What did Yacktman Asset Management buy in Q1 2026?

Yacktman Asset Management opened 5 new positions (PYPL, FDS, AVTR, BRBR, INTU) and added to 5 existing holdings in the Q1 2026 13F.

What did Yacktman Asset Management sell in Q1 2026?

Yacktman Asset Management exited 1 position (WBD) and trimmed 4.

What Yacktman Asset Management bought and sold in Q1 2026

In Q1 2026, Yacktman Asset Management (Yacktman Asset Management) opened 5 new positions — including PYPL (1.4%), FDS (0.7%), AVTR (0.5%), added to 5, trimmed 4, exited 1 (WBD). The book stood at $7.50B across 76 positions, filed May 1, 2026.

5New5Added4Trimmed1Exited

Share𝕏 in

New positions (5)

PYPLPaypal Holdings Inc1.4% · $104M
FDSFactset Research Systems Inc0.7% · $49M
AVTRAvantor Inc0.5% · $37M
BRBRBellring Brands Inc0.3% · $24M
INTUIntuit Inc<0.1% · $3M

Added to (5)

EMBCEmbecta Corp+62% shares · 0.4% · $32M
BILSS Spdr BB 1-3m T-bill Etf+26% shares · 0.3% · $19M
LEGHLegacy Housing Corp+302% shares · 0.2% · $14M
FICOFair Isaac Corp+124% shares · 0.1% · $7M
CRMTAmerica's Car-mart Inc+26% shares · <0.1% · $2M

Trimmed (4)

CSCOCisco Systems Inc-38% shares · 0.2% · $16M
SPYSS Spdr S&p 500 Etf Trust-us-88% shares · <0.1% · $2M
VZVerizon Communications Inc-50% shares · <0.1% · $1M
GOLDGold.com Inc-29% shares · <0.1% · $200K

Exited (1)

WBDWarner Bros Discovery Incwas 0.7% of book

Yacktman Asset Management's other filings

Q4 2025 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes Q4 2024 changes

Yacktman Asset Management's full portfolio →The whole cohort in Q1 2026 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.