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
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)
Yacktman Asset Management's other filings
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.