# EDGAR Filing Document

**Accession Number:** 0000905567
**File Stem:** 0000905567-25-000004
**Filing Date:** 2025-8
**Character Count:** 10913
**Document Hash:** 133f8b34ea2b248a42d4d8e4368f602d
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000905567-25-000004.hdr.sgml**: 20250806

**ACCESSION NUMBER**: 0000905567-25-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250806

**DATE AS OF CHANGE**: 20250806

**EFFECTIVENESS DATE**: 20250806

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** YACKTMAN ASSET MANAGEMENT LP
- **CENTRAL INDEX KEY:** 0000905567

**ORGANIZATION NAME:**
- **EIN:** 455501824
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-03760
- **FILM NUMBER:** 251188247

**BUSINESS ADDRESS:**
- **STREET 1:** 6300 BRIDGE POINT PARKWAY
- **STREET 2:** BUILDING ONE, STE 500
- **CITY:** AUSTIN
- **STATE:** TX
- **ZIP:** 78730
- **BUSINESS PHONE:** 5127676700

**MAIL ADDRESS:**
- **STREET 1:** 6300 BRIDGE POINT PARKWAY
- **STREET 2:** BUILDING ONE, STE 500
- **CITY:** AUSTIN
- **STATE:** TX
- **ZIP:** 78730

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** YACKTMAN ASSET MANAGEMENT CO/IL
- **DATE OF NAME CHANGE:** 19970213

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** YACKTMAN ASSET MANAGEMENT LP<br>**Address:** 6300 BRIDGE POINT PARKWAY<br>BUILDING ONE STE 500<br>AUSTIN, TX 78730

**Form 13F File Number:** 028-03760

**CRD Number (if applicable):** 000164420

**SEC File Number (if applicable):** 801-76744

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** KRISTA INFANTE<br>**Title:** CHIEF COMPLIANCE OFFICER<br>**Phone:** 512-767-6700

**Signature, Place, and Date of Signing:**

KRISTA INFANTE  AUSTIN, TX  08-06-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 70

