.
By Morgan Housel
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