Yacktman Asset Management - Yacktman Asset Management
Portfolio
$1.14 B
Positionen
41
Stichtag
2026-06-30
Quartal
Q2 2026
| MASTERCARD INCORPORATED | 7.05% | Reduce 0.37% |
| MOODYS CORP | 6.94% | Reduce 0.43% |
| FAIR ISAAC CORP | 6.54% | Add 27.49% |
| COPART INC | 6.20% | Add 42.26% |
| TRANSDIGM GROUP INC | 5.42% | Add 53.24% |
| MICROSOFT CORP | 5.38% | Reduce 0.54% |
| MSCI INC | 5.14% | Reduce 2.51% |
| LINDE PLC | 4.29% | Add 7.21% |
| AON PLC | 4.24% | Reduce 1.28% |
| VERISK ANALYTICS INC | 3.97% | Add 14.99% |
| CME GROUP INC | 3.89% | Add 47.28% |
| WASTE MGMT INC DEL | 3.78% | Reduce 12.58% |
| AMAZON COM INC | 3.77% | Reduce 6.43% |
| MARSH & MCLENNAN COS INC | 3.44% | Reduce 0.18% |
| REPUBLIC SVCS INC | 3.41% | Reduce 6.37% |
| ALPHABET INC | 3.27% | Reduce 27.64% |
| S&P GLOBAL INC | 3.05% | Add 0.44% |
| FERRARI N V | 2.42% | Add 18.71% |
| CANADIAN NATL RY CO | 2.18% | Reduce 19.11% |
| CANADIAN PACIFIC KANSAS CITY | 2.15% | Reduce 16.73% |
| BERKSHIRE HATHAWAY INC DEL | 2.00% | Reduce 0.01% |
| VULCAN MATLS CO | 1.79% | Add 58.00% |
| VISA INC | 1.70% | Reduce 1.87% |
| META PLATFORMS INC | 1.65% | Add 33.69% |
| MARTIN MARIETTA MATLS INC | 1.60% | Add 39.44% |
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