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 |
|---|---|---|---|---|---|---|---|
| CMCSA | 1,167,500 | $28.71 | Increased | 0.52% | 0.45% | $33.52M | 2026 Q1 |
| EMBC | 3,671,877 | $8.84 | Increased | 62.26% | 0.43% | $32.46M | 2026 Q1 |
| BRBR | 1,498,000 | $16.09 | Buy | 100.00% | 0.32% | $24.1M | 2026 Q1 |
| DVN | 458,844 | $50.32 | Increased | 6.14% | 0.31% | $23.09M | 2026 Q1 |
| BIL | 212,115 | $91.64 | Increased | 26.34% | 0.26% | $19.44M | 2026 Q1 |
| MAS | 244,718 | $60.37 | Increased | 4.65% | 0.20% | $14.77M | 2026 Q1 |
| LEGH | 705,675 | $20.43 | Increased | 301.69% | 0.19% | $14.42M | 2026 Q1 |
| UL | 200,113 | $56.97 | Increased | 2.20% | 0.15% | $11.4M | 2026 Q1 |
| EAF | 1,067,386 | $6.78 | Increased | 6.90% | 0.10% | $7.24M | 2026 Q1 |
| FICO | 6,157 | $1067.57 | Increased | 124.38% | 0.09% | $6.57M | 2026 Q1 |
| GS | 5,095 | $845.93 | Increased | 2.21% | 0.06% | $4.31M | 2026 Q1 |
| CPRT | 110,245 | $33.2 | Increased | 10.06% | 0.05% | $3.66M | 2026 Q1 |
| MRSH | 19,380 | $173.43 | Increased | 0.52% | 0.04% | $3.36M | 2026 Q1 |
| INTU | 7,375 | $432.41 | Buy | 100.00% | 0.04% | $3.19M | 2026 Q1 |
| CRMT | 195,000 | $12.73 | Increased | 25.81% | 0.03% | $2.48M | 2026 Q1 |
| TDY | 2,500 | $605.2 | Increased | 19.05% | 0.02% | $1.51M | 2026 Q1 |