Yacktman Asset Management – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by Yacktman Asset Management during the 2026 Q1 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| MSFT | 992,916 | $370.17 | Increased | 3.02% | 4.90% | $367.55M | 2026 Q1 |
| PG | 1,931,131 | $144.44 | Increased | 0.67% | 3.72% | $278.93M | 2026 Q1 |
| UHAL.B | 6,048,331 | $44.67 | Increased | 4.51% | 3.60% | $270.18M | 2026 Q1 |
| RS | 693,126 | $303.92 | Increased | 0.22% | 2.81% | $210.65M | 2026 Q1 |
| COP | 1,581,521 | $132 | Increased | 2.04% | 2.78% | $208.76M | 2026 Q1 |
| FANG | 1,003,970 | $197.79 | Increased | 0.74% | 2.65% | $198.58M | 2026 Q1 |
| CTSH | 3,008,138 | $61.35 | Increased | 0.83% | 2.46% | $184.55M | 2026 Q1 |
| NWSA | 7,388,648 | $24.93 | Increased | 0.81% | 2.46% | $184.2M | 2026 Q1 |
| EOG | 1,221,843 | $144.57 | Increased | 2.93% | 2.36% | $176.64M | 2026 Q1 |
| INGR | 1,440,258 | $112.66 | Increased | 1.17% | 2.16% | $162.26M | 2026 Q1 |
| TSN | 2,514,870 | $64.07 | Increased | 1.02% | 2.15% | $161.13M | 2026 Q1 |
| BRK.B | 314,981 | $479.2 | Increased | 0.62% | 2.01% | $150.94M | 2026 Q1 |
| KVUE | 7,932,459 | $17.24 | Increased | 0.95% | 1.82% | $136.76M | 2026 Q1 |
| NOC | 194,173 | $682.24 | Increased | 0.12% | 1.77% | $132.47M | 2026 Q1 |
| DIS | 1,347,536 | $96.38 | Increased | 1.02% | 1.73% | $129.88M | 2026 Q1 |
| AWI | 741,937 | $164.8 | Increased | 0.03% | 1.63% | $122.27M | 2026 Q1 |
| OLN | 4,092,211 | $29.73 | Increased | 4.33% | 1.62% | $121.66M | 2026 Q1 |
| PYPL | 2,290,642 | $45.23 | Buy | 100.00% | 1.38% | $103.61M | 2026 Q1 |
| ELV | 334,315 | $292.75 | Increased | 1.69% | 1.30% | $97.87M | 2026 Q1 |
| SYY | 1,234,872 | $71.33 | Increased | 0.92% | 1.17% | $88.08M | 2026 Q1 |
| DAR | 1,403,668 | $61.85 | Increased | 1.04% | 1.16% | $86.82M | 2026 Q1 |
| CL | 789,400 | $85.23 | Increased | 0.27% | 0.90% | $67.28M | 2026 Q1 |
| FDS | 225,874 | $216.99 | Buy | 100.00% | 0.65% | $49.01M | 2026 Q1 |
| UNH | 168,460 | $270.59 | Increased | 0.54% | 0.61% | $45.58M | 2026 Q1 |
| AVTR | 4,745,000 | $7.84 | Buy | 100.00% | 0.50% | $37.2M | 2026 Q1 |