Yacktman Asset Management
Yacktman Asset ManagementYacktman Asset Management13F · 01 May 2026
持仓 40前十集中度 47%本季新建/加仓 25减持/清仓 15
110.8%减持24.9%加仓34.9%减持44.3%减持54.2%减持64.1%减持73.9%减持83.7%加仓93.6%加仓102.8%加仓112.8%加仓122.6%加仓132.5%加仓142.5%加仓152.4%加仓162.2%加仓172.1%加仓182.1%减持192.0%加仓201.9%减持211.9%减持221.8%加仓231.8%加仓241.7%加仓251.7%减持261.6%加仓271.6%加仓281.6%减持291.5%减持301.5%减持311.4%新建仓321.3%加仓331.2%加仓341.2%加仓350.9%减持360.9%加仓370.7%新建仓380.6%加仓390.6%减持400.5%新建仓
CNQCanadian Natural Resources均 57
MSFTMicrosoft Corp.均 70
SCHWCharles Schwab Corp.均 67
GOOGAlphabet Inc. CL C均 73
PEPPepsiCo Inc.均 61
JNJJohnson & Johnson均 56
FOXFox Corporation CL B均 49
PGProcter & Gamble均 53
UHAL.BU Haul Holding Co Non Voting
RSReliance Steel & Aluminum均 55
COPConocoPhillips均 46
FANGDiamondback Energy Inc.均 44
CTSHCognizant Technology Solutions均 41
NWSANews Corp.均 46
EOGEOG Resources均 48
INGRIngredion Inc.均 41
TSNTyson Foods均 42
KOCoca Cola Co.均 59
BRK.BBerkshire Hathaway CL B
LHXL3Harris Technologies Inc.均 71
EBAYeBay Inc.均 51
KVUEKenvue Inc均 58
NOCNorthrop Grumman Corp.均 69
DISWalt Disney Co.均 55
LMTLockheed Martin Corp.均 59
AWIArmstrong World Industries Inc.均 59
OLNOlin Corp.均 44
EWYiShares MSCI South Korea ETF
STTState Street Corp.均 46
TLNTalen Energy Corp均 56
PYPLPayPal Holdings Inc.均 52
ELVElevance Health Inc.均 42
SYYSysco Corp.均 50
DARDarling Ingredients Inc.均 59
FOXAFox Corporation均 46
CLColgate-Palmolive均 47
FDSFactSet Research Systems均 55
UNHUnited Health Group Inc.均 52
BNYBank of New York Mellon Corp.均 58
AVTRAvantor Inc.均 51
数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。