Yacktman Asset Management LP
Yacktman Asset Management LP is a value-oriented investment management firm headquartered in Austin, Texas, USA. Founded in 1992, the firm specializes in managing equity and balanced portfolios for a diverse set of clients including individual investors, institutions, endowments, foundations, pensions, and family offices. The firm is known for its patient, objective, and disciplined investment approach and employs a team of financial professionals focused on delivering superior risk-adjusted returns across market cycles. Employee count is not public, but as a boutique firm, it operates with a relatively lean and focused staff.
Investment Strategy
Yacktman Asset Management employs a long-term, value-oriented investment strategy that emphasizes the careful evaluation of a company's fundamentals, earnings durability, industry competitiveness, and management incentives. The firm aims to invest in businesses offering attractive rates of return relative to risk, spanning from high-quality companies to more challenged enterprises provided that the investment price sufficiently compensates for risk. Their philosophy centers on capital preservation, patient decision-making, and achieving superior risk-adjusted returns through disciplined security selection and diversification.
Research Analysts
Top Holdings
Equity Positions (70)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CNQ | Canadian Natural Resources Ltd | 9.33% | $694.8M | 22,126,877 | $17.36 | $31.40 | -$145.0M |
M MSFT | Microsoft Corp. | 7.39% | $549.8M | 1,105,264 | $54.59 | $497.41 | +$98.0M |
S SCHW | Charles Schwab Corp | 5.60% | $416.5M | 4,565,374 | $56.59 | $91.24 | +$47.9M |
U UHAL-B | U-Haul Holding Company Class B | 4.37% | $325.5M | 5,986,465 | $54.70 | $54.37 | -$29.3M |
P PG | Procter & Gamble | 4.32% | $321.6M | 2,018,491 | $81.89 | $159.32 | -$39.3M |