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 21.5%

Energy 20.4%

Communication Services 15.0%

Financial Services 10.4%

Technology 8.4%

Industrials 8.2%

Healthcare 7.5%

Basic Materials 4.8%

Consumer Cyclical 2.3%

Utilities 1.7%