**Form 13F Information Table Value Total:** $7443712773

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| Unilever PLC ADR | ADR | 904767704 |  | 14646545 | 239440 | SH |  | SOLE |  | 239440 | 0 | 0 |
| Alphabet Inc. | COM | 02079K107 |  | 227246701 | 1281057 | SH |  | SOLE |  | 1249657 | 0 | 31400 |
| Altria Group Inc. | COM | 02209S103 |  | 287287 | 4900 | SH |  | SOLE |  | 0 | 0 | 4900 |
| America's CAR MART Inc | COM | 03062T105 |  | 616440 | 11000 | SH |  | SOLE |  | 11000 | 0 | 0 |
| Amplify Energy Corp | COM | 03212B103 |  | 768000 | 240000 | SH |  | SOLE |  | 240000 | 0 | 0 |
| Aon PLC | COM | G0403H108 |  | 4607555 | 12915 | SH |  | SOLE |  | 4200 | 0 | 8715 |
| Armstrong World Industries | COM | 04247X102 |  | 139915257 | 861335 | SH |  | SOLE |  | 861335 | 0 | 0 |
| BNY Mellon Corp. | COM | 064058100 |  | 49120225 | 539131 | SH |  | SOLE |  | 539131 | 0 | 0 |
| Berkshire Hathaway A | COM | 084670108 |  | 9474400 | 13 | SH |  | SOLE |  | 13 | 0 | 0 |
| Berkshire Hathaway B | COM | 084670702 |  | 158782183 | 326867 | SH |  | SOLE |  | 310148 | 0 | 16719 |
| Booking Hldgs Inc. Com | COM | 09857L108 |  | 6455003 | 1115 | SH |  | SOLE |  | 1115 | 0 | 0 |
| Canadian Natural Resources Ltd | COM | 136385101 |  | 694783938 | 22126877 | SH |  | SOLE |  | 22122663 | 0 | 4214 |
| Cato Corp | COM | 149205106 |  | 296300 | 105445 | SH |  | SOLE |  | 0 | 0 | 105445 |
| Charles Schwab Corp | COM | 808513105 |  | 416544724 | 4565374 | SH |  | SOLE |  | 4514324 | 0 | 51050 |
| Cisco Systems Inc. | COM | 17275R102 |  | 26787618 | 386100 | SH |  | SOLE |  | 386100 | 0 | 0 |
| Clorox Company | COM | 189054109 |  | 5428365 | 45210 | SH |  | SOLE |  | 12000 | 0 | 33210 |
| Coca-Cola Co. | COM | 191216100 |  | 156821054 | 2216552 | SH |  | SOLE |  | 2114452 | 0 | 102100 |
| Cognizant Technology Solutions | COM | 192446102 |  | 266134736 | 3410672 | SH |  | SOLE |  | 3410672 | 0 | 0 |
| Colgate-Palmolive | COM | 194162103 |  | 72938160 | 802400 | SH |  | SOLE |  | 755500 | 0 | 46900 |
| Comcast Cl A | COM | 20030N101 |  | 44380515 | 1243500 | SH |  | SOLE |  | 1237500 | 0 | 6000 |
| ConocoPhillips | COM | 20825C104 |  | 145916881 | 1625996 | SH |  | SOLE |  | 1625246 | 0 | 750 |
| Darling Ingredients Inc. | COM | 237266101 |  | 59888442 | 1578504 | SH |  | SOLE |  | 1578504 | 0 | 0 |
| Devon Energy Corp | COM | 25179M103 |  | 20435030 | 642409 | SH |  | SOLE |  | 642409 | 0 | 0 |
| Diamondback Energy Inc | COM | 25278X109 |  | 144354776 | 1050617 | SH |  | SOLE |  | 1050617 | 0 | 0 |
| EOG Resources Inc | COM | 26875P101 |  | 150686113 | 1259812 | SH |  | SOLE |  | 1259812 | 0 | 0 |
| Ebay Inc. | COM | 278642103 |  | 151725876 | 2037683 | SH |  | SOLE |  | 2037683 | 0 | 0 |
| Elevance Health Inc. | COM | 036752103 |  | 132767606 | 341340 | SH |  | SOLE |  | 341340 | 0 | 0 |
| Embecta Corp | COM | 29082K105 |  | 22998110 | 2373386 | SH |  | SOLE |  | 2373385 | 0 | 1 |
| Exxon Mobil Corp. | COM | 30231G102 |  | 1767920 | 16400 | SH |  | SOLE |  | 16000 | 0 | 400 |
| Fox Corp A | COM | 35137L105 |  | 91707405 | 1636463 | SH |  | SOLE |  | 1636463 | 0 | 0 |
| Fox Corp B | COM | 35137L204 |  | 321469135 | 6226402 | SH |  | SOLE |  | 6191069 | 0 | 35333 |
| Goldman Sachs Grp | COM | 38141G104 |  | 6157425 | 8700 | SH |  | SOLE |  | 8700 | 0 | 0 |
| Graftech International LTD | COM | 384313508 |  | 10529549 | 10826186 | SH |  | SOLE |  | 10826186 | 0 | 0 |
| Hershey Co. | COM | 427866108 |  | 6347587 | 38250 | SH |  | SOLE |  | 10000 | 0 | 28250 |
| Ingredion Inc | COM | 457187102 |  | 213938651 | 1577486 | SH |  | SOLE |  | 1576978 | 0 | 508 |
| Johnson  Johnson | COM | 478160104 |  | 208279757 | 1363534 | SH |  | SOLE |  | 1344657 | 0 | 18877 |
| Kenvue Inc | COM | 49177J102 |  | 171357510 | 8187172 | SH |  | SOLE |  | 8186434 | 0 | 738 |
| L3Harris Technologies | COM | 502431109 |  | 130346748 | 519641 | SH |  | SOLE |  | 519486 | 0 | 155 |
| Legacy Housing Corporation | COM | 52472M101 |  | 1359600 | 60000 | SH |  | SOLE |  | 60000 | 0 | 0 |
| Lockheed Martin Corp. | COM | 539830109 |  | 103101911 | 222615 | SH |  | SOLE |  | 222530 | 0 | 85 |
| MSCI Inc. | COM | 55354G100 |  | 6286466 | 10900 | SH |  | SOLE |  | 4300 | 0 | 6600 |
| Masco Corporation | COM | 574599106 |  | 16618138 | 258206 | SH |  | SOLE |  | 258206 | 0 | 0 |
| Mastercard Inc. | COM | 57636Q104 |  | 6557840 | 11670 | SH |  | SOLE |  | 3400 | 0 | 8270 |
| Microsoft Corp. | COM | 594918104 |  | 549769366 | 1105264 | SH |  | SOLE |  | 1073824 | 0 | 31440 |
| Moody's Corp. | COM | 615369105 |  | 6232256 | 12425 | SH |  | SOLE |  | 5400 | 0 | 7025 |
| News Corp CL B | COM | 65249B208 |  | 279283 | 8140 | SH |  | SOLE |  | 140 | 0 | 8000 |
| News Corp Cl A | COM | 65249B109 |  | 241309757 | 8119440 | SH |  | SOLE |  | 8119440 | 0 | 0 |
| Northern Trust Corp. | COM | 665859104 |  | 1204505 | 9500 | SH |  | SOLE |  | 9500 | 0 | 0 |
| Northrop Grumman Corp | COM | 666807102 |  | 111067557 | 222144 | SH |  | SOLE |  | 222047 | 0 | 97 |
| Olin Corp | COM | 680665205 |  | 81572954 | 4060376 | SH |  | SOLE |  | 4060376 | 0 | 0 |
| Oracle Corporation | COM | 68389X105 |  | 23137176 | 105828 | SH |  | SOLE |  | 105828 | 0 | 0 |
| PepsiCo Inc. | COM | 713448108 |  | 278260040 | 2107392 | SH |  | SOLE |  | 2052042 | 0 | 55350 |
| Philip Morris Intl | COM | 718172109 |  | 1220271 | 6700 | SH |  | SOLE |  | 0 | 0 | 6700 |
| Procter  Gamble | COM | 742718109 |  | 321585986 | 2018491 | SH |  | SOLE |  | 1970001 | 0 | 48490 |
| Reading International Inc. | COM | 755408101 |  | 515900 | 385000 | SH |  | SOLE |  | 375000 | 0 | 10000 |
| Reliance Inc. | COM | 759509102 |  | 234913971 | 748372 | SH |  | SOLE |  | 748372 | 0 | 0 |
| Spdr S 500 ETF | COM | 78462F103 |  | 2164329 | 3503 | SH |  | SOLE |  | 3503 | 0 | 0 |
| State Street Corp | COM | 857477103 |  | 128512315 | 1208504 | SH |  | SOLE |  | 1208504 | 0 | 0 |
| Sysco Corporation | COM | 871829107 |  | 99843573 | 1318241 | SH |  | SOLE |  | 1317241 | 0 | 1000 |
| Talen Energy Corp | COM | 87422Q109 |  | 129014649 | 443700 | SH |  | SOLE |  | 443700 | 0 | 0 |
| Teledyne Technologies Inc Com | COM | 879360105 |  | 1793085 | 3500 | SH |  | SOLE |  | 3500 | 0 | 0 |
| Tyson Foods Inc | COM | 902494103 |  | 146132398 | 2612306 | SH |  | SOLE |  | 2611690 | 0 | 616 |
| U-Haul Holding Company | COM | 023586100 |  | 20151824 | 332758 | SH |  | SOLE |  | 332508 | 0 | 250 |
| U-Haul Holding Company Class B | COM | 023586506 |  | 325484102 | 5986465 | SH |  | SOLE |  | 5984215 | 0 | 2250 |
| UnitedHealth Group | COM | 91324P102 |  | 40244130 | 129000 | SH |  | SOLE |  | 129000 | 0 | 0 |
| VISA Inc. | COM | 92826C839 |  | 259897 | 732 | SH |  | SOLE |  | 732 | 0 | 0 |
| Verizon Commun. | COM | 92343V104 |  | 2206770 | 51000 | SH |  | SOLE |  | 51000 | 0 | 0 |
| Walt Disney Company | COM | 254687106 |  | 176645338 | 1424444 | SH |  | SOLE |  | 1423360 | 0 | 1084 |
| Warner Bros Discovery Inc | COM | 934423104 |  | 87403094 | 7626797 | SH |  | SOLE |  | 7626797 | 0 | 0 |
| Wells Fargo  Co | COM | 949746101 |  | 12154765 | 151707 | SH |  | SOLE |  | 141707 | 0 | 10000 |

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