Yacktman Asset Management LP has disclosed its latest 13F-HR report, revealing a total of $8.38 billion in assets under management as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategy and its positions across various sectors.

The firm, based in Austin, Texas, focuses on managing large-cap equities and has built a reputation for its value-oriented investment approach. The latest filing, accession number 0000905567-26-000005, was made on November 2, 2026, and reflects the firm’s ongoing influence in the asset management industry.

Background

Yacktman Asset Management LP, incorporated in Delaware, specializes in investment management. The firm is known for its disciplined approach to investing, primarily in large-cap stocks. Its recent filings include a series of 13F-HR reports, with the latest being filed on November 2, 2026. The firm’s address is 6300 Bridge Point Parkway, Building One, Suite 500, Austin, TX 78730.

What the Filing Says

The 13F-HR report indicates that Yacktman Asset Management holds a total of 75 different securities, with a combined value of $8,376,649,376. The report emphasizes the firm’s investment discretion and voting authority across its holdings.

Impact

This filing may affect various stakeholders, including investors and analysts monitoring Yacktman’s investment strategies. The report provides a snapshot of the firm’s portfolio, which includes significant stakes in major companies such as Alphabet Inc. and Berkshire Hathaway. These insights are crucial for understanding market trends and investment flows within the asset management sector.

What's Next

The filing does not say what happens next. However, industry observers will likely keep an eye on Yacktman’s future filings for further insights into its investment strategies and market positioning